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Showing 131 - 140 of 227 results for "Marsh"

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 ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
The wealth management industry was overwhelming in its support of the Senate passing two significant reforms aimed at strengthening consumer confidence in the financial planning and life insurance sectors. Both pieces of legislation were passed unchallenged ...

House passes professional standards bill

EMMA RAPAPORT  |  WEDNESDAY, 8 FEB 2017
Federal laws which will affect the future of the financial planning industry passed the House of Representatives last night. The Corporations Amendment (Professional Standards of Financial Advisers) Bill, which was first introduced into Parliament in ...

Rothschild snaps up former Goldman Sachs exec

JAMIE WILLIAMSON  |  TUESDAY, 7 FEB 2017
In an expansion of its equity capital markets advisory business, a former Goldman Sachs executive will join Rothschild Global Advisory. Previously head of equities for Goldman Sachs' Australian and New Zealand business, David Acton has been appointed ...

Zurich vet joins SuiteBox

ALEX BURKE  |  MONDAY, 26 SEP 2016
Zurich's former head of sales strategies life and investments has taken up a new role at subscription-based mobile office software provider SuiteBox. Andy Marshall, who worked with Zurich - initially as a regional sales manager - from 2012 to September ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
The Financial Planning Association (FPA) has called for greater clarity around the overarching purpose of the Financial Services Council's (FSC) Life Insurance Code. In its latest submission to the FSC the FPA noted that while the current draft has ...

CSC names new board member

DARREN SNYDER  |  MONDAY, 19 SEP 2016
The Commonwealth Superannuation Corporation is welcoming a new director following the departure of Lyn Gearing earlier this month. Joining the CSC board is Ariane Barker. She is currently general manager, products and markets at JBWere and has more ...