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Showing 3721 - 3730 of 18263 results for "Plan"

How advisers can capture young risk clients

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies. Integrity Life's The fight for future markets report upends the notion ...

Atlas Wealth launches mortgage brokerage

KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
Atlas Wealth Management has launched a mortgage-broking business and appointed a director to help expatriates buy property in Australia. Atlas Mortgages is led Jeremy Harper as director, an experienced mortgage broker who's also worked in accounting ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...

Honan launches reinsurance offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 14 APR 2021
Honan has announced it will enter the reinsurance market through the launch of Honan Re. Honan Re commenced operations in April 2021, based in Singapore and headed by Honan Asia managing director Eliza White. It will offer facultative reinsurance solutions ...

BUSSQ appoints two executive managers

KANIKA SOOD  |  TUESDAY, 13 APR 2021
The $5 billion industry fund has appointed two executive managers. Camille Magee moved to executive manager, relationships, growth and advice, Financial Standard's sister publication Industry Moves confirmed. Magee has previously worked at Equipsuper ...

Fidelity Investments to hire 1000 advisers

KARREN VERGARA  |  TUESDAY, 13 APR 2021
Fidelity Investments is in the process of hiring about 1000 licensed financial planners in the US in a bid to meet the skyrocketing demand for advice. The firm is expanding to over 20 locations across the US, including Seattle, Los Angeles, San Diego ...

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
New research from Investment Trends has revealed that high-net-worth investors in Australia have changed their view of professional financial advice since the pandemic. Investment Trends found that there are 485,000 HNW investors in Australia as of ...

Chief economist update: ScoMo cannot miss new vaccination target

BENJAMIN ONG  |  TUESDAY, 13 APR 2021
Some move the goalposts when they can't hit the target, but Prime Minister Scott Morrison did one better and all but abandoned his government's vaccine roll-out target. Taking to Facebook, Morrison announced on April 10 that: "The government ...

Vanguard appoints super administrator

KANIKA SOOD  |  MONDAY, 12 APR 2021
Vanguard has appointed an administrator for its soon-to-be-launched superannuation business in Australia. GROW Inc (formerly Grow Super) was appointed Vanguard's administrator for its superannuation offering last month, taking the contract from ...

Wholesale funds recover losses

ANNABELLE DICKSON  |  FRIDAY, 9 APR 2021
... management (FUM) down just 0.1%, recovering almost all the losses experienced as a result of COVID-19, new research from Plan For Life shows. The research revealed wholesale funds grew 5.4% in the December quarter to finish 2020 at $1.2 trillion. Pendal ...