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Showing 1811 - 1820 of 2284 results for Alex Burke

Medical risk leader joins Bombora

ALEX BURKE  |  TUESDAY, 6 OCT 2015
A specialist medical risk provider has joined Bombora Advice. MediBroker, founded in 2012 by managing director Aaron Zelman, focuses on risk advice solutions for medical professionals. It currently has over 300 clients and will join Bombora as a principal ...

Platform flows stagnated in FY15

ALEX BURKE  |  FRIDAY, 2 OCT 2015
Fund flows into platforms barely exceeded outflows in the year to June 2015, according to Plan for Life research. FY15 saw $55.6 billion come into the platform sector, but outflows were $55.3 billion, resulting in a positive net flow of $0.3 billion. ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
The Association of Financial Advisers and ANZ Wealth have announced the finalists for its 2015 Rising Star award. Peel Wealth Financial Planning's Katherine Cairns, Mr Insurance's Declan Doolan, Harvest Wealth's Kylie George, AP Financial Solutions' ...

ASIC hits advice firm with more licence conditions

ALEX BURKE  |  FRIDAY, 2 OCT 2015
ASIC has increased its surveillance activity on Total Financial Solutions Australia advisers, following compliance concerns. The surveillance commenced in October 2014 and focused on TFSA product advice, which ASIC identified as having a "one-size-fits-all ...

Direct life outpaced by group sector

ALEX BURKE  |  THURSDAY, 1 OCT 2015
Life insurance sales are dominated by the group sector and direct insurers are struggling to keep pace, according to Rice Warner head of consulting and research Jenni Baxter. Commenting on Rice Warner's Direct Insurance Report 2015, Baxter described ...

ASIC bans ex-Genesys adviser

ALEX BURKE  |  THURSDAY, 1 OCT 2015
ASIC has banned a former Genesys financial adviser. Lukas Zelka was an authorised representative of AMP-owned Genesys Wealth Advisers from 2009 to 2011; after working at Jigsaw Support services for a year, he moved to another AMP licensee, Charter Financial ...

AIA appoints group insurance chief

ALEX BURKE  |  THURSDAY, 1 OCT 2015
AIA Australia has appointed a new chief group insurance officer. Stephanie Phillips will be responsible for group insurance product distribution. This follows AIA boosting its distribution team in September ahead of the transition to the new Life Insurance ...

S&P warns banks on cyber risk

ALEX BURKE  |  WEDNESDAY, 30 SEP 2015
Standard & Poor's has warned the global banking industry that it may soon factor cyber-security risk into its credit rating services. In a new report, the researcher and index provider highlighted the rising threat of cyber-attacks on banks, which it ...

Succession planning is not a waiting game

ALEX BURKE  |  TUESDAY, 29 SEP 2015
Advice practice owners should not base their succession strategy on potential economic tailwinds or favourable regulatory outcomes, according to Connect Financial Service Brokers chief executive Paul Tynan. In a statement, Tynan noted the increasing ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
OneVue has launched its new financial advice platform, LUMINOUS. Built over 18 months, the platform as designed to be heavily customised to individual client preferences, to the extent of facilitating self-directed investors who may wish to "drop in ...