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Showing 161 - 170 of 202 results for "IFA"

AMP expands Qld team for IFAs and Alliances

AMP RELEASE  |  WEDNESDAY, 9 JUN 2010
... development manager. "Both Kevin and Reece's extensive industry knowledge and experience will be a great asset to the AMP IFA and Alliances Distribution sales team. These key appointments reaffirm our commitment to growing our presence in the IFA risk ...

AFA airs planner worries on fin reforms

MICHELLE BALTAZAR  |  TUESDAY, 1 JUN 2010
Planning body AFA continues its dialogue with Canberra about proposed government reforms that will lift industry standards, on the whole, but could also hurt the future of small to medium size Independent Financial Advisers (IFAs). Richard Klipin, chief ...

Aviva boosts business development team

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
... development manager. The appointments to the firm's business development team services both the independent financial adviser (IFA) and institutional markets. Peterson will be responsible for leading Aviva Investors' retail distribution team to drive ...

Suncorp names exec manager of life risk

COMPANY RELEASE  |  TUESDAY, 25 MAY 2010
... channel, building on our established capability and supporting Asteron general manager, Jordan Hawke's, leadership in the IFA market." Bellis starts his role next month and reports to Crosswell.

Rise of mini-mandates

MICHELLE BALTAZAR  |  THURSDAY, 4 MAR 2010
... fall to zero, is capped to their initial investment of $12,500. Lucas said they've slowly built up some 'street cred' in the IFA community following the performance of these products, specially for those who invested back in February last year. "The ...

Legalsuper reviews financial planning services

RUTH LIEW  |  MONDAY, 25 JAN 2010
The $1 billion-plus legalsuper is reviewing its financial planning services - including its relationship with Industry Funds Financial Planning - to boost member usage of the fund's advice offerings. Andrew Proebstl, chief executive of legalsuper, said ...

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 ...