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Showing 1441 - 1450 of 4746 results for "Financial advisers"

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... boutique platform has appointed a distribution lead in a newly created role as it ramps up its offering to financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led ...

Family home dominates adviser conversations

KARREN VERGARA  |  MONDAY, 25 JAN 2021
Investment and retirement strategies around the family home were hot topics for financial advisers' clients in 2020. BT financial advisers' December 2020 quarter survey found clients continue to query advisers about their eligibility for the ...

TAL continues successful FASEA course

ELIZABETH MCARTHUR  |  THURSDAY, 21 JAN 2021
Life insurer TAL has launched another round of its FASEA exam masterclass, which aims to prep financial advisers for the exam. The masterclass, run through TAL Risk Academy, has proven very popular with TAL noting it is one of the most attended courses ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... Adviser Register shows he ceased in October 2018. Most recently, he was authorised by IOOF's Consultum Financial Advisers. Prior to that he spent more than a decade as an authorised representative of Meritum. Pavlidis' LinkedIn profile says that ...

Optimum Pensions partners with Generation Life

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... to meeting sales and marketing related hurdles. "Generation Life has a proven track record of working with financial advisers in delivering tax effective investment products providing investors with increased returns and better tax outcomes. We are delighted ...

Ignition Advice expands team

ELIZABETH MCARTHUR  |  FRIDAY, 15 JAN 2021
... for APAC, as it grows its global team. Rob Coulter will step into the role, joining from the Association of Financial Advisers where he was general manager, partnerships. Coulter was head of corporate development at AMP Advice (and ipac Securities prior) ...

AMP adviser numbers shrivel

ELIZABETH MCARTHUR  |  TUESDAY, 12 JAN 2021
The number of financial advisers licensed by AMP dropped dramatically in 2020, with the institution no longer the largest AFSL in the country by number of advisers. The largest AFSL is now the SMSF Adviser Network which had 839 advisers as at 31 December ...

Milliman practice lead resigns

KARREN VERGARA  |  TUESDAY, 12 JAN 2021
... better retirement outcomes via data, technology and behavioural analysis. His clients included wealth managers, financial advisers, pension funds and government bodies navigating the challenges of an ageing population. Milliman commented that it remains ...

FASEA urges advisers to maximise exam sittings

ELIZABETH MCARTHUR  |  MONDAY, 11 JAN 2021
With the window to complete the FASEA exam narrowing, financial advisers are being urged to maximise the number of attempts they make. In correspondence with the Association of Independently Owned Financial Professionals (AIOFP), FASEA chief executive ...

Class action launched against OnePath

ELIZA BAVIN  |  TUESDAY, 5 JAN 2021
... various superannuation funds by charging higher fees to members in order to pay unnecessary commissions to financial advisers for no ongoing benefit for the members. It also alleges OnePath breached its trustee duties by depositing certain cash investments ...