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Showing 5061 - 5070 of 9821 results for "Advisers"

Zurich vet joins SuiteBox

ALEX BURKE  |  MONDAY, 26 SEP 2016
... Prior to Zurich, Marshall was a key account manager at Asteron Life. He has also held roles at AXA, Stellar Financial Advisers, Trust Company, NAB and NRMA. Marshall said: "It's an exciting time to join an award winning innovation leader like SuiteBox. ...

Federal Court approves Zurich's Macquarie acquisition

ALEX BURKE  |  MONDAY, 26 SEP 2016
... exciting one, broadening the range of solutions that are backed by our global brand strength. "Our capability to support advisers in growing their practice and improving their own customer proposition will also be significantly strengthened, with our ...

Managed accounts market likely bigger than thought

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... platform based services rather than in "client own name" services, showing the extent to which financial planners and advisers have now adopted managed accounts as a way of delivering their overall advice service." The findings were calculated after ...

Netwealth introduces global managed account solution

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... Platform provider netwealth launched a new international managed account solution. The offering will provide investors and advisers with direct exposure to global equity markets while ensuring professional management, trade execution and administration. ...

Westpac alters incentive structure

KERRIE SYDEE  |  FRIDAY, 23 SEP 2016
... themselves. And banks only have themselves to blame for that." As part of Westpac's move to improve trust, all financial advisers will undergo ethics training and Hartzer said the firm will incorporate principles of the banking oath into its code of ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
A well-known stockbroker has introduced two managed accounts strategies aimed at retail investors and advisers. Owner and author of daily stockmarket newsletter Marcus Today, Marcus Padley has introduced two SMAs, partly to service the clients of Marcus ...

Life insurance code needs clarity: FPA

KERRIE SYDEE  |  THURSDAY, 22 SEP 2016
... said the current draft of the code does not provide enough clarity as to what it is trying to achieve and how financial advisers fit in with it. "It is still unclear whether or not the FSC see financial planners being part of this code, subject to this ...

Centrepoint establishes adviser transition program

KERRIE SYDEE  |  WEDNESDAY, 21 SEP 2016
Centrepoint Alliance has launched a transition program to assist experienced financial advisers launch their own advice businesses. Centrepoint, one of Australia's leading networks of non-aligned advisers, is looking to partner with experienced salaried ...

Report outlines impact of MDA operation reforms

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... to the operation of managed accounts. The report, entitled 'The limited discretion clock is ticking', highlights many advisers and clients will be affected by proposed changes to be announced by ASIC next week and discusses both the issues they face ...

Another former AMP planner cops ban

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... approximately 10% of the total amount loaned; and sought loans from clients knowing he hadn't repaid earlier loans. "Financial advisers must act in the best interests of their clients. ASIC will take action against financial advisers who do not comply ...