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| | | AIA Australia has appointed six members to its distribution team to boost its support resources to advisers. Bruno Santos, Josh Lawrence, Simon Bennett, Reon Botha, Johnny Ng and Deborah Clayton-Ford will be in charge of assisting advisers to grow their ... |
| | | | ... from annuities according to UK-based financial researcher Defaqto. In its most recent white paper aimed at financial advisers working with retirement plans, Defaqto said that in Q1 2015, the number of annuities sold was down 72% from 74,100 to 20,600. ... |
| | | | ... fractional property platform. DomaCom had previously been added to Spring's approved product list in July, giving Spring advisers access to the direct fractional investment vehicle, but now Spring has prepared its own multi-property portfolios that clients ... |
| | | | ... reinforcing how the Assistant Treasurer role is often a stepping stone to bigger roles. The Association of Financial Advisers (AFA) national president Deborah Kent thanked Frydenberg for "his accessibility whilst in the role. We wish him well in his ... |
| | | | ... explained. "These are all of the highest quality and the business is ensuring that its clients have access to the best quality advisers. The recognised and demonstrated focus on compliance, client service and an independent/non-aligned business model ... |
| | | | ... chief investment officer Hamish Douglass' view that tightening will be drawn out over many years. Presenting to some 800 advisers at Sydney's Westin Hotel, the manager of the top-performing Magellan Global Fund and chief executive of the $38 billion ... |
| | | | ... implementation of advice prior to issuing SOAs. "Mr Chong's banning will be recorded on ASIC's register of financial advisers," ASIC's statement said. "[He] has a right to appeal to the Administrative Appeals Tribunal for a review of ASIC's decision. ... |
| | | | ... Symposium where Martin Currie Australia chief investment officer, Reece Birtles, said older Australians and their financial advisers need to reconsider the traditional building blocks of retirement portfolios. "Retirees rarely take into account the income ... |
| | | | The Association of Financial Advisers has announced the finalists for its 2015 awards. In partnership with TAL, the Female Excellence in Advice Award finalists are Perspective Financial Services' Esther Althaus, PetersMcKeown's Tricia Peters and NAB's ... |
| | | | ... people who haven't received advice value it very low," Shead says. The research showed investors want to interact with advisers in a variety of ways, underscoring the need for flexible and scalable advice models that cater to both self-directed decision ... |
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