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Showing 441 - 450 of 1136 results for "A3 Group"

Is risk advice at risk?

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
The head of one of Australia's largest non-aligned financial advice dealer groups is arguing new education requirements could kill life insurance advice and recent research suggests the discipline may already have one foot in the grave. Synchron director ...

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
... advisers who meet specific thresholds relating to lapsed policies. ASIC analyses these reports and other data to identify a group of high-risk advisers. The resulting 'high-risk list' is not in itself an assessment of poor quality advice, ASIC said. ...

UBS restructures global wealth arms

KARREN VERGARA  |  THURSDAY, 25 JAN 2018
... divesting Australia's wealth management operations. Former head of UBS Wealth Management Mike Chisholm, together with a group of senior advisers, established Crestone Wealth Management. At the time, Geoff Stansen, Gary MacKenzie, Andrew Lees, Leigh Birtles ...

Insurtech associations form global alliance

ALEX BURKE  |  TUESDAY, 23 JAN 2018
A group of associations representing insurance technology have co-founded a new Global InsurTech Alliance (GITA). Insurtech Australia, along with Insurtech London, Insurtech Asia and FinTechNZ are co-founders, along with future partners in Europe and ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
Using the telephone was the most popular means of purchasing life insurance policies in the year to November, the latest Roy Morgan survey shows. One-quarter (24.7%) of the 7632 consumers polled in Roy Morgan's Single Source survey rang the company ...

ASIC accepts EU from Brisbane adviser

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... advisers who meet specific thresholds relating to lapsed policies. ASIC analyses these reports and other data to identify a group of high risk advisers. The resulting 'high risk list' is not in itself an assessment of poor quality advice, ASIC said ...

Aviva wholesale sales head departs

ALEX BURKE  |  FRIDAY, 12 JAN 2018
The head of wholesale sales at Aviva Investors has left the company and a recruitment process is underway to find his replacement. Karl Linder joined Aviva in 2015 and was responsible for building out the firm's wholesale wealth management business. ...

ANZ attempts sale to Chinese conglomerate, blocked by NZ regulator

ALEX BURKE  |  THURSDAY, 21 DEC 2017
ANZ's attempted sale of a subsidiary business to a Chinese firm has been blocked by New Zealand's Overseas Investment Office. HNA Group has been in talks to purchase UDC Finance, an asset financing firm acquired by ANZ Bank New Zealand in 1980. ANZ ...

Former AustralianSuper risk head joins AIA ahead of CommInsure acquisition

ALEX BURKE  |  TUESDAY, 12 DEC 2017
AustralianSuper's former head of investment performance, risk and exposure management has joined AIA Australia ahead of its expected CommInsure acquisition in 2018. AIA told Financial Standard that Daniel Craine has joined the insurer in a "project ...

AIA appoints regional head of IFA

EMMA RAPAPORT  |  THURSDAY, 7 DEC 2017
AIA Australia will drive growth in the Asia region with the appointment of a new head of IFA distribution. Sam Tremethick, who first joined the life insurer in 2012 as national manager of strategic partnerships before accepting the role of IFA head ...