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Showing 3941 - 3950 of 9819 results for "Advisers"

Younger advisers drive digital client engagement

KARREN VERGARA  |  WEDNESDAY, 27 JUN 2018
... increasingly looking for digital means to engage clients, latest Investment Trends research shows. The majority (88%) of advisers are strengthening their client relationships using technology-based solutions to interact and disseminate information, this ...

New model boosts adviser engagement: MLC

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
... in lapse rates in the year to May 2018. MLC Life introduced business engagement managers (BEM) a year ago to provide advisers with the resources to engage with clients earlier in the relationship, and to ultimately help clients maintain the security ...

TAL to boost adviser underwriting knowledge

HARRISON WORLEY  |  MONDAY, 25 JUN 2018
A new underwriting education initiative from TAL will help advisers and clients better understand the underwriting process. TAL launched the education initiative to increase transparency in the underwriting process, and said the initiative would provide ...

Shaw and Partners shelves managed accounts partnership

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... the necessary documentation, infrastructure and related arrangements that enable the service to be made available to advisers to advise on. For this, MGP would earn an implementation fee. Service agreement and investment management agreements did not ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
... Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence roundtable, FPA head ...

Praemium moves Smartfunds into UAE

KANIKA SOOD  |  MONDAY, 25 JUN 2018
... including Qatar, Kuwait and Bahrain. "All five registered Smartfunds will be on the Mashreq's panel for distribution by advisers within their private and premier banking channels," Praemium said in company filings today. Praemium has also moved its ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... Paragem is welcoming a former Perpetual executive as its managing director. The licensing solutions provider for financial advisers announced Nathan Jacobsen will take his new post in September. Jacobsen spent 10 years in senior leadership positions ...

Dover exit renews self-licensing calls

ALEX BURKE  |  MONDAY, 25 JUN 2018
The collapse of Dover Financial Advisers has left more than 400 advisers with a narrow 30-day window to sign on with a new licensee, renewing calls for a more straightforward self-licensing regime. It's unclear at this stage where those 400 advisers ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... will succeed John Woodley who has taken the role of executive director, focused on mentoring and coaching Fitzpatricks advisers. "Our advisers highly value the strategic coaching and mentoring provided by John Woodley. To meet this demand, John will ...

ASX-listed multi-boutique names new CEO

ALEX BURKE  |  FRIDAY, 22 JUN 2018
... assets as at March 31. Rest general manager investments Brendan Casey said: "We worked very closely with our investment advisers in performing in depth diligence on GQG and are delighted to be working with both GQG and their partner, Pacific Current ...