Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 9501 - 9510 of 9830 results for "Advisers"

Hedge Funds open to the retail market

... its equity markets group Cathy Kovacs says the market has now changed with the growth in alternative investments and advisers who more comfortable with funds who use short selling strategies. "Experienced retail investors are looking for the same kind ...

New CEO for Getley Paulsen Group

... planning. Prior to joining AMP, Jones was the WA State Manager for Retireinvest, a group with over 250 licensed financial advisers. Mr Jones said that the opportunity to take the helm of a business with significant growth opportunities and drive it to ...

Under insurance still too high: Navigator

... woman of the same age, Death and Trauma life insurance offers cover of $800,000. Donaghy warns that whilst financial advisers must now comply with the Financial Services Reform of 2003 and also assess their clients' life insurance needs, those clients ...

Oasis enters big league with $3 billion

... Oasis Asset Management, through its Oasis platform, has passed the $3 billion barrier in combined investments from its advisers and 45,000 associated investors. Oasis Managing Director, Wayne Lowe, says "exceeding $3 billion in FUA is a pleasing achievement ...

SRI ratings launched by EIA

... services". Four different license categories will apply to fund managers, superannuation funds, dealer groups and financial advisers. Display of the SRI Symbol will certify that a licensee has adopted educational and disclosure practices relevant to ...

Macquarie offers advisers a pension guide

In response to adviser demand, Macquarie has launched a pension booklet providing advisers with an easy to understand guide to allocated pensions and term allocated pensions (TAPs). Macquarie adviser services technical manager David Shirlow says advisers ...

New Heron product assists with super fund comparisons

... comparisons to be made between the key features of all public offer funds in the market and provides a good source for advisers' 'from to' comparisons. The second module is a member benefit comparator and specifically caters for comparisons between the ...

RetireInvest streamlines advisory process

... allow advice to be better tailored to clients' individual needs. In particular attention has been paid to personalise the advisers' initial meeting with their clients to help improve the consumer's experience. Compliance has also been made easier by ...

PremiumChoice reaches a $500 million milestone

... menu. PremiumChoice chief executive officer Richard Carter says the platform's key point of differences are supporting advisers to become part owners in PremiumChoice and incorporating boutique funds on the investment menu. Carter says the commitment ...

RetireInvest expands with three new adviser businesses

Three new advisers have joined RetireInvest citing brand strength as a key motivator. Paul Huggins has moved from financial Wisdom to join the Wantirna practice based in Victoria. The other new advisers include Andrew Cunich who was previously from ...