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Showing 9421 - 9430 of 9830 results for "Advisers"

S&P appoint ahead of manager review

... is relevant, helpful and timely to our financial planning audience." Hanel previously held positions with Bridgeport Advisers and Asset Managers, in a research role, and has also worked as a financial planner.

Asgard enables advice through one-click software

... the software programs financial planners use in the day-to-day running of their businesses. "We know that in order for advisers to deliver quality advice and run profitable, efficient practices they need the right software," says Geoff Lloyd, chief executive ...

NAB removes commission bias in the UK

WWW.THESHEET.COM  |  THURSDAY, 12 JAN 2006
National Australia Bank owned UK banks Clydesdale and Yorkshire have revamped their financial advisers' commission structures in response to a survey that found three out of four consumers believe advisers push products that earn them the most sales ...

IOOF boosts distribution team

... retail funds management, Jarrod Brown, said the appointments will help further the team's commitment to its investors and advisers. "Our mission is to deliver simple investment solutions for investors, to create rewarding investment solutions for investors ...

Statewide gets extended public offer license

... establishing its Auswide platform sub-brand in 2001 that now manages $65 million in assets that it distributes through financial advisers. The EPO license potentially allows Statewide to extend and develop these product lines even further. On top the ...

FSR changes usher era of less but better compliance

... the government has made at least 10 crucial changes to the FSR. Among these were reducing the frequency that financial advisers have to issue a Statement of Advice (SoA) to clients, exempting basic deposit products or similar such as Cash Management ...

AXA launches pay-as-you-go adviser software

... be music to the ears of cost-conscious financial planners, AXA has struck a deal with software group IWL that allows advisers to adopt a pay-per-module model. The group claims the deal is the first offered by a licensee in Australia and allows AXA advisers ...

Lonsdale plan ahead with PlanTech

... integrating planning tools and clear research. "PlanTech's Risk Researcher software has been specifically developed to assist Advisers' to provide clients with the most appropriate contractual features or the best possible price that will best fulfill ...

Morningstar to buy Ibbotson

... More importantly, the acquisition will add serious muscle to Morningstar's arsenal of retirement products for financial advisers and institutions. For example, Ibbotson owns web-based and live asset allocation training programs, the popular iPlan and ...

ABN Amro management service hits $3b

... as well as external clients and bases the service through an adviser network, which includes their own and affiliated advisers as well as independent advisers. Ruddy added that MPS puts the investment control and ownership back into client's hands, freeing ...