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Showing 161 - 170 of 210 results for "Independent Financial Adviser"

AIA not for sale

MEDIA RELEASE  |  MONDAY, 13 SEP 2010
AIA group executive chairman Mark Tucker has dismissed media speculation that AIA Group's Australian operation is for sale. "I wish to make a clear statement to the Australian market and our valued partners, advisers, and customers that AIA Australia ...

AFA launches FOFA Working Group

ELISE BURGESS  |  MONDAY, 30 AUG 2010
The Association of Financial Advisers (AFA) has launched the Future of Financial Advice (FOFA) Working Group. "We believe the Working Group will lead the way in informing the Government on the real impact of reform on consumers, advisers, the financial ...

Wealthtrac broadens share trading services

RUTH LIEW  |  TUESDAY, 3 AUG 2010
Platform provider Wealthtrac has launched a new share trading facility that allows advisers to choose from six panel brokers, including JB Were, Morgan Stanley and RBS Morgans. Matthew Johnson, chief executive and managing director of Wealthtrac, said ...

Broking firms back Suncorp update

MICHAEL HOBBS  |  THURSDAY, 24 JUN 2010
... in-force premium, new business represents approximately $80 million. The strategy involves focussing on independent financial adviser (IFA) market principally with Asteron and through direct distribution channels through GIO, APIA and AAMI. The group ...

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
... general manager of life risk at Suncorp. "Richard will play a key role in delivering results to our independent financial adviser channel, building on our established capability and supporting Asteron general manager, Jordan Hawke's, leadership in the ...

Addwealth seeks to triple FUA

RUTH LIEW  |  TUESDAY, 18 MAY 2010
... the key to opportunistic growth means Addwealth is not aiming to be the next mega player in the independent financial adviser sector. "There's a business cap - we can continue to deliver excellent returns even if we had $5 billion in FUM... but I wouldn't ...

IOOF adds ETFs to Pursuit

COMPANY RELEASE  |  FRIDAY, 14 MAY 2010
IOOF's platform, Pursuit Select, has added a number of domestic and international Exchange Traded Funds (ETFs) by State Street and BlackRock to its investment menu. "The growth in ETFs in recent times, coupled with demand from our advisers, led to the ...

The upside of a downside fund

MICHELLE BALTAZAR  |  THURSDAY, 22 APR 2010
Boutique fund manager Instreet has developed a new product that helps financial planners and their investors protect their Australian equity portfolios from market swings - without having to switch their equities allocation to cash. The product, Link ...