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Showing 2171 - 2180 of 4730 results for "TAl"

ASIC adds life insurance to school curriculums

KARREN VERGARA AND JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
ASIC is ramping up its financial literacy initiatives that plans to incorporate life insurance in curriculums across primary and secondary schools. Already the regulator is undertaking an extensive program with state and territory governments to train ...

WA super funds combine forces

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Two Perth-based superannuation funds are set to become one, announcing an intention to merge. WA Super and Concept One will join forces to create Western Australia's only not-for-profit, public offer superannuation fund. It will manage more than $3.2 ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Hastings names new chief executive

JAMIE WILLIAMSON  |  FRIDAY, 22 SEP 2017
A former chief financial officer of Westpac's institutional bank will be the next chief executive of Hastings Funds Management. Hastings chairman Brian Scullin has confirmed that current chief executive Andrew Day will leave the business at the end ...

European $1bn asset manager enters Australia

ALEX BURKE  |  THURSDAY, 21 SEP 2017
A European manager with more than $1 billion in assets has received a mandate to invest in the Australian market. Avignon Capital's key markets are property in the UK, Germany, the Netherlands and Spain; assets include retail real estate, hotels, offices ...

Why managed accounts need a 'no exceptions policy'

KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm. Praescius Financial ...

TAL equips advisers with cancer education

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2017
TAL is helping financial advisers to support cancer patients and better understand their conditions with the launch of an education course. TAL's continuous education arm, Risk Academy, will run the on-demand webinar course aiming to equip advisers ...

PM Capital appoints sales director

ALEX BURKE  |  MONDAY, 11 SEP 2017
... marketing at Financial Advice Matters. Prior to that, he held a similar role at FTS Personal Advice, and has also worked at TAL, Aviva Australia and Colonial. "James brings real depth of experience and understanding, and is well known in the Queensland ...

Macrovue hires from Macquarie and BT

EMMA RAPAPORT  |  MONDAY, 11 SEP 2017
AMP backed online investment service Macrovue is continuing its growth with the appointment of two executives. Sriram Seshadri, formerly an associate director with Macquarie Group and a senior developer with Goldman Sachs, will join as Macrovue's chief ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
Indicating a rise in the number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership ...