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Showing 2001 - 2010 of 4730 results for "TAl"

MetLife revamps relationship management and underwriting teams

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... officially takes the post on September 17, leaving behind the positon of general manager of operations and underwriting at TAL.

IMAP awards managed accounts excellence

KARREN VERGARA  |  THURSDAY, 2 AUG 2018
The Institute of Managed Account Professionals recognised the best investment managers, licensees and providers facilitating the rapid growth of the industry at its inaugural awards ceremony last night. Held at Sydney's Dockside at Cockle Bay Wharf ...

AFSL launches new IFA dealer service

JAMIE WILLIAMSON  |  THURSDAY, 2 AUG 2018
... financial advice dealer group will provide licensee services to non-aligned advisers by way of a new white label offering. TAL's Affinia Financial Advisers has launched Affinia Access, enabling AFSLs to operate under their own license and brand with ...

Diversity underscores wealth manager success

KARREN VERGARA  |  TUESDAY, 31 JUL 2018
The wealth management industry's ability to realise its full potential and social purpose will be underpinned by a diverse workforce and conscious capitalism, according to Pendal chief executive Richard Brandweiner. Brandweiner said the volume of ...

Group insurers pressed for resources

KANIKA SOOD  |  MONDAY, 30 JUL 2018
... result in reduced benefits and products. Operational risks Speaking of TAL's workload to meet the July, 2019 changes, TAL chief executive Brett Clark said the TAL will have to re-price everything as the nature of the insurance pool will change so ...

Life insurers cautious about My Health Record

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
... access. Life insurers are cautious as to how the data could be used to improve customer health and insurance efficiencies. TAL general manager of health services Sally Phillips said the benefits of a health record accessible to both life insurers and ...

Former Australian Unity executive joins advice licensee

JAMIE WILLIAMSON  |  FRIDAY, 27 JUL 2018
A financial advice dealer group has added its third former Australian Unity executive this month. Former Australian Unity Personal Financial Services chief executive Steve Davis has joined Infocus Wealth Management in the newly created role of chief ...

Centrepoint Alliance bolsters distribution team

HARRISON WORLEY  |  THURSDAY, 26 JUL 2018
The former head of advice partnerships and membership at the Financial Planning Association of Australia (FPA) has linked with Centrepoint Alliance. Jason Tattershall has been appointed as the second growth manager at the advice services group, taking ...

Grandfathered commission debate an overreaction: AFA

JAMIE WILLIAMSON  |  THURSDAY, 26 JUL 2018
The ongoing debate around the removal of grandfathered commissions is an "overreaction", with trail commissions contributing little to the overall income of financial advice practices in reality. Addressing delegates at the 2018 Association of Financial ...

PPS Mutual creates state manager role

KARREN VERGARA  |  TUESDAY, 24 JUL 2018
... advice businesses and issues facing advisers. Her experience in wealth and financial advice spans 13 years, having worked at TAL as national accounts manager of the platforms business, responsible for overseeing relationships with investment platforms ...