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Showing 2711 - 2720 of 4897 results for "Alex"

AIA appoints group insurance chief

ALEX BURKE  |  THURSDAY, 1 OCT 2015
AIA Australia has appointed a new chief group insurance officer. Stephanie Phillips will be responsible for group insurance product distribution. This follows AIA boosting its distribution team in September ahead of the transition to the new Life Insurance ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
Almost all major retail wealth groups now offer managed accounts but that doesn't mean they are using the same strategy to get involved with the emerging sector. Rainmaker has just completed its second annual Managed Accounts report containing a detailed ...

S&P warns banks on cyber risk

ALEX BURKE  |  WEDNESDAY, 30 SEP 2015
Standard & Poor's has warned the global banking industry that it may soon factor cyber-security risk into its credit rating services. In a new report, the researcher and index provider highlighted the rising threat of cyber-attacks on banks, which it ...

Succession planning is not a waiting game

ALEX BURKE  |  TUESDAY, 29 SEP 2015
Advice practice owners should not base their succession strategy on potential economic tailwinds or favourable regulatory outcomes, according to Connect Financial Service Brokers chief executive Paul Tynan. In a statement, Tynan noted the increasing ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
OneVue has launched its new financial advice platform, LUMINOUS. Built over 18 months, the platform as designed to be heavily customised to individual client preferences, to the extent of facilitating self-directed investors who may wish to "drop in ...

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
Vision Super has recorded a massive increase in financial advice given to its members over 2015. Over the past year, Vision Super's financial advice team has had 2,422 meetings with members - a 70% boost from the 1,431 meetings in 2014. General advice ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
The Financial Planning Association of Australia and Challenger have awarded five UNSW scholarships for FPA members to study retirement planning. The scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip ...

Macquarie announces new chair

ALEX BURKE  |  MONDAY, 28 SEP 2015
Macquarie Group has filled its vacant chairman position. On 31 March 2016, Peter Warne will succeed outgoing chair Kevin McCann, who announced his retirement from the position on September 24. Warne is currently a non-executive director at the group ...

CBA launches online SMSF portfolio

ALEX BURKE  |  MONDAY, 28 SEP 2015
CBA has launched SMSF Portfolio, an online portal which gives self-managed super fund trustees a consolidated view of SMSF assets and liabilities. The new SMSF Portfolio feature is part of CBA's MyWealth mass market wealth management platform, launched ...

Life risk sales bounce back

ALEX BURKE  |  FRIDAY, 25 SEP 2015
Individual life insurance sales are recovering after two poor quarters, according to DEXX&R research. DEXX&R's life analysis report for the June quarter shows that new business in the sector grew by 15% on the March quarter to $321 million. As reported ...