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Showing 4521 - 4530 of 9820 results for "Advisers"

Freedom Insurance flags acquisition

KARREN VERGARA  |  THURSDAY, 24 AUG 2017
... the in-force business now exceeds $100 million in premium. Indirect policy sales which include third-party brokers and advisers associated with the group's Spectrum Wealth Advisers business grew 15% to $6.1 million. In addition to sales growth, chief ...

Annuity sales soar as deferred products loom

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2017
The increasing need for financial advisers to develop income layering strategies for clients has helped drive Colonial First State's lifetime annuity sales up by more than 80% in the last 12 months. Now with $850 million in annuities under administration ...

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
Specialist risk advice practice MBS Insurance promoted two of its financial advisers to partners. Both Chris MacKenzie and Brent McCullough joined Sydney-headquartered MBS Insurance about five years ago. MacKenzie joined the firm as an insurance adviser ...

ASIC flags stronger adviser surveillance

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
... (equal 10%). Among its priorities in the next six months, ASIC will focus on enforcing higher standards among financial advisers in complying with best interest obligations and providing appropriate advice to clients. It will also target Australian financial ...

The future lies in wellness: WSSA

EMMA RAPAPORT  |  WEDNESDAY, 23 AUG 2017
Advisers specialising in the workplace superannuation space are ideally placed to offer online financial wellness programs and should be looking to broaden their services, according to Workplace Super Specialists Australia. WSSA president Terry Rhodes ...

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
Financial advisers relying solely on psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
... the push towards financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development Jessica Brady, Netwealth's Matt Heine and futurist Anders Sorman-Nilsson - ...

SMSFA supports quarterly reporting proposal

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... significant shift from the current reporting arrangements. Therefore the ATO's move to "soft pedal" any changes by presenting advisers and clients with two alternative approaches for comment are welcome. "We are pleased that the ATO has listened to the ...

Advice at any age will enhance retirement: Sunsuper

EMMA RAPAPORT  |  TUESDAY, 22 AUG 2017
... have made significant changes to our business, to make it easier for members to get the right information and easier for advisers to work with us." When it comes to retirement, dreams tended towards travelling around the world or Australia, while others ...

Australian Ethical boosts adviser arm

KARREN VERGARA  |  MONDAY, 21 AUG 2017
... an associate of conference and events at BlackRock. Australian Ethical managing director Phil Vernon said: "We believe advisers will play a critical role in educating clients and bringing ethical investing into the mainstream. Australian Ethical is experiencing ...