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Showing 171 - 180 of 210 results for "Independent Financial Adviser"

AIA appoints head of adviser services

PRESS RELEASE  |  WEDNESDAY, 21 APR 2010
... joining TOWER, she worked at AIA Australia between 1994 and 2004. She will lead AIA Australia's independent financial adviser distribution team including state managers, dealership managers and sales support teams. This appointment comes after AIA appointed ...

Former St.George WM chief quits BT

COMPANY RELEASE  |  MONDAY, 12 APR 2010
BT Financial Group (BTFG) has restructured its senior executive team following the resignation of Geoff Lloyd, former chief executive of St.George Wealth Management and the group's general manager. The company statement did not disclose the reasons ...

Rise of mini-mandates

MICHELLE BALTAZAR  |  THURSDAY, 4 MAR 2010
Many planners are looking for bespoke risk management solutions to help protect their client portfolios from market swings while, at the same time, remaining 'in the game'. George Lucas, founding managing director of boutique structured products specialist ...

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 ...

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 ...

Netwealth buys $700m FUA planning firm Bridgeport

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
Platform and financial services provider, netwealth, has bought national dealer group, Bridgeport Financial Services - marking the company's foray into owning planning practices directly. Bridgeport has offices in Adelaide, Melbourne, Sydney, Canberra ...

AMP and AXA SA propose final offer

MICHAEL HOBBS  |  MONDAY, 14 DEC 2009
AMP and AXA SA have sweetened the bid for AXA Asia Pacific, increasing the cash component of the proposal in a move that the firms said is their best and final offer. The revised proposal means AXA Asia Pacific's minority shareholders are being offered ...

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 ...

AMP circles AXA Asia Pacific

MICHAEL HOBBS  |  MONDAY, 9 NOV 2009
AXA Asia Pacific independent directors have rejected AMP's $4 billion bid for AXA's Australian and New Zealand businesses, creating the first hurdle in a landmark deal that could, if it goes through, create a new Australian insurance and financial planning ...