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Showing 111 - 120 of 232 results for "Marsh"

Mercer appoints new chief executive

JAMIE WILLIAMSON  |  WEDNESDAY, 23 JAN 2019
Mercer will welcome a new chief executive following the promotion of Julio A. Portalatin. Marsh & McLennan Companies - the parent company of Mercer - has named Martine Ferland as the new president and chief executive of Mercer, effective March 1. Ferland ...

Adviser-matching app launches

KARREN VERGARA  |  FRIDAY, 23 NOV 2018
The Financial Planning Association of Australia has launched an online tool that helps match potential clients with the right financial adviser. Find a Planner is an app allowing potential clients to control how many financial planners can contact them ...

Code of ethics still the main game: FPA

DARREN SNYDER  |  MONDAY, 19 NOV 2018
Financial Planning Association of Australia head of policy and standards Ben Marshan said the FASEA-led Code of Ethics remains the biggest game changer to the advice industry. Speaking at the Challenger Financial Standard Technical Services Forum on ...

FSC appoints UBS, Mercer heads

KANIKA SOOD  |  WEDNESDAY, 31 OCT 2018
... years. Mercer chief Walsh heads the business across Australia and New Zealand. He is also the chief country officer for Marsh & McLennan Companies (MMC) incorporating Marsh, Guy Carpenter, Mercer, Oliver Wyman and NERA in Australia. Walsh has worked ...

NULIS names new chair

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... including Australian Unity as chair and Warakirri Asset Management as a non-executive director. He was previously chair of Marsh & McLennan Companies and SFG Australia. Horton currently serves on a number of boards including as an independent director ...

Advisers demand self-licensing regime: Poll

KARREN VERGARA  |  MONDAY, 16 JUL 2018
A majority of financial advisers would welcome an overhaul of the AFS licensing regime, a recent survey shows. The majority (78%) of financial advisers polled in Financial Standard's sister publication FS Advice would prefer to be self-licensed, similar ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
Looking back on the 2017-18 financial year, Financial Standard wants to know the most common financial advice clients requested. This week the Financial Standard spot poll asks where did advisers spend the most time actually delivering advice in FY18? ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
Compliance requirements for financial advisers are on the rise and practices clinging to ancient technology will need to use their imagination and embrace change in order to keep up. Discussing the value of technology at a recent Advice Intelligence ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...

IOOF boosts adviser compliance support

KARREN VERGARA  |  TUESDAY, 19 JUN 2018
IOOF's financial advice licensee support service has partnered with Integrity Compliance to help financial advisers manage AFSL requirements. IOOF Alliances aims to help its network of self-licensed advice businesses manage governance, risk and compliance ...