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Showing 2831 - 2840 of 4389 results for "financial Advice"

ClearView FUA hits $8bn

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... attaining 5% of the life insurance profit pool, building a material wealth management business and a high quality financial advice business. We are well positioned, notwithstanding recent market volatility, thanks to our Life Insurance and Wealth Management ...

PROFILE: Mercer chief customer officer Renee McGowan

STAFF WRITER  |  TUESDAY, 23 FEB 2016
... customer at the centre." As chief customer and marketing officer, McGowan looks after Mercer's content, digital, financial advice and marketing divisions. Combined, they serve 1.3 million customers. The teams receive 2,500 phone calls every day, conduct ...

Most accountants still unready for advice

ALEX BURKE  |  TUESDAY, 16 FEB 2016
Most accountants still lack confidence in their ability to deliver financial advice services, according to Bstar research. The Bstar 2016 Accountants Research Report suggests that 81% of accountants are unready to provide financial advice. This is lower ...

GBST extends $8bn IFA partnership

ALEX BURKE  |  MONDAY, 8 FEB 2016
GBST has extended its managed services agreement with an $8 billion independent financial advice firm. As a result, Baillieu Holst will continue using GBST's Shares equities settlement platform and Front Office service for its over 50,000 advice and ...

Rubik appoints insto account manager

ALEX BURKE  |  THURSDAY, 4 FEB 2016
... skillset and extensive experience in helping major financial services clients, just like ours, build contemporary financial advice models," Rubik chief executive Iain Dunstan said. Rubik has made several senior appointments in the past month, including ...

HLB Mann Judd launches estate planning

DARREN SNYDER  |  THURSDAY, 4 FEB 2016
Superannuation funds have been ramping financial advice services but they are not likely to enter the underdeveloped estate planning market in the near future. This is the view of advisory firm HLB Mann Judd Sydney which recently began its own estate ...

AZ NGA acquires second RI Advice practice

ALEX BURKE  |  TUESDAY, 2 FEB 2016
AZ Next Generation Advisory has acquired its eighth financial advice practice, the second from the RI Advice Group. AZ NGA's latest acquisition is Empowered Financial Partners, established in 1994 as Williamstown Financial Services and manages $134 ...

ASIC accepts ClearView adviser EU

ALEX BURKE  |  WEDNESDAY, 20 JAN 2016
ASIC has accepted an enforceable undertaking from a ClearView Financial Advice representative. Jason Churchill traded as Churchill Consulting Services. ASIC found that he made recommendations to clients without considering their "relevant personal circumstances" ...

Robo-advice challenged by price expectations

ALEX BURKE  |  MONDAY, 18 JAN 2016
... a full picture of an individual's personal circumstances, we need to find ways to get quality information and financial advice to customers, at a price they're prepared to pay."

Limited AFSLs like "part-time surgeons"

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... Results. Birt branded limited AFS licenses "dangerous" and argued that in order for accountants to provide quality financial advice they would need to "[commit] fully to the financial planning standards and process. "Would you be happy to have a part-time ...