Articles tagged with 'Securitor'

Money Management 4minutes

3 March 2010 | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


Money Management 4minutes

10 February 2010 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Macquarie.


Planners perform well in a crisis

1 February 2010 | The Securitor Future Ready IV report into the financial planning industry has revealed strong client retention and profitability, with greater product offerings and low levels of professional indemnity claims.


Money Management 4minutes

2 December 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


Money Management 4minutes

25 November 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


Money Management 4minutes

4 November 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


Money Management 4minutes

27 October 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


Money Management 4minutes

21 October 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


IRESS and Coin continue market domination

16 October 2009 | Despite dealer groups developing their own software, major software companies control over half the market.


Money Management 4minutes

14 October 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.


News Roundup

7 October 2009 | Money Management has launched a new service for readers. Stay in touch with the stories impacting your industry with our weekly video News Roundup.


Securitor chief denies poaching Genesys planners

2 September 2009 | Securitor head Neil Younger has rejected reports that the Westpac dealer group has been actively trying to lure planners away from AXA dealer group Genesys Wealth Advisers.


BT appoints head of research and product

27 August 2009 | Former UBS executive Piers Bolger will now be responsible for the research covering Securitor, St George and Westpac dealer groups.


Advisers seek support services, independence

11 August 2009 | More planners than ever work under a dealer group model – and groups that did experience a dip in planner numbers in the past year plan to reverse that trend, writes BENJAMIN LEVY.


CGI admitted systems were 'inaccurate': submission

30 June 2009 | The client of a Securitor financial planner has detailed his adviser's struggle with Colonial Geared Investments in the second half of last year to provide the appropriate information regarding his investments.


Share prices now suggest a favourable long-term outlook

16 April 2009 | The recent dramatic falls in share prices have led equities to a point that could suggest attractive returns in coming years, according to Schroder’s Simon Doyle.


Focus on client retention keeps Securitor planners on safe ground

15 April 2009 | Research conducted by Securitor reveals that a focus on client retention is paying off for advisers.


Webb Financial Services joins forces with William Buck

16 March 2009 | Melbourne-based accounting and planning group Webb Financial Services is to become part of the William Buck Financial Services national advice network, following a merger of their respective parent groups.


Securitor adviser program targets underinsurance

20 August 2008 | Five providers support initiative.


Securitor out from Asgard’s shadow

4 October 2007 | The dealer group re-brands in a bid to fast-track growth ambitions.


More opportunities to emerge in infrastructure

24 April 2006 | The diversity of global infrastructure assets available for investment is expected to increase in coming years, while the infrastructure market is tipped to continue to offer secure and predictable cash streams, and low risk profiles with varying levels of growth.


Sealcorp gears up for business growth

7 June 2001 | Sealcorp has indicated it will proceed with an ambitious schedule of adviser training, product rollouts and enhancements and technology developments over the next 12 months.


Fee rebates part of transparent process

7 June 2001 | Sealcorp will begin to rebate fees to clients who have investments placed through the Asgard master trust according to Sealcorp chief executive Ian Knox.


Another independent falls to the institutions

7 June 2001 | Melbourne-based Cameron Walshe has finally succumbed to the overtures of major institutions, ending a quarter of a century as one the industry’s foremost independent financial planning groups.


Key focus is client happiness.

7 June 2001 | Planners need to address three core elements in keeping their practice successful according to Securitor adviser of the year Mark Alexander.


Displaying results 1-25 (of 27)
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1MMFPAAFAmerger Do you support a merger of the Financial Planning Association and the Association of Financial Advisers?
 
59%
 
2%
 
39%

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