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Showing 9311 - 9320 of 9830 results for "Advisers"

Credit Suisse pulls MasterWrap off the shelves

... better IT processing system and lower fees than the incumbents. It was also targeted squarely at the independent financial advisers who wanted to use an alternative platform. However, the uptake failed to meet the group's expectations. According to Rainmaker ...

Praemium adds NSW head of sales

KATE HAGE  |  THURSDAY, 13 JUL 2006
... appointed Nat Fiennes, whose responsibilities will include promoting Praemium's Portfolio Administration Services (PAS) among advisers and SMSF administrators and their separately managed account (SMA) technology. Previously Fiennes held positions with ...

TOWER to use Russell for MTM

... most of the other multi-managers. He added that the group is also "a good cultural fit" and have experience dealing with advisers. It is worth noting that Russell was also the only multi-manager that gained a 'highly recommended' rating in research firm ...

Fiducian adds advisers SMSF course

KATE HAGE  |  WEDNESDAY, 12 JUL 2006
In a bid to boost their financial planner's specialist expertise, Fiducian Financial Service's advisers will complete a self-managed superannuation fund training course that is currently being encouraged by ASIC on top of PS 146. Technical services ...

One-third of US investors do not read their prospectus: ICI

ALEX DUNNIN  |  TUESDAY, 11 JUL 2006
... 70 per cent said they preferred graphic rather than narrative information. Confirming the continued role of financial advisers, despite the rumoured push to disintermediation, nearly three-quarters of investors still preferred to use an adviser as their ...

ME-IFS merger just the end of the beginning: Weaven

ALEX DUNNIN  |  FRIDAY, 7 JUL 2006
... next 12 months," he said. But relishing the impact industry have had on the market, Weaven said the debate financial advisers are having amongst themselves right now convinces him that industry funds have already won the war. "It's a battle we are winning. ...

Navigator adds tax benefit to death payments

... funds. Recently Navigator reported one anti-detriment payment of more than $100,000, a huge additional payment on death. "Advisers and investors should look carefully when considering switching super funds to check whether the super fund they are switching ...

AXA provides more lending facilities

... is with Alliere, a fully-owned subsidiary of long running residential mortgages specialist RESIMAC. "We realise that advisers have different business models and have different processes so we wanted to pick a provider that can offer the choice and flexibility ...

More reverse mortgage protections needed: Mariner

HAMISH MADDEN  |  TUESDAY, 4 JUL 2006
... and the financial advisory community. We will continue to encourage customers to get advice from qualified financial advisers. As this loan may affect customer's pension entitlements, we also recommend that they speak with a Financial Information Service ...

Wait and see with annuities: Navigator

HAMISH MADDEN  |  MONDAY, 3 JUL 2006
... an annuities or allocated pension strategy. However, Martin Breckon, Navigator technical marketing manager, cautioned advisers and clients not to jump the gun. "Don't automatically exit out of existing plans, if an exit option is available or if one ...