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Showing 21 - 30 of 71 results for "IFAs"

Aware Super eyes IFAs, hires lead

KARREN VERGARA  |  THURSDAY, 17 JUN 2021
... spent more than 12 years in sales and sales leadership roles, predominantly in the retail insurance sector and working with IFAs. He also worked at Zurich Financial Services. "I look forward to building on the legacy of WA Super in the IFA space and ...

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
... charged higher premiums for life insurance than people who obtained identical insurance through independent financial advisers (IFAs). Shine alleged Westpac financial advice clients paid between 4.3% and 9.09% more than the clients of IFAs for the same ...

Former Fidelity wholesale head joins Sydney boutique

KANIKA SOOD  |  THURSDAY, 11 JUN 2020
... independent advisers across the country. "Clearly there has been a structural shift out of institutional licensees towards IFAs. Managed accounts were growing pre-COVID but they have become even more important for advisers since then," Mathie said. He ...

Research firm bolsters executive leadership

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... established post the Hayne Royal Commission," he said. "AFM's database of actively managed funds is designed to enable these IFAs and high net-worth investors to easily track, compare and analyse the performance and key risk indicators of each fund ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... financial advisers. "Recent events have exacerbated margin pressures already being suffered by independent financial advisers (IFAs)," it said. "A combination of additional time servicing existing clients and reduced revenue is hurting advice businesses. ...

Perennial adds to team

KANIKA SOOD  |  THURSDAY, 30 JAN 2020
... retail distribution Cesar Farfan. She spent a good part of the last decade at Perpetual. "[She will also look after] mid-tier IFAs who are looking to build their own portfolios, which is a growing part of the market," Farfan told Financial Standard. ...

Warakirri launches new fund for HNWIs

KANIKA SOOD  |  FRIDAY, 16 NOV 2018
... minimum investment size is set at $100,000. The boutique hired Stuart Devlin, Franklin Templeton Investment's head of IFAs and family offices to build key relationships in the Australian private wealth market in September. Warakirri is a 25-year-old ...

Boutique appoints distribution lead

KANIKA SOOD  |  WEDNESDAY, 12 SEP 2018
... the Australian private wealth market, acting as Warrakiri's head of family office and independent financial advisers (IFAs). In his most recent role, Devlin was Franklin Templeton's head of IFAs and family offices. Prior to this, he was ING Investment ...

MGP partners with advice firm

JAMIE WILLIAMSON  |  TUESDAY, 27 MAR 2018
... business model and the ability and appetite for firms to control their own portfolio management outcomes is resonating well with IFAs and wealth managers," Nejasmic said.

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Research shows independent financial advisers (IFAs) do not feel threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from ...