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Showing 1061 - 1070 of 4728 results for TAL

FNZ acquires private banking tech firm

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
FNZ has acquired Swiss private banking technology company New Access, representing its investment in the growing private banking and cross-border wealth sector. New Access is primarily active in the Switzerland, Liechtenstein and Luxembourg markets. ...

Claim support a key skill for advisers: Report

CASSANDRA BALDINI  |  THURSDAY, 21 JUL 2022
... in supporting clients through life insurance claims, with almost 80% of advisers saying it's a key part of their offering. TAL commissioned The Value of Financial Advisers at Claim Time to explore the role of financial advisers throughout the claims ...

Pendal, Perpetual in acquisition talks

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUL 2022
The two entities are in high-level discussions, it's been confirmed. Pendal entered a trading halt shortly after midday yesterday, pending an announcement. Later in the afternoon, the manager announced it is in discussions with Perpetual regarding a ...

Nominations open for 2022 AFA awards

CASSANDRA BALDINI  |  TUESDAY, 12 JUL 2022
... partners are searching for the AFA Adviser of the Year, sponsored by Zurich, and AFA Female Excellence in Advice, sponsored by TAL. AFA chief executive Philip Anderson said the awards champion excellence, diversity, and innovation by recognising the ...

Equity Story plans to throw finfluencers a lifeline

CASSANDRA BALDINI  |  MONDAY, 11 JUL 2022
Equity Story Group has acquired news and arts media company A Rich Life, and plans to throw 'finfluencers' a lifeline after ASIC's recent crackdown by giving them the option of continuing to influence with the coverage of an AFSL. A Rich ...

Sri Lanka announces bankruptcy

CHLOE WALKER  |  FRIDAY, 8 JUL 2022
Sri Lanka's debt-laden economy has collapsed, and its newly elected prime minister has announced bankruptcy as the island nation suffers its worst financial crisis in decades. Due to the crisis, the country has seen severe shortages of necessities like ...

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
Julia Lee, one of Australia's most popular financial commentators, has landed at State Street Global Advisors SPDR as an equity investment strategist for the Asia Pacific. Lee - who joins from Burman Invest, which she founded and served as investment ...

Frontier welcomes Sarah Guthleben as new exec

CASSANDRA BALDINI  |  THURSDAY, 7 JUL 2022
Frontier Advisors named Sarah Guthleben as part of its leadership team and its new head of people and culture. Guthleben will join on August 3 from Equipsuper where she has held the position of executive officer, people and culture for more than a decade. ...

Findex promotes new regional partners

CHLOE WALKER  |  WEDNESDAY, 6 JUL 2022
Findex has appointed a total of 57 new partners and associate partners across Australia and New Zealand. The hires are an increase of almost 50% on the previous year, with most appointments coming from internal promotions. In all, 46 of them are in ...

UK regulator appoints Camille Blackburn to leadership team

CASSANDRA BALDINI  |  WEDNESDAY, 6 JUL 2022
The Financial Conduct Authority (FCA) is bolstering its leadership team with six new appointments, including former ASIC and Westpac senior executive Camille Blackburn as director of wholesale buy-side. Blackburn will join the FCA in October from Legal ...