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Showing 5461 - 5470 of 9821 results for "Advisers"

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

TAL Direct business penalised for advertising

ALEX BURKE  |  WEDNESDAY, 2 DEC 2015
... will in practice provide." said ASIC deputy chair Peter Kell. Direct income protection insurance can be sold through advisers and some superannuation funds, but due to increasing regulatory pressure on reducing claims, insurers (including TAL) have been ...

Registrations for 2016 Chief Economists Forum open

MARK SMITH  |  TUESDAY, 1 DEC 2015
... The audience will also hear insights from Kevin Anderson, head of investments for Asia Pacific at State Street Global Advisers (SSGA), which is the Gold Sponsor for the event. Registrations are available via the 2016 Financial Standard Chief Economists ...

PIMCO launches new digital platform

MARK SMITH  |  TUESDAY, 1 DEC 2015
PIMCO has launched a new digital platform in Australia customised for financial advisers, institutions and individual investors that integrates the firm's thought leadership, client resources and investment solutions in a bid to enhance value to its ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
An advice business broker and industry commentator has asked the two peak associations representing financial advisers to set aside differences and merge into a single body. Connect Financial Service Brokers chief executive Paul Tynan asked for the ...

FoFA end marks start of new advice era

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... Financial Advice (FoFA) legislation puts the controversial bill to bed and marks the start of a new age for financial advisers. Years of policy tinkering and regulatory uncertainty ended last week, when the Parliament passed the final FoFA bill and extended ...

Fiducian updates planner software

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
Fiducian has updated its software so advisers can track the progress of their client transactions, as well as correspond with them online. The new features include an expansion of the planner's dashboard for more visibility over client accounts. "This ...

Zurich restructures retail life insurance

ALEX BURKE  |  FRIDAY, 27 NOV 2015
... policies. "The changes we have made reflect a move towards simplifying our product range, pricing and execution to benefit advisers and their customers," Zurich life and investments general manager Philip Kewin said. "We feel this sentiment has been ...

Aged care, gold opportunity for advisers

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
... with aged care management find it either "somewhat" or "very difficult," an attitude that creates a gold opportunity for advisers to help their clients. The Association of Superannuation Funds of Australia (ASFA) released the discussion paper 'The future ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... economy and some will want the silver-service that comes with first-class. The more holistic and detailed traditional advisers are, the more they will win," he said. He added that "robos are not currently good at complex matters such tax or estate planning ...