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Showing 121 - 130 of 223 results for "Marsh"

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Advisers are calling for much needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
... leadership and operational roles. He was most recently the general manager of Adroit Insurance Group and has also held roles with Marsh and Willis. Zurich Australia chief distribution officer Steve Ord welcomed MacLean to the new role, saying: "Victoria ...

Financial services industry welcomes 'Yes' result

EMMA RAPAPORT  |  WEDNESDAY, 15 NOV 2017
Leaders from across the financial services industry have welcomed the 'Yes' vote in favour of legalising same-sex marriage. Zurich, Vanguard, Westpac, Australian Ethical and CBA have all expressed delight at the result and affirmed their commitment ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
The Financial Planning Association of Australia believes increased red tape across the advice industry will not only reduce competition but see consumers bear the brunt of additional compliance costs. In its submission to the Productivity Commission's ...

REST CEO moves on, custodian renewed

EMMA RAPAPORT  |  MONDAY, 26 JUN 2017
Long-serving chief executive of REST Industry Super, Damian Hill, has advised the board of his intention not to seek a renewal of his employment contract at its conclusion in January 2018. Hill, who first joined the fund in 1999 as administration manager ...

New national manager for IOOF Alliances

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
A former senior manager at Zurich and SuiteBox Solutions is now the national manager of IOOF's Alliances business. Most recently the regional sales manager Asia Pacific for SuiteBox, Andy Marshall is now tasked with leading and growing the IOOF Alliances ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
The Financial Planning Association of Australia is advocating for tax deductions of management fees and costs associated with the initial preparation of a financial plan. In its pre-budget submission to the Federal Government, the FPA says ongoing management ...

MDA provider upgrades offering

JAMIE WILLIAMSON  |  MONDAY, 13 MAR 2017
A managed discretionary account provider is partnering with a fintech to deliver a new cloud-based solution to financial advisers. managedaccounts.com.au will work with Melbourne-based CapitalRoad to upgrade its user interface and middle office requirements ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Elders Financial Planning will work with a well-known fintech to further develop digital solutions for its adviser network. Elders is collaborating with SuiteBox to create a unique dealer group offering, delivering the latest digital developments and ...