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Showing 1781 - 1790 of 2284 results for Alex Burke

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
AZ Next Generation Advisory (AZ NGA) has taken a 51% stake in a Sydney advice firm. The agreement to acquire Chatswood-based Wise Planners includes a 49% share swap with a 10-year progressive buy-back agreement, and follows AZ NGA's acquisitions of ...

NAB pays $1.7 million in compensation

ALEX BURKE  |  THURSDAY, 22 OCT 2015
NAB has paid $1.7 million in compensation so far as part of its Customer Response Initiative. This follows on from the bank's August update, where it announced it would write to customers who had suffered "financial loss caused by inappropriate advice ...

FEATURE: Reshaping insurance

ALEX BURKE  |  THURSDAY, 22 OCT 2015
In a highly competitive market, group insurers are looking beyond lowering prices to attract large fund clients. In May, APRA issued a letter to Australian life insurers outlining the regulator's concerns about the group risk sector. If group insurers ...

XTBs added to Praemium, HUB24 super platforms

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
Exchange-traded bond (XTB) units have been added to HUB24 and Praemium's superannuation platforms. XTBs provide retail investors access to units of individual corporate bonds issued by the top 50 ASX-listed companies. As of today, they are available ...

Steve Helmich joins Affinia

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015
TAL has made two key appointments to its Affinia risk advice team. Steve Helmich has been made chair of Affinia, having joined from AMP, where he was, most recently, executive director of financial planning. Commenting on his appointment, Helmich said ...

Future Fund appoints equities head

ALEX BURKE  |  WEDNESDAY, 21 OCT 2015

SSFS rebrands, launches digital advice

ALEX BURKE  |  FRIDAY, 16 OCT 2015
State Super Financial Services has rebranded and unveiled its new digital advice channel. Now known as StatePlus, the wealth management company is focusing on developing its digital strategy, building out facilities for digital advice delivery (including ...

ASIC bans former Westpac-aligned adviser

ALEX BURKE  |  FRIDAY, 16 OCT 2015
ASIC has permanently banned an adviser formerly with a Westpac-aligned licensee. Amanda Ritchie was an authorised representative of Magnitude Group, a Westpac subsidiary, from February 2013 to August 2014. Westpac terminated her employment in August ...

Synchron appoints state manager

ALEX BURKE  |  THURSDAY, 15 OCT 2015
Synchron has appointed a Victorian state manager. Jason Milosevski joins Synchron from Zurich, where he was a Victorian business development manager. He has also held positions at AMP and AXA, and was considered for his current role having graduated ...

NAB enters into MOU with Nippon Life

ALEX BURKE  |  THURSDAY, 15 OCT 2015
NAB has entered into a memorandum of understanding with Nippon Life to build a life insurance partnership. The goal, according to NAB's ASX statement, is to "[enter] a long-term partnership in life insurance product manufacturing," although NAB added ...