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Showing 4101 - 4110 of 9819 results for "Advisers"

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... paraplanning, remote IT network management and voice-based support services. FinPal chief executive Stephen Handley said many advisers are interested in outsourcing but are often deterred. "I think it's pretty safe to say that all financial services ...

Industry fund names investment operations boss

KARREN VERGARA  |  WEDNESDAY, 4 APR 2018
... 750,000 members." The fund recently appointed Rhonda Spagnol as its head of property. She joined from JANA Investment Advisers, formerly its co-head of property. At Cbus, she is responsible for strategy development and oversight of the property sector ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... regtech and data analytics provider after making a minority investment in the business last year. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best interest metrics and ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Hayne, the inquiry has called upon the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and ASIC to provide case studies on compliance with the law and community standards and expectations, as well as the ...

Prime Value appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 3 APR 2018
... it to launch retail-backed funds; expand the company's relationship with a network of retail and independent financial advisers; and allow it to "use the Switzer name, a well-recognised and respected brand in the retail investment market." Marty Switzer ...

CBA mulls sale of Indonesian life business

JAMIE WILLIAMSON  |  TUESDAY, 3 APR 2018
... review. The bank announced it is undertaking a strategic review of PT Commonwealth Life (PTCL) and has engaged external advisers to weigh the possibility of selling its 80% stake in the business. Headquartered in Jakarta, PTCL was established in 1992 ...

MetLife makes senior hire

JAMIE WILLIAMSON  |  TUESDAY, 3 APR 2018
... responsible for leading MetLife's engagement with licensee management and research teams nationally. "We want to be the partner advisers and licensees rely on to help them navigate the changing world of life insurance for their clients," MetLife head ...

Intiger hires global head for AI software push

KANIKA SOOD  |  THURSDAY, 29 MAR 2018
... licensee networks. He has also worked for AMP Financial Planning, NAB's MLC, Colonial First State and Genesys Wealth Advisers. Initiger Group has also reasserted its commitment to programs announced with three CBA subsidiaries: Commonwealth Financial ...

Adviser builds new practice under Elders banner

DARREN SNYDER  |  WEDNESDAY, 28 MAR 2018
... to the wider Elders group, and referral networks and support programs such as education scholarships to help up-skill advisers in line with proposed education reforms. "We are looking to attract highly skilled advice practices who want nothing but the ...