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Showing 3861 - 3870 of 9819 results for "Advisers"

Zurich names executive lineup for new business

KANIKA SOOD  |  WEDNESDAY, 8 AUG 2018
... Bailey said. "We will continue to invest extensively in both the Zurich and OnePath brands and propositions, ensuring both advisers and customers can benefit from genuine choice and a superior customer experience."

Limited MDA deadline closes in

KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
Financial advisers operating under a limited managed discretionary account should have made other formal arrangements by now, but the truth is many are still lagging behind, according to IMAP chair Toby Potter. With the limited MDA changes taking effect ...

Former NULIS chair faces Royal Commission

KANIKA SOOD  |  TUESDAY, 7 AUG 2018
... in 2012, it went through the board under Smith's watch. Smith said her understanding of the fee changes was that advisers would only be paid a fee for an agreed service if they provided it. "Was it your understanding that the amounts that had been ...

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
Financial planners can help embattled farmers in drought stricken areas to urgently access their superannuation by lobbying the Federal Government for changes to super hardship policy. Certified Financial Planners Julie Matheson and Peter Roan are proposing ...

ASIC staff to investigate institutions from the inside

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... towards improving consumer access to the ASIC's Financial Adviser Register and ensuring compliance by licensees and advisers with the Future of Financial Advice laws. In a joint statement, Treasurer Scott Morrison and Minister for Financial Services ...

MetLife revamps relationship management and underwriting teams

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
... manager. Richard Holt is the head of service delivery, responsible for MetLife's retail service proposition, supporting advisers and other intermediaries across new business, underwriting and policy administration. Holt was previously head of sales development ...

Lose grandfathered commissions, lose business: MLC

KARREN VERGARA AND JAMIE WILLIAMSON  |  MONDAY, 6 AUG 2018
... transfer or merger, NULIS had no contractual arrangement to continue the commissions. Hodge pressed if there was a risk that advisers and their clients would move elsewhere if the grandfathered commissions ceased - to which Carter answered, "That is ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... versus recommendations that are off-APL. ASIC should publish this information annually and conduct audits to determine if advisers in meeting clients' best interests by this means. The PC also wants ASIC to assess the feasibility of financial planners ...

Super funds suit up for Royal Commission

KARREN VERGARA  |  MONDAY, 6 AUG 2018
... this year, ASIC handed down its landmark vertical integration report, which found that some trustees and their financial advisers were pushing in-house products at a higher proportion compared to overall product offerings. "If trustees and their financial ...

ASIC identifies potential risks in ETP market

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
... to compare products with same investment strategies. "We encourage issuers to continue to educate investors and their advisers about how the ETP market operates and to provide them the tools, like an iNAV, to help them make informed investment decisions," ...