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Showing 9481 - 9490 of 9830 results for "Advisers"

Count Financial appoints three to team

Count Financial, Australia's largest independently owned network of financial planning accountants and advisers, have appointed three new members to their existing Head Office Team. The role of WA Business Development Manager will be filled by Dimitri ...

Macquarie Wrap tops $16 billion

... remain competitive in the marketplace and this growth is significant both for new business opportunities and existing advisers." said Russo. Macquarie Wrap Solutions provides wrap accounts and back office administration solutions to financial intermediaries ...

FPA launches consumer advice campaign

... of the campaign. In other FPA news, chief executive officer Kerrie Kelly announced the launch of new regular award for advisers providing outstanding advice. Details of this new award are set to be released at a later date.

Intech wins BOC Gas Super mandate

... an increasingly sophisticated investment environment." Intech's Chief Executive Officer, Michael Monaghan, said their advisers will assist BOC in building up their portfolio and introducing Member Choice. "We are delighted to work with the BOC Trustees ...

TOWER and Securities Institute launch accreditation course

... (NMPC) and Professional Mortgage Providers (PMC) have been the first to take up this program, penciling in 100 of their advisers for training within the first 12 months. Whilst Robert Swinton, General Manager of Membership and Marketing at the Securities ...

Advance AM appoints state manager

... make a huge contribution in Victoria and Tasmania to our national drive to make the best boutiques easily accessible for advisers and their customers." said Kate Mulligan, Advance Asset's managing director. Outside work, Holland has made a name for himself ...

AFS buy back Zurich's interest

... adviser-owned and adviser-driven. AFS will continue to build on its relationship with Zurich for the benefit of our clients an advisers." In explaining Zurich's thinking behind the deal, Brown said the deal "enables [Zurich] to focus on and grow our ...

AXA to help advisers with succession strategies

Financial services group AXA will launch a range of business solutions in November designed to help financial advisers with succession planning and the sale or purchase of their practices. The initiative comes in response to a report that revealed nearly ...

Advisers still misunderstood: FPA

... chief executive of the FPA says that the surveys showed good results overall. "Such surveys show that people who use advisers are more likely to reach their financial goals that those who don't." However, Kelly went onto add that she believes many have ...

Vanguard's new hire to target DIY super funds

... strategy within SMSFs that can be quite complex," he said. He will be developing strategies that will help financial advisers the option to use Vanguard's index funds within a client's portfolio. Houlihan has notched up more than 20 years experience ...