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Showing 9811 - 9820 of 9831 results for "Advisers"

National signs Visiplan software deal with Investor Web Limited

... deal with Investor Web Limited (IWL) to use its VisiPlan software package as part of its 'Advice Platform' for financial advisers. "Our partnership with IWL is the next step in developing an Advice Platform that will deliver an integrated suite of financial ...

BT/Westpac moves to reassure clients after NZ compliance breach

... affected clients. This will take a further three weeks and on completion BT will write to affected clients and their advisers informing them of their rights and any actions they should take." It added, "BT intends to make an application to the New Zealand ...

Morningstar appoints Cooley to CEO of Australia and New Zealand

... management team to bring all the benefits Morningstar has to offer to Australian and New Zealand investors and their advisers." Cooley added, "it's a real privlege to have the opportunity to work with Morningstar's talented staffs in Australia and New ...

EDS Superannuation Fund replaces Watson Wyatt with Towers Perrin

... today's tougher environment," Laband added. Laband said that the capabilities that large funds should seek from their advisers have shifted and traditional approaches to asset allocation, portfolio design and manager selection will not be enough to produce ...

Deakin on track to roll out corporate super during June quarter

... that our pro-active corporate philosophy of always taking the initiative together with a commitment to supporting our advisers will consolidate and enhance Deakin's position in the financial services industry," said Deakin's managing director Murray ...

ASIC releases revised AFS licence conditions

... Policy Statements (PS) 166 and 146, the documents that set out the minimum training standards required for financial advisers. ASIC said the reissue of Pro Forma 209: AFS Licence Conditions, followed industry consultations and a review of the issues ...

BT Wrap extended to Westpac Planners

... Westpac's wealth management capabilities significantly strengthened," said BT's chief executive officer David Clarke. "Advisers can now provide clients with smart, streamlined portfolio management that offers greater choice and flexibility, through a ...

Financial planners must raise their game on advice, fees: Morgan

... corporate collapses at Enron, Ansett, and HIH, poor disclosure practices, and the recent uproar on the service provided by advisers had tarnished the image of corporate Australia as a whole and the wealth management sector as an industry. The industry ...

Self Managed Super Funds to grow 200% by 2010: TSG

... makes SMSFs the fastest growing sector in the industry. It also provides "a unique window of opportunity" in 2003 for advisers prepared to undertake the additional training required to handle the taxation, compliance and insurance issues raised by SMSFs ...

Product suppliers failing to meet advisers' expectations: survey

Paul Cully Financial product suppliers are failing to meet the expectations of financial advisers in a number of key areas, according to research conducted by Taylor Management consultants. In a survey of over 1,500 advisers, Taylor found that advisers ...

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Mercer Super chief executive steps down

RIDDHIMA TALWANI | 12:01PM

Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI | 11:30AM

The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI | 12:13PM

L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI | 11:50AM

Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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Blake Briggs

CHIEF EXECUTIVE OFFICER
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Since becoming chief executive, Blake Briggs has renewed the Financial Services Council's influence, expanded the membership base, and strengthened its policy and advocacy credentials. Karren Vergara writes.

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