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Showing 151 - 160 of 210 results for "Independent Financial Adviser"

IOOF new sales head

ELISE BURGESS  |  THURSDAY, 28 APR 2011
IOOF Holdings (IOOF) has named a new head of sales as it further targets the independent financial adviser market. Geoff Kellett took on the Sydney-based role this week and will be responsible for bringing IOOF's administration and investment offerings ...

Macq coins onto mortgage agenda

ELISE BURGESS  |  MONDAY, 11 APR 2011
Three out of four financial planning practices offer mortgage broking or referral services to their clients on their agenda, leading Macquarie to launch a mortgage module for COIN Office. The new module provides tools that will assist advisers to meet ...

Management shake up at Zurich

ELISE BURGESS  |  WEDNESDAY, 9 MAR 2011
Zurich Financial Services Australia has embarked on a series of management changes as it aligns itself closer to its parent global structure. Zurich will maintain two clear operating businesses, general insurance, and life insurance and investments ...

AMP positions senior AXA staff

MATT WOODINGTON  |  TUESDAY, 8 MAR 2011
Senior members of AXA management take less pronounced roles in the restructured AMP team following court approval of the $14 billion merger. Four AXA executives make the journey to AMP, following in the footsteps of chairman Rick Allert and director ...

Fiducian on growth path

ELISE BURGESS  |  TUESDAY, 1 MAR 2011
... This will be marketed to financial planners both within the Fiducian tied network and the wider independent financial adviser market. "The business plan for the next half year will see the management team continue to expand and develop existing revenue ...

AMP steps up adviser support

ELISE BURGESS  |  WEDNESDAY, 23 FEB 2011
AMP has launched new technology communication tools and peer-to-peer workshops to provide greater support for its advisers. AMP launched the initiative to promote intra-group communications and to facilitate regular meetings even across state boundaries. ...

BT Financial expands into insurance

ELISE BURGESS  |  MONDAY, 14 FEB 2011
... just an underwriting engine. This is a full-blown solution and we will take it out to the 15,000 independent financial adviser market," said Phil Hay, BT Financial Group's head of life insurance. The first cab off the rank is BT's new product, Protection ...

Patron signs IOOF Pursuit

RUTH LIEW  |  TUESDAY, 5 OCT 2010
Patron Financial Advice has renewed its contract with IOOF's Pursuit platform. Patron chose to renew the deal with IOOF due to the platform provider's transparent administration fee structure, it said in a statement. "Pursuit's pricing structure, in ...

MLC appoints dream team in tech services

RUTH LIEW  |  THURSDAY, 23 SEP 2010
... business development. "Our expanded team of technical specialists will also now be available to the independent financial adviser (IFA) market following significant demand from that sector of the market, particularly for phone and email support, as well ...

Advisers champion responsible investing

RUTH LIEW  |  THURSDAY, 16 SEP 2010
Australian financial planners can learn from their UK counterparts on socially responsible investing - as British planners, not pension funds, lead the way in ESG issues, according to an expert. Alexis Krajeski, associate director governance & sustainable ...