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Showing 2081 - 2090 of 9816 results for "Advisers"

MFS hunts new retail lead

JAMIE WILLIAMSON  |  WEDNESDAY, 22 SEP 2021
... "Ross has been instrumental in building a well-reputed retail presence for MFS in Australia and New Zealand, supporting advisers and investors across the region. We have no doubt that he will be equally successful in his new MFS role and the opportunities ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... nationwide. My Dealer Services is using the financial advice technology firm's software to develop compliant advice. Advisers will be able to generate in-house, next day comprehensive and personalised advice that include fact finds, strategy papers ...

Morningstar hires new research business head

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 SEP 2021
... products Ivon Gower. "Rick brings over 20 years' experience in advice, with a deep understanding of the needs of advisers and licensees, and a passion for empowering adviser and investor success," Morningstar head of product and client solutions ...

Accumulation bubble ending: AFA

ANNABELLE DICKSON  |  WEDNESDAY, 22 SEP 2021
... bubble sparking the need for advice processes to change, according to CoreData. Speaking at the Association of Financial Advisers (AFA) Conference, CoreData global chief executive Andrew Inwood said the youngest of the baby boomers are turning 57 years ...

Higher premiums a problem, not a trend: AFA

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... than recognising it as a trend, according to AIA's chief executive. Speaking on a panel at the Association of Financial Advisers national conference AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do know that we ...

Stephen Jones changes tack on risk advice

ANNABELLE DICKSON  |  TUESDAY, 21 SEP 2021
... superannuation Stephen Jones said his views on life insurance have been challenged. Jones said he has reflected on arguments advisers brought to him over the last 18 months after admitting last year he had a negative bias towards life insurers and its ...

AFA chief outlines vision

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
The newly appointed chief executive of the Association of Financial Advisers remains realistic about the challenges the industry faces, but assured members that there is hope in overcoming them. In her first address as chief executive at the AFA's ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
At the Association of Financial Advisers' annual conference, general manager of policy and professionalism Phil Anderson dived into the regulatory overwhelm facing advisers. Anderson started his speech by asking, "Who is feeling overwhelmed by the level ...

More advisers switching practices

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
Nearly 1700 financial advisers jumped from one practice to another in the year to August, Rainmaker's adviser movements pipeline shows. The newly launched database found 1689 advisers moved from one employer to another, while the month to August saw ...

Hume puts finfluencer followers on notice

KARREN VERGARA  |  TUESDAY, 21 SEP 2021
... finfluencers not to rely on the government for compensation. Speaking on the first day of the Association of Financial Advisers national conference, the minister for superannuation, financial services and the digital economy warned consumers that make ...