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Showing 151 - 160 of 186 results for "IFA"

AIA Australia execs leave

MICHAEL HOBBS  |  FRIDAY, 22 JAN 2010
... appointments will be made to the firm's Adviser Services team. "We have a strong commitment to the independent financial advice (IFA) market and we're looking at external opportunities as well as internal employment opportunities to really gear that ...

Shadow shop reveals service gap among planners

MICHAEL HOBBS  |  THURSDAY, 21 JAN 2010
A secret "shadow shopping" exercise on the services provided by the Industry Funds Financial Planning (IFFP) group found their advisers are not as good as independent financial advisers (IFAs) and bank-aligned planners. The CoreData report, The Industry ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
AXA Asia Pacific makes a big push into the SMSFs sector, flags plans to remove all entry, exit and trail commission products from its APLs and unbundle advice fees from product fees on all of AXA's on-sale products. In an investor presentation today ...

The downside of Ripoll

MICHELLE BALTAZAR  |  TUESDAY, 24 NOV 2009
The challenge facing financial planners in complying with the Ripoll Report's recommendation of legislating fiduciary duty is how it can be codified, said a law expert. Michael Peters, business law lecturer from the University of New South Wales, said ...

Instreet launches Link ARC

COMPANY RELEASE  |  THURSDAY, 5 NOV 2009
Boutique fund manager Instreet taps into investor demand for more exposure into the commodities sector with a new structured product called Link ARC (Absolute Returns from Commodities). This is the fourth product from Instreet's Link series, which has ...

Tower taps UK trends to upgrade insurance

RUTH LIEW  |  THURSDAY, 22 OCT 2009
... the choice for online or paper-based processes for advisers - upgrades underpinned by research and technology from latest IFA and insurance trends from overseas, particularly the UK. In a presentation this morning to advisers, Brett Yardley, head of ...

Praemium signs on Succession

COMPANY RELEASE  |  FRIDAY, 25 SEP 2009
... wealth management business, providing fund management, financial services consolidation and capital creation for professional IFA firms in the UK. The firm specialises in helping IFA businesses prepare for the forthcoming new regulation and realise their ...

Aviva launches insurance 'mylink'

MICHELLE BALTAZAR  |  FRIDAY, 25 SEP 2009
... insurance applications. Since late 2007, the group has acquired the highest market share in the independent financial adviser (IFA) channel, for retail stand alone new business.

OneVue buys 50pc of WealthCraft

RUTH LIEW  |  THURSDAY, 17 SEP 2009
... firms. The firm's client portfolio includes retail and private banks, insurance companies, independent financial advisers (IFA), and brokerage firms. OneVue is the result of a merger between APA portfolio services, Pentafin and Direct Portfolio. The ...

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... administration, research, technical services, business support, compliance and support services. "Continued support from the IFA market reflects Zenith's capability in providing a tailored research solution to meet the needs of individual practices," ...