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Showing 4731 - 4740 of 9821 results for "Advisers"

Asteron Life rewards healthy lifestyles

EMMA RAPAPORT  |  MONDAY, 24 APR 2017
... "We think that our new healthy lifestyle discounts demonstrate our commitment to being positively different by helping advisers protect their customers." How does it work? The new healthy life option will save new customers 10% on stepped life and TPD ...

RF Capital appoints new retail distribution head

JAMIE WILLIAMSON  |  FRIDAY, 21 APR 2017
... experience in financial services, having also previously held senior roles with Colonial First State, JANA Investment Advisers and Ausbil Dexia. RF Capital chief executive George Kostas said the firm is pleased to have appointed someone of Purcell's ...

Nominations for adviser award opens

KARREN VERGARA  |  FRIDAY, 21 APR 2017
Nominations for the Asteron Life and the Association of Financial Advisers' annual Excellence in Education Award are now open. Celebrating its 10th year, the award recognises financial advisers who demonstrate professionalism and commitment to further ...

Advice dealer group hires state manager

KARREN VERGARA  |  THURSDAY, 20 APR 2017
... triggered a strong level of enquiry from other advice practices. "We believe this is due to our core focus being helping advisers to grow their business first, being institutionally non-aligned with an open APL and our proprietary digital technology ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
As the 1 July deadline looms, an initiative from Challenger will make it easier for financial advisers to service clients and manage their retirement income needs. As superannuation reform, including the introduction of Comprehensive Income Products ...

IRESS readies industry for super reforms

EMMA RAPAPORT  |  WEDNESDAY, 19 APR 2017
Financial technology provider IRESS is assisting administrators and financial advisers to respond to the introduction of the superannuation laws with several updates. IRESS' superannuation administration platform, Acurity, and its financial advice technology ...

New portal advances SMSF advice

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Financial advisers can now manage the entire needs of SMSF clients through a new purpose built, cloud-based solution. Queensland-based financial services firm Quill Group has developed a new low-cost portal to enable advisers to establish a new SMSF ...

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
... Fitzpatricks is proud to welcome the new additions. "We welcome each to their new advisory positions at Fitzpatricks. Both advisers embody the essence of our approach: to seek culturally aligned businesses that make a difference to their clients' lives," ...

ClearView slams APL standard

KARREN VERGARA  |  TUESDAY, 18 APR 2017
... government 18 months ago to develop a new APL standard for the delivery of greater product choice and accessibility for advisers, the FSC has produced a superficial document that will fail to stamp out anti-competitive practices by the large vertically-integrated ...

Elder financial abuse requires education

KARREN VERGARA  |  TUESDAY, 18 APR 2017
The SMSF Association believes preventing elder financial abuse requires increased education for trustees and advisers, not stricter legislation. The dangers emerging from an ageing population and cognitive decline makes elderly superannuation fund members ...