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Showing 31 - 40 of 122 results for %22IFA market%22

Link signs two industry funds, eyes UK pension admin

DARREN SNYDER  |  FRIDAY, 2 MAR 2018
Fund administration giant Link Group is sizing its opportunity to enter the UK pension market following the successful acquisition of Capita Asset Services and continued growth across the global business. Come 30 June 2018, about half of Link's revenue ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
... ClearView, Williamson was a strategic accounts business development manager at MLC, a business development manager for the IFA market at CommInsure and a senior financial adviser at CBA. In her new role, she will work with ClearVIew's product, operations ...

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from universal banks as a threat. The data analytics firm highlighted ...

AMP flags departures in distribution restructure

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... was responsible for designing and implementing the regional sales strategy, and servicing advisers across the aligned and IFA networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and self-managed super funds (SMSF) ...

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... created role. Stephen Higgins will take on the new role of key account manager in GSFM's NSW retail sales team, focusing on its IFA, private bank and family office channels. In addition to Fidante, Higgins has also held business development roles with ...

MetLife pushes for the retail market with new hire

ALEX BURKE  |  THURSDAY, 12 OCT 2017
... account manager. He has held multiple roles at AMP, including national account manager, head of national accounts for the IFA market, sales operations manager and business development manager. Prior to AMP, he held roles at CB Financial, Asteron Life ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
Managed Accounts Holdings (ASX:MGP) flagged an increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... businesses. In a statement, Nejasmic said: "We are pleased to partner with The Wealth Partnership as a dynamic and progressive IFA committed to providing fuller and more transparent client services through smarter, scalable structures." Financial advisers ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... continue to see the industry undergo a number of major structural changes including strong and steady growth of the IFA market and a renewed focus by advisers who understand the need to "future proof" their business - Netwealth is well placed to partner ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...