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Showing 121 - 130 of 210 results for "Independent Financial Adviser"

BT Financial Group posts 21% profit rise

MARK SMITH  |  MONDAY, 5 MAY 2014
The performance of BT Financial Group has boosted Westpac Group's half-year results, with the division reporting cash earnings of $438 million, a 21% increase on the same period last year. BT Financial Group chief executive Brad Cooper attributed the ...

ISA attacks financial 'short-termism'

JAMES FERNYHOUGH  |  FRIDAY, 4 APR 2014
A tendency to take a short-term approach to investment is leading to a "destruction of fundamental value" and declining levels of investment to GDP outside the mining sector, according to Industry Super Australia (ISA). In its submission to the Financial ...

Consumers join FoFA debate

JAMES FERNYHOUGH  |  TUESDAY, 18 MAR 2014
... that as a consumer advocate he has had many consumers coming to him for advice on where to find an independent financial adviser. "It was a great frustration that I couldn't give them an answer," he said. He also pointed to the fact that, while the FoFA ...

MetLife launches long-awaited retirement product

JAMES FERNYHOUGH  |  TUESDAY, 4 MAR 2014
MetLife has launched its long-awaited new suite of retirement products, which it has called MetLife Max. The suite of products combines two accumulation products, one of which is capital guaranteed; two transition-to-retirement products (TTRs), one ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
Listed financial software provider Rubik Financial (Rubik), has completed its takeover of Provisio Technologies (Provisio). Rubik said the acquisition of the scaled and online wealth advice software provider marked an important milestone in Rubik's ...

Suncorp Advice appoints practice development manager

MARK SMITH  |  THURSDAY, 16 MAY 2013
Suncorp Advice has appointed Michael Frawley as practice development manager for Suncorp's self-employed advisory channel in Queensland. Based in Brisbane, Frawley is responsible for partnering with Suncorp-licensed advisers in Queensland to help them ...

No middle ground post-FoFA

LAURA MILLAN  |  MONDAY, 13 MAY 2013
Will FoFA be the death-knell for mid-size financial services companies? Industry experts predict that some segments could lose out come July. Talking at the 18th Financial Standard Sales and Marketing Forum, National Australia Bank (NAB) head of asset ...

Fin planners more upbeat over reforms: Zurich

BEN COLLINS  |  THURSDAY, 24 JAN 2013
Financial advisers have become more upbeat about regulatory changes such as the Future of Financial Advice reforms, said insurer Zurich after conducting a survey. Zurich today said the latest measurement of its Risk Adviser Sentiment Index has shown ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
Advisors need to shed the perception of advice technology as a "back office" tool if they are to engage investors with their retirement income, according to a scaled advice software provider. J.P. Morgan's Donn Hess, speaking at a recent ASFA conference ...

Powerwrap's platform offers advisers full choice

LINDA HAUSKEN  |  MONDAY, 3 SEP 2012
Powerwrap Limited has upgraded its SMARTwrap platform as part of its overall business strategy to offer independent financial advisers full choice at what they regard as a reasonable price. The SMARTwrap Investment Account now offers access to over ...