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Showing 2361 - 2370 of 9816 results for "Advisers"

Elston grows distribution team

ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
... our clients and their investors," Elston's head of adviser services Mark Smith said. "We're now working with over 200 advisers nationally. Our models are available on six of the leading wrap platforms. And we have just surpassed $3 billion FUM." The ...

MLC exec to lead fintech

KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... years as general manager of MLC's wealth distribution, overseeing the retail platform and asset management services to advisers. His prior experience includes working in senior banking, insurance and financial planning roles at NAB and BNZ. Intelliflo ...

MLC enhances managed accounts leadership

ANNABELLE DICKSON  |  TUESDAY, 6 APR 2021
... experience which will further strengthen our managed accounts proposition and help us deliver the best of MLC to clients and advisers," he said. "The growth of the team reflects the continued uptake of managed accounts among advisers, and increasing ...

Count snaps up three former MLC firms

ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... join Count Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' experience as a financial ...

MetLife expands virtual health service

KARREN VERGARA  |  THURSDAY, 1 APR 2021
MetLife Australia has partnered with a healthcare provider to expand its virtual services for financial advisers. Teladoc Health will provide holistic health management via MetLife's 360Health program. Virtual services will include mental health assistance ...

Why advisers don't recommend annuities

KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
New research from University of Melbourne researchers has identified two reasons why financial advisers don't recommend annuities to their clients. Orford Initiative's latest findings found advisers play a key role in recommending annuities, but face ...

Multiples paid for client books dip

KARREN VERGARA  |  WEDNESDAY, 31 MAR 2021
How much financial advisers can expect to sell a book of investment and superannuation clients for has decreased over the last two years, according to a new valuation report. Radar Results has released its March 2021 price guide, highlighting a downward ...

Synchron appoints Queensland manager

ELIZABETH MCARTHUR  |  WEDNESDAY, 31 MAR 2021
... Synchron's Queensland advice firms," Donohue said. "Domiciled from Cairns to the Gold Coast, Synchron's Queensland advisers are delivering outstanding client outcomes, ranging from child cover to aged care. "I'm very pleased that I will be ...

Dimensional to use Calastone solution

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
... behaviours and events that trigger fund flows, empowering business development teams to engage more proactively with advisers and improve the service they offer." Last year, private equity giant The Carlyle Group said it will acquire a majority stake ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... Wood Mallesons partner Nathan Hodge said the DDO imposes a lot more implications for product providers and financial advisers when distributed under a general advice model compared to a personal advice model. "For example, one of the requirements under ...