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Showing 1771 - 1780 of 2284 results for Alex Burke

CBA whistleblower flags unfair compensation

ALEX BURKE  |  THURSDAY, 29 OCT 2015
CBA has been accused of severely mishandling its Open Advice Review program by a former employee. Former Open Advice Review assessment manager Russell Phillips alleged at the Senate Standing Committees on Economics Scrutiny of Financial Advice public ...

Zurich cleans up at Plan For Life awards

ALEX BURKE  |  THURSDAY, 29 OCT 2015
Zurich has won in three categories at Plan For Life's 2015 Direct Life Insurance awards. Aside from the overall Direct Life Insurance Excellence Award, Zurich also picked up the Term Life and Customer Service for Life Companies awards. Held in Sydney ...

IAG appoints COO from Suncorp

ALEX BURKE  |  THURSDAY, 29 OCT 2015
IAG has appointed a new chief operating officer. Mark Milliner joins the IAG executive team from Suncorp, where he was chief executive personal insurance. He has held numerous other roles at the $17 billion insurance group since 1994, including general ...

The power of saying no to difficult advice clients

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
Sometimes you need to refuse certain clients to grow your business. This was the message given by Multiforte director and 2014 Association of Financial Advisers Female Excellence in Advice award winner Kate McCallum. Speaking at the Association of Financial ...

The social benefits of advice

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
The true value of financial advice lies in its social and emotional benefits, according to Effortless Engagement owner Dean Lombardo. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns, Lombardo related how he'd ...

AMP wealth earnings down post-Genesys closure

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AMP's wealth management arm has seen a 49% dip in net cashflow in the third quarter to September 2015 (compared to the previous corresponding period). In its quarterly update, AMP explained this was largely due to the closure of Genesys Wealth Advisers ...

Futuro makes five key appointments

ALEX BURKE  |  FRIDAY, 23 OCT 2015
Futuro has appointed four new planners and a client service coordinator across its aligned practices. Manly Financial Services in Sydney has appointed a senior strategy and research adviser, Brisbane-based iPlan has hired a planner, and Stablewealth ...

AFA appoints member services manager

ALEX BURKE  |  FRIDAY, 23 OCT 2015
The Association of Financial Advisers has appointed a new member services manager. Roz Kaye joins the AFA from netwealth, where she was head of operations. She has also held roles at Premium Wealth Management, Australian Wealth Management, Bridges Financial ...

AIA launches adviser support service

ALEX BURKE  |  FRIDAY, 23 OCT 2015
AIA Australia has launched its Business Growth Hub, a service aimed at supporting advice business owners. The service is available online and through AIA's client development team, and provides planners with strategic business advice on issues such ...

Estate planning key to holistic advice

ALEX BURKE  |  THURSDAY, 22 OCT 2015
Integrated estate planning services will become a critical competitive advantage in financial advice, according to Australian Unity Personal Financial Services chief executive Steve Davis. Speaking at the Australian Unity business update event in Sydney ...