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Showing 151 - 160 of 186 results for "Head of Advice"

Netwealth Advice set for growth after business restructure

LAURA MILLAN | FRIDAY, 13 SEP 2013

... restructure that will pave the way for a "strong and sustained" growth over the next year, netwealth Advice Group head of Advice Simon Micallef said. The group currently has a total of 60 advisers across three companies: Financial Planning Services Australia ...

Direct investment option key to retain fund members

LAURA MILLAN | WEDNESDAY, 21 AUG 2013

... to switch funds and those likely to set up or join an SMSF would likely use a DIO option if available," CoreData head of Advice, Wealth and Super, Salvador Saiz, said. "In the battle to combat the leakage to SMSFs, the study does indicate that DIOs could ...

TASA necessary for customer protection: accountants

LAURA MILLAN | WEDNESDAY, 5 JUN 2013

... exemption. "We knew the exemption would expire, so we took the steps to register as tax agents," Anne Street Partners head of Advice Heino Ling said. Ling applied for his licence in September 2011 and obtained six months later, in March 2012. Anne Street ...

Smartphone apps could increase super engagement

JAMES FERNYHOUGH | TUESDAY, 21 MAY 2013

... they're not getting it), they want it to be relevant and be tailored to them and their life stage," CoreData's head of advice, wealth and super Salvador Saiz said. The survey also found that, while voluntary contributions are rising, more than two thirds ...

netwealth creates new national advice group

MARK SMITH | WEDNESDAY, 20 MAR 2013

... the group for the benefit of all our clients," said netwealth managing director Michael Heine. Simon Micallef, head of advice for the new division says the business is specifically pitched as an alternative to the institutionalised market. "We hope to ...

Would-be clients snub advice

MARK SMITH | FRIDAY, 18 JAN 2013

... quantifiable or tangible benefits of seeking advice, given the cost to would-be clients," said Kristen Turnbull, head of advice wealth and super at CoreData. "Often it is the intangible benefits - such as peace of mind and certainty - that are most valued ...

TAL crowned life company of the year

MARK SMITH | MONDAY, 26 NOV 2012

... what's driving satisfaction among advisers with their life company in 2012, and rightly so," said Kristen Turnball, head of advice, wealth and super at CoreData. "The life companies with the highest adviser satisfaction this year are considered easy ...

netwealth cost focus pays off

MELANIE TIMBRELL | WEDNESDAY, 22 AUG 2012

... thing advisers would like their platform to improve in 2012 is lower cost to the investor," said Kristen Turnbull, head of advice, wealth and super at CoreData. "In the current environment, advisers are under pressure from clients to demonstrate the ...

Super loyalty defies low return expectations

BEN COLLINS | TUESDAY, 14 AUG 2012

... robust investor attachment to non-performing funds. It is investor apathy, argues Kristen Turnbull the researcher's head of advice, wealth and super which led over half of the members surveyed (57%) to suggest they would stick with their fund even if ...

40% of super funds gone by 2020:CoreData

BEN COLLINS | TUESDAY, 7 AUG 2012

... increase to 24% by 2030, from 20% today. 28% of the population will be aged over 60 by 2050. Kristen Turnbull, head of advice, wealth and super at CoreData, said the research suggested that two in five funds that exist today will not be around in less ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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