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Showing 5241 - 5250 of 9821 results for "Advisers"

MLC appoints retail insurance sales GM from BT Life

ALEX BURKE  |  TUESDAY, 14 JUN 2016
... business, it's imperative that we have end-to-end ownership and accountability for the way our business services and supports advisers. Russell's appointment will ensure we are at the forefront of driving organisational and broader industry change. "Russell's ...

Life insurers must be more transparent: AFA

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
... reassure the community of their commitment to transparency and continued improvement, argues Association of Financial Advisers (AFA) chief executive Brad Fox. According to the interim results from the Beddoes Institute's Claimant Journey Study, three ...

Advisers must adapt to millennial habits

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
As the largest global demographic group and number one source of global income advisers must adapt their practices to meet the growing demands of millennials, according to Rocky Scopelliti, global industry executive - banking, finance and insurance ...

Former ANZ planner slapped with ban

KERRIE SYDEE  |  THURSDAY, 9 JUN 2016
... provide written documentation of those recommendations. ASIC deputy chairman Peter Kell said: "ASIC expects financial advisers to fulfil all of their obligations to their clients. Failure to do so is unacceptable." The ban was the result of ASIC's Wealth ...

Fortnum super members transitioned to HUB24

MARK SMITH  |  THURSDAY, 9 JUN 2016
... transaction solutions with best practice managed portfolio/SMA implementation. Our team is focussed on helping licensees and advisers adopt a comprehensive 'best interests' platform solution with market leading portfolio management functionality at its ...

Centrepoint debuts brand realignment

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... leadership in the industry and set new standards of service for our clients. "This newly simplified structure gives our advisers and brokers easier access to our technology, research, training, and investment solutions, particularly for those who operate ...

ASIC issues first "best interests" duty penalty

ALEX BURKE  |  THURSDAY, 9 JUN 2016
... superannuation products. In a statement, ASIC said the dealer group "failed to take reasonable steps to ensure that its advisers complied with the best interests obligation when providing advice to clients" on "numerous occasions." Furthermore, the regulator ...

FirstWrap launches cash management solution

KERRIE SYDEE  |  WEDNESDAY, 8 JUN 2016
... FirstWrap Plus Investment accounts on July 1, in a bid to make cashflow management easier for investors, SMSF trustees and advisers. Powered by CBA's Accelerator Cash Account, the cash management solution is intended to work hand in hand with the FirstWrap ...

Suncorp rolls out online only super

DARREN SNYDER  |  WEDNESDAY, 8 JUN 2016
... superannuation arm has launched an online only product with several aims, including bridging the relationships between financial advisers and less engaged super members. Known as Suncorp Brighter Super, the product gives both advisers and customers several ...

Group insurers at mercy of a handful of super funds

MARK SMITH  |  TUESDAY, 7 JUN 2016
... approaching the threshold at which it will become a strategic challenge to personal life insurance sold through financial advisers. "As this trend continues there will be increased pressure on the interaction between the drive of superannuation funds ...