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Showing 1271 - 1280 of 2662 results for "SEPA"

Energy Super launches group insurance platform

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Energy Super is rolling out MLC Life Insurance's new group insurance platform to give members greater control and access to life insurance needs. LifeView, a platform aiming to integrate how members engage with life their insurance cover, offers a one-stop-shop ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
A wealth advice firm is the first to outsource its portfolio administration functions to a new Praemium offering. The new service builds on Praemium Portfolio, a reporting and performance analytics solution formerly known as V-Wrap, which integrates ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
It's only a matter of time before institutional advice licensees open up their approved product lists as they try to compete with the growing popularity of the non-aligned space. HUB24 managing director Andrew Alcock believes the ongoing impact of the ...

Centrepoint adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
A financial adviser licensed through Centrepoint Alliance's Professional Investment Services has been banned by ASIC for three years for incompetence. Ramana Rao of Metaplanners in South Australia was banned from providing financial services after it ...

As one door opens, another closes at FEW

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
After 25 years Financial Recruitment Group founder Judith Beck will no longer recruit, opting to instead focus her energy on the rapidly growing association Financial Executive Women. Beck said FRG will continue to consult directly to organisations ...

ME Bank recruits for people experience

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
A former general manager at Microsoft is the new group executive, people experience at ME Bank. The industry super fund-owned bank recently appointed Melanie Simpson, who will sit on the executive team and manage ME Bank's people and culture functions. ...

Fund managers should have personal stake: Poll

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Fund managers should 'put their money where their mouth is' and have a personal stake in the funds they manage, Financial Standard's weekly poll results show. About 80% of respondents either agree or strongly believe this statement, indicating portfolio ...

Sydney licensee caught out on conflicts

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
ASIC accepted an enforceable undertaking from a Sydney investment banking, stockbroking and research firm following an investigation into conflicts of interest. In July 2015 Foster Stockbroking was the sole lead manager for the initial public offering ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Anxiety around ASIC's life insurance policy lapse rates review among financial advisers is "misplaced" as only the most serious misconduct would result in severe penalties, a senior official said. ASIC senior executive leader of the financial advisers ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...