Insurance drives new client wins: studyBY ELISE BURGESS | TUESDAY, 23 NOV 2010 12:40PMAn annual financial adviser survey shows that nearly half of advisers' total risk income this year came from new clients, giving fresh evidence that risk-related advice is core to a typical financial planning business. |
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Blackwattle takes over Quest Asset Partners
Blackwattle Investment Partners has swallowed up Australian equities manager Quest Asset Partners for an undisclosed sum.
Funds SA poaches Vision Super risk specialist
Funds SA will welcome a Vision Super executive to replace executive director, governance and strategy Tony Burrill, as he prepares for retirement following a seven-year tenure at the company.
Regal flags muted second-half performance fees
Regal Partners expects to recognise at least $122.7 million in fund performance fee revenue for calendar 2026, with market volatility and weaker investment performance limiting the prospect of further material fees in the second half.
Insignia chief draws 'hard line' on NCAs giving retirement advice
Insignia Financial chief executive Scott Hartley said he draws a hard line when it come to the new class of advisers (NCAs) giving retirement advice.
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Digital assets and where they stand in 2026
So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.
Rethinking default design in a changing market environment
The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.
Featured Profile
Fiona Macgregor
GROUP CHIEF EXECUTIVE AND MANAGING DIRECTOR
TAL LIMITED
TAL LIMITED
Fiona Macgregor has risen through the ranks at TAL, taking the top job in 2024, but her life was touched by the insurance sector long before her tenure with the life insurer began. Eliza Bavin writes.
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