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Showing 9441 - 9450 of 9830 results for "Advisers"

Perpetual appoints former Credit Suisse platform manager

... worked as the manager of Investment Platforms and the SOLAR Wrap Service for Associated Planners (now Genesys Wealth Advisers). "WeathFocus has attracted strong inflows over the past two years, reaching $5.5 billion under management at the end of September ...

Index for the smart, hedge for the stupid

... trillion dollars here," Sinquefield is said to have virtually invented index investing and is co-chair of Dimensional Fund Advisers Inc, one of the largest institutional fund managers in the US with US$79 billion of funds under management and over a ...

Planners have to earn trust of consumers: FPA

... said at the FPA annual conference, that the industry has to confront the major issues that have tarnished the image of advisers and placed a question mark on the 'value of advice'. "The view that advisers who commercially associate with financial institutions ...

Asteron stand alone on TPD and upgrade policy benefits

... on these upgrades to a client base that is very important to us," said Crosswell. "The enhancements provide financial advisers greater choice and flexibility to individualise cover for clients and their families and to better package solutions for specific ...

Advisers should provide advice for philanthropy too

... arrive at a decision derived from logic, not from emotion," he said. Gonski concluded his speech by saying that financial advisers should consider aligning themselves with non-profit organisations not just because that in itself is good but that it makes ...

SMF Spectrum swallows ML Super

... director, says the acquisition reinforces Spectrum's premium market position as a both a wealth management solution for advisers and as a serious player for corporate super. "SMF and Spectrum Super has positioned itself to take advantage of the consolidation ...

Macquarie pilots life insurance system

... Munich Re. "This is one of the first straight-through insurance processing systems in the world and answers the needs of advisers who are looking to simplify the entire insurance process for their clients," said Neil Roderick, head of Macquarie Adviser ...

Skandia appoints senior manager

... national marketing manager for Australian Casualty and Life. "Skandia's product range ensures that it meets the needs of advisers, whether they are fee or commission based. Paul's position will ensure we continue to meet the needs of our adviser clients," ...

Succession planning driving advisers more than sales

Financial advisers are putting succession planning ahead of 'sales focused' priorities such as lead generation and marketing, according to a recent AXA industry survey. Steven Davison, AXA distribution planning manager, says, "[There has been a] significant ...

Stop speculating and get back to capitalism: Bogle

... costs in mind." The session was a live air video link with questions delivered from Unisuper's Ann Byrne, JANA investment Advisers, John Coombe and the Australian Financial Review's, Barry Dunstan. In answer to questions, Bogle said the Australian industry ...