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Showing 4361 - 4370 of 9819 results for "Advisers"

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The rate financial advisers are leaving vertically integrated channels has motivated two industry experts to establish a "ruthlessly independent" community. GreenZone Australia co-founder and partner, Geoff Rimmer, said a significant number of advisers ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... retention remains a key issue, with planners typically losing three clients for every two they gain. On a positive note, advisers are aware of this issue and have taken steps to retain clients by servicing existing clients better, he added. More than ...

BTFG widens life insurance APL

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
BT Financial Group advisers will see their life insurance approved product list expand to a minimum of three, up from one currently. At the moment, Westpac Life is the only insurer on the BT Financial Advisers APL, although BTFG noted that over the ...

LaSalle appoints local client executive

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... via videoconferencing. Before Dokotela, she advised on corporate strategy and mergers and acquisitions at Fort Street Advisers. She has also held positions at Lazard and BKK Partners. In her new role, Mustac will report to global co-heads of LaSalle's ...

FPA supports disadvantaged youths

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... Professional Congress in Hobart will examine three of Australia's most influential couples' relationships, aiming to encourage advisers to reassess the ways they establish and develop their own client relationships.

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
... has grown to 25 practices in 29 locations across Australia. It launched with 11 practices. Akers said he sees future advisers as ones that go beyond the technical and bring extra competencies and soft skills. "The big one [skill] is empathy. Coaching ...

Managed accounts platform doubles FUA

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... three months. Managing director Shannon Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage their FoFA best interest obligations. WealthO2 aims to eradicate conflicts of interest and deliver ...

CFS annuities hits $1bn milestone

KARREN VERGARA  |  TUESDAY, 31 OCT 2017
... longevity strategies. Ensuring we have a full range of products to cater for all customers is just one of the ways we support advisers," Wall said. He added advisers are top of mind when developing the right solutions. One example is integrating a FirstChoice ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
... extensively with industry associations such as the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) to help promote our profession." Regenass will replace Sheridan Wright, whom Synchron said has taken a "senior management ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... said. For the financial planning industry, Morrison said he is putting an end to the current system that allows some advisers to become qualified in providing advice for retail customers after only four days of training. The necessary guard rails are ...