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Showing 1821 - 1830 of 2284 results for Alex Burke

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
Vision Super has recorded a massive increase in financial advice given to its members over 2015. Over the past year, Vision Super's financial advice team has had 2,422 meetings with members - a 70% boost from the 1,431 meetings in 2014. General advice ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

Macquarie announces new chair

ALEX BURKE  |  MONDAY, 28 SEP 2015
Macquarie Group has filled its vacant chairman position. On 31 March 2016, Peter Warne will succeed outgoing chair Kevin McCann, who announced his retirement from the position on September 24. Warne is currently a non-executive director at the group ...

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
CBA has launched SMSF Portfolio, an online portal which gives self-managed super fund trustees a consolidated view of SMSF assets and liabilities. The new SMSF Portfolio feature is part of CBA's MyWealth mass market wealth management platform, launched ...

Life risk sales bounce back

ALEX BURKE  |  FRIDAY, 25 SEP 2015
Individual life insurance sales are recovering after two poor quarters, according to DEXX&R research. DEXX&R's life analysis report for the June quarter shows that new business in the sector grew by 15% on the March quarter to $321 million. As reported ...

AZ NGA hits $1 billion AUM after latest acquisition

ALEX BURKE  |  FRIDAY, 25 SEP 2015
AZ Next Generation Advisory (AZ NGA) has acquired a 51% ownership stake in Financial Lifestyle Partners (FLP), bringing the firm's total assets under management to $1 billion. After being established by former ANZ managing director of advice and distribution ...

Life powers Chinese insurance industry

ALEX BURKE  |  THURSDAY, 24 SEP 2015
Life insurance is the primary driver of the rapid growth of China's insurance industry, according to research from credit agency Dagong. Dagong's report showed that life insurance represented 62.7% of gross premiums written at the end of 2014. Similarly ...

AMP offers Adviser Academy course via Griffith

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AMP has redesigned its Horizons adviser education program and is now offering its Adviser Academy course through Griffith University. Changes in the redesign of the course include: raising entry standards to a degree equivalent, provisioning for graduates ...

AB appoints regional manager

ALEX BURKE  |  THURSDAY, 24 SEP 2015
AllianceBernstein (AB) has appointed a regional manager. Stephen Nguyen will be based in AB's Melbourne office. He joins the firm from AMP, where he was a business development manager. Prior to that, he held a similar role at Aviva/MLC. He has also ...

Outsourcing is the future of compliance

ALEX BURKE  |  WEDNESDAY, 23 SEP 2015
The wealth management sector will increasingly outsource its administration systems to streamline compliance issues, according to Bravura Solutions Asia Pacific managing director Roland Slee. Speaking at a media briefing in Sydney, Slee said that because ...