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Showing 191 - 200 of 228 results for "Synchron"

Churning needs to be tackled with underwriters

BEN COLLINS  |  TUESDAY, 29 MAY 2012
... 'churning' in the life insurance industry need to be tackled at the underwriting phase, according to boutique licensee Synchron. "Every application for every form of life insurance captures information about existing Insurances," said Synchron director ...

Dealer group launches mobile medical service

RACHEL DAVIS  |  FRIDAY, 18 MAY 2012
Non-aligned dealer group Synchron has launched a mobile medical and pathology service, in partnership with Health Predictions, to assist advisers with the underwriting process. "Currently, if an adviser needs to arrange medical investigations for a ...

My Public Accountant goes live

ALEX DUNNIN  |  THURSDAY, 10 MAY 2012
In one of the most innovative developments by a professional association, the 20,000-strong Institute of Public Accountants is repackaging its professional member services in a move it expects will transform how public accountants connect with their ...

Flaws in advice system revealed by ASIC report

ELISE BURGESS  |  WEDNESDAY, 28 MAR 2012
... difficulties assessing the actual advice they received. John Prossor, director from independently-owned dealer group Synchron, told Financial Standard that while it was a small sample, the results were concerning, yet parts were not surprising. "Two-thirds ...

Mandatory FOFA start date confirmed for July 2013

CLAIRE MCGREAL  |  THURSDAY, 15 MAR 2012
The financial services industry has been given another year to implement the FOFA reforms, with the mandatory industry wide start date confirmed as July 1, 2013. Financial Services Minister Bill Shorten announced the proposed FOFA changes will kick ...

FOFA makes assumptions on churning: Synchron

CLAIRE MCGREAL  |  WEDNESDAY, 7 MAR 2012
Independent adviser boutique Synchron has slammed elements of FOFA, claiming it will ultimately lead to advisers being penalised when acting in their client's best interest. Synchron has criticised two particular elements it says relate to churning ...

Synchron NextGen success firm expands to Sydney

MELANIE TIMBRELL  |  TUESDAY, 14 FEB 2012
Synchron's Melbourne-based private wealth management firm, Wealth Enhancers is recruiting for their new Sydney-based boutique office to be headed by former UBS equity trader Wade Tink. Tink, a graduate of Synchron's NextGen program, left UBS to join ...

State winners named in AFA excellence awards

ELISE BURGESS  |  MONDAY, 1 AUG 2011
... Advisers for SA, Matthew Hawkins, financial planner, Financial Services Partners for Tasmania, Finn Kelly, practice owner, Synchron for Victoria and Brian Woods, director, Garvan for WA. "It's our belief that ongoing education enables our members to ...

Planners prime legal targets for angry clients

ALISON BEVEGE  |  MONDAY, 18 APR 2011
... ratings houses gave Trio and associated Astarra funds glowing ratings. Finn Kelly, financial planner at advisory group Synchron, said advisers could not rely solely on research houses and needed to pay attention to see how they were remunerated. "They ...

Malaysia pioneers Islamic Finance framework

ALEX DUNNIN  |  TUESDAY, 15 FEB 2011
Malaysia is stepping up its push to become a world centre of Islamic finance with the release of a Shari'ah Governance Framework for Islamic Financial institutions that will apply to Islamic organisations from June this year. Development of the framework ...