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Showing 131 - 140 of 221 results for "New Adviser"

Erin Truscott named AFA Rising Star

MARK SMITH  |  THURSDAY, 6 OCT 2016
GCA Financial's Erin Truscott has been named this year's AFA Rising Star in a ceremony at the industry association's annual conference in the nation's capital. The AFA Rising Star of the Year Award, which is supported by ANZ Wealth, was launched in ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Launched 11 years ago, the AFA Rising Star of the Year ...

Banks commit to new adviser hiring standards

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
In the hopes of only employing competent and ethical financial advisers, the banking industry has announced a new hiring protocol. The banking industry has created a protocol which sets minimum standards for checking references and sharing information ...

Sunsuper continues push into adviser market

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
... staff and services for financial advisers wanting to partner with us," said Fuchs. Sunsuper has also introduced a new adviser portal - Adviser Online - enabling advisers to access their clients' account information at any time. "The positive feedback ...

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
UK pension, investments and insurance giant Aviva has hired a fresh team of face-to-face advisers three years after scrapping its 120-strong team. The move marks the return of aligned advice - the new advisers will be restricted to recommending only ...

HUB24 FUA exceeds 120% growth

KERRIE SYDEE  |  FRIDAY, 15 JUL 2016
HUB24 has reached $3.776 billion in funds under advice (FUA), an increase of 122% on 30 June 2015. The platform recorded record annual retail net inflows of $1.61bn in FY16, an increase of $813m or 102% on FY15. Quarterly net inflows were also up, $579m ...

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view ...

CFS upgrades FirstChoice and FirstWrap

MARK SMITH  |  THURSDAY, 17 MAR 2016
... advisers need and then we work to deliver it." FirstChoice has improved its pension payment reset facility, including new adviser self-service screens, updated insight screens, new help text, and new payment forms. CFS also enhanced the e-post service ...

ANZ reduces 146 Oasis staff in Macquarie partnership

ALEX BURKE  |  WEDNESDAY, 3 FEB 2016
... "the majority" of the 146 Oasis roles will be given to Macquarie employees. The result of the partnership will be a new adviser wrap platform, administered and engineered by Macquarie, which will serve Oasis's 50,000 clients representing $6.9 billion ...

Government releases adviser education legislation

ALEX BURKE  |  FRIDAY, 4 DEC 2015
The Government has released exposure draft legislation for raising the professional standards for financial advisers. The draft legislation stipulates that new advisers will require a degree, a professional year of training and pass an exam. Current ...