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Showing 9541 - 9550 of 9830 results for "Advisers"

ASIC offers super switching guides

The Australian Investments and Securities Commission (ASIC) has released a guide aimed at ensuring financial advisers do not breach the Corporations Act 2001 when giving advice about switching superannuation funds in the new Choice environment. The ...

Former RetireInvest franchise joins IRIS dealer group

... groups in Australia. "The success of IRIS to date can be attributed to the support and co operation of its Principals and Advisers, the vote of confidence registered by its clients and the dealer services and support received from SEALCORP", says Harrison. ...

Lonsdale signs up Praemium

... and strength in tax reporting were the key factors that stood out in the service that would really be of benefit to our advisers," Modica says. The Praemium service will not be replacing the VisiPlan platform and advisers will be able to decide which ...

Macquarie wraps up deal for Coin

... Head of Macquarie Adviser Services Neil Roderick said the acquisition would improve the client service proposition for advisers and dealers. "This acquisition will ensure that Coin's dynamic approach to software innovation is supported and developed," ...

Asgard, Macquarie provide best service

... other finalists in the platform category. The survey is in its fourteenth year and includes the opinion of 819 financial advisers. The advisers ranked the fund manager and platforms on 30 different service attributes. "The overall rankings also take ...

Asgard enhances partnership with Advance

... supplying an administration function for Advance. Now Advance will also have access to an upgraded registry service where advisers can enjoy all of the administrative benefits of the Asgard Platform. Furthermore Asgard will develop tailored technological ...

Infocus to construct new badged product

... addition to the end customer's improved position, we have also invested heavily in designing our n-link system to assist advisers move large numbers of clients within their customer base, maintain excellent communication with their clients as well as ...

DSTi signs first UK wrap provider

... assets and liabilities through a single web-site. The wrap will be pitched at the mass affluent market through financial advisers and offer four products - a Self-Invested Pension Plan (SIPP), an Individual Savings Account (ISA), a Personal Equity Plan ...

Elders aligns with MLC

... services. Elders is a subsidiary of the Futuris Corporation. It currently has an Australia wide network of around 50 advisers and provides a variety of services for its clients including banking, wealth management, insurance and real estate. The rural ...

Citigroup yields to structured investments

... be interested in investing in such a product. "Equity First" is a small step we have taken to help investors and their advisers better understand these products," says Citigroup's head of equity structured products Michael Walker. The "Equity First" ...