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Showing 4821 - 4830 of 8592 results for "SIM"

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
Recent high-profile mergers and acquisitions of aligned advisers by independent groups are a sign of a growing trend. In the past three months, former ANZ managing director of advice and distribution Paul Barrett's firm AZ Next Generation Advisory (AZ ...

IOOF merges two licences

ALEX BURKE  |  FRIDAY, 24 JUL 2015
IOOF has merged licences My Adviser and Plan B into Consultum and Shadforth. An IOOF spokesperson said, "The reasoning behind the transition of the advisers in both cases is that it makes sense to consolidate smaller licences, such as MyAdviser and ...

SMSF Association launches accreditation

LAURA MILLAN  |  FRIDAY, 24 JUL 2015
The SMSF Association has launched an accreditation program for financial services workers willing to know the basics of self-managed super funds (SMSFs). The SMSF Practitioner (SSP) program is a practical, foundation-based SMSF designation aimed at ...

Australians making more money from investing than working

ALEX DUNNIN  |  FRIDAY, 24 JUL 2015
Median Sydney house prices reaching $1 million combined with another strong year from super funds highlights how, for many Australians, their investments make more money than they do. Newspapers in Sydney this week featured stories about how the median ...

SMSFs keeping cash for better markets

DARREN SNYDER  |  FRIDAY, 24 JUL 2015
Self-managed superannuation funds (SMSFs) stowed away $56 billion in excess cash during the 12 months to April 2015, the highest amount in seven years. Billions that would have been invested if it were not for market uncertainty is reflective of a wider ...

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
The Monetary Authority of Singapore (MAS) has implemented key risk/life insurance advice reforms that were inspired by similar policies in Australia, the Netherlands and the UK. Minister for Culture, Community and Youth Lawrence Wong said these countries' ...

Insurance advisers focusing on client segmentation

ALEX BURKE  |  WEDNESDAY, 22 JUL 2015
Clients seeking insurance advice can be segmented into three broad categories and advised accordingly, according to research by AIA Australia and the Beddoes Institute. The research paper, The advice challenge: Understanding what clients value, defines ...

Ipac head of technical services joins Perpetual

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
Head of technical services at AMP-owned ipac Securities has stepped down from his role to join Perpetual Private as head of strategic advice. Colin Lewis had led ipac's technical services team for the past 14 years and has over 20 years' experience ...

Perpetual, TAL advisers join independent firm

LAURA MILLAN  |  WEDNESDAY, 22 JUL 2015
A non-aligned Sydney advice firm has hired two financial advisers who were previously at Perpetual Private and TAL. Manly Financial Services (MFS) is aiming to maintain the current client growth of 30%, following the purchase of Augeo Wealth Management ...

AFA tweaking life insurance framework

ALEX BURKE  |  TUESDAY, 21 JUL 2015
The Association of Financial Advisers is refining aspects of the Life Insurance Framework developed jointly with the Financial Planning Association of Australia (FPA) and Financial Services Council (FSC). The three industry associations reached consensus ...