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Showing 9301 - 9310 of 9830 results for "Advisers"

Coin to underpin Wealthsure

HAMISH MADDEN  |  TUESDAY, 25 JUL 2006
... approval from Wealthsure. "We are looking forward to a long and productive relationship providing these highly qualified advisers with the most up-to-date software solutions for their business." Customised training for Wealthsure planners in using the ...

JANA to manage $465 million transition for ASG

HAMISH MADDEN  |  MONDAY, 24 JUL 2006
Jana Investment Advisers has been appointed by the Australian Scholarships Group (ASG) to advise on transitioning $465 million of funds from fixed interest investments to a balanced fund allocation. The appointment of JANA is a key part of ASG's strategic ...

Compliance alone doesn't make the grade

HAMISH MADDEN  |  MONDAY, 24 JUL 2006
... the implication is that it's falling over at the client adviser level." A focus on disclosure, Sanders said, meant that advisers were not necessarily focused on offering the best possible service to their clients. Disclosure in and of itself was no protection ...

Reverse mortgages not for inexperienced advisers

HAMISH MADDEN  |  FRIDAY, 21 JUL 2006
... competencies, could genuinely advise a client if an equity release strategy was in their best interests. "You can't expect advisers to offer home equity release strategies unless they are a fully competent financial planner, aware of all the issues... ...

Groups must earn planner loyalty: brandmanagement

ALEX DUNNIN  |  FRIDAY, 21 JUL 2006
... and will inadvertently drive their planners to leave. According to brandmanagement's Rules of Attraction study of 1,019 advisers, 74 per cent and 61 per cent respectively of planners would consider transferring dealer groups if support or product independence ...

Avant appoints director for S&S reporting system

KATE HAGE  |  WEDNESDAY, 19 JUL 2006
... director, Tim Woodhouse, said the product is a market first and has generated a lot of interest from dealer groups and advisers. "For advisers, the automated process enables them to achieve scalability reducing their cost-to-serve and increasing efficiencies ...

XPLAN scores again

HAMISH MADDEN  |  MONDAY, 17 JUL 2006
... our needs and we look upon XPLAN as partners in our objective of delivering superior outcomes for our clients. AI&FP advisers will have the best financial planning tools available - courtesy of XPLAN." Andrew Walsh, general manager of XPLAN Technology ...

No to fad funds, yes to expertise: InvestorWeb

... when the themes are hot, only to redeem at a loss a short time later." Instead, InvestorWeb is urging fund managers, advisers and investors to take a longer term view. "It should be noted that, by definition, most of these funds will display levels of ...

Bravura expands in UK with Friends Provident

KATE HAGE  |  MONDAY, 17 JUL 2006
... applications provider Bravura Solutions has partnered with listed UK group Friends Provident to provide wrap solutions for advisers. The applications are based on Bravura's existing Sonata Wrap system and similarly will provide an end-to-end online system ...

Platinum re-brands to Sentry

KATE HAGE  |  MONDAY, 17 JUL 2006
... capitalise on our growth and marketplace opportunities," said Hills. "We started 1 July last year and we now have 80 advisers, 50 offices nationally, we have around $600 million in funds under management and we are looking at still growing and reinforcing ...