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Showing 111 - 120 of 283 results for "Merit"

Synchron adds to adviser network

KARREN VERGARA  |  WEDNESDAY, 6 DEC 2017
... in the 12 months to June, with institutionally-owned practices capturing 64% of the market. Synchron, Dover, GPS Wealth, Merit and Interprac are the five largest non-institutional advice groups with 1562 advisers, up 39% year-on-year. Non-institutionally ...

Social media boosting super fund engagement

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... tool to inform funds' digital strategy and, while robo-advice solutions are being explored, funds remain unconvinced of its merit when compared to traditional, face-to-face advice. As such, 94% of funds are looking to provide more tools to financial ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
NAB's executive general manager of wealth advice has departed in the midst of a restructure of the wealth business. Greg Miller took on the lead role in 2015. Prior to that, he was general manager of MLC Direct and MLC Advice Solutions. He has also ...

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... best interests with a limited product line from only one manufacturer is very difficult", Mota said. "However, there is merit in banks being able to offer their clients a broader array of products and services that help them reach their goals. It allows ...

RG97 reshaping multi-asset strategy: Zenith

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... Zenith head of multi-asset and income research Andrew Yap explained: "While we believe the cost-sensitive measures have merit for fund managers in an RG97 world, we also note that funds may lose some ground on efficiency, reflecting fewer avenues to ...

ASIC chair nominee withdraws candidacy

ALEX BURKE  |  FRIDAY, 13 OCT 2017
... the spokesperson said, adding that the search follows "the recommendations of the ASIC Capability Review in conducting a merit based selection process for the new chair of ASIC." O'Sullivan's nomination was roundly criticised by Shadow Treasurer Chris ...

Advisers flock to non-insto licensees

ALEX BURKE  |  SUNDAY, 1 OCT 2017
... a weakening in the power of established gatekeepers," the report said. The fastest-growing of these non-insto groups are Merit Wealth, GPS Wealth (recently acquired by Easton Investments), Dover Financial, Interprac, Capstone, Akambo, Synchron, Politis ...

Madison FG appoints governance head from ANZ

ALEX BURKE  |  FRIDAY, 29 SEP 2017
Madison Financial Group has appointed a new head of governance and professional standards. Kirsten Lynn joins Madison from ANZ Private, where she was an associate private wealth adviser. Prior to that, she was a legal officer for merits review and decisions ...

Passive versus active is crippling: QIC

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
... Australia over the past decade," QIC said. "It's been a zero-sum game in which neither side can concede even a sliver of merit in their opponent's position. "The endless passive versus active contest is the investment industry's equivalent. "We are passionate ...

Glass ceiling stops at C-Suite

JAMIE WILLIAMSON  |  TUESDAY, 15 AUG 2017
... roles and so on... I say to chief executives, either your hiring process is pathetic or, in some way, you can't see the merit in the women you're getting because many of our organisations hire equal numbers of men and women and yet it doesn't flow through," ...