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| | | AIA Australia has announced its plans to support financial advisers in the transition to the new life insurance framework. Following on from TAL's announcement that it would invest $150 million in adviser support services - including education programs ... |
| | | | ... from over 70 managers across a range of diversified, sector, specialist and wholesale managed funds. This will allow advisers to buy and sell managed funds, invest in cash, term deposits and managed portfolios. "People want flexible, intuitive, comprehensive ... |
| | | | ... polished up somewhere else. Frankly I think with a lot of institutional houses, their communications aren't genuine and the advisers know it; they're smart." With its recently launched and highly innovative exchange traded managed fund, the Magellan ... |
| | | | ... demonstrates a clear failure to protect the interests of his clients," said ASIC deputy chair Peter Kell. "Financial advisers must provide appropriate advice, and they must keep adequate records that set out the basis on which the advice is given." Although ... |
| | | | ... Index is integrated into Zurich's Adviser Flipchart program, which, as reported in Financial Standard on July 15, allows advisers' clients to project insurance outcomes based on simple criteria. Client surveys can be generated on an adviser's mobile ... |
| | | | Completing the survey questionnaire will help Financial Standard gauge where Managed Accounts are up to in the market, how intermediaries are using them and what intermediaries expect from their Managed Accounts. It will also help ensure the relevance ... |
| | | | ... national manager - adviser services. Tania Smyth joins the company's adviser services team and will support financial advisers in their adoption of ETFs in client portfolios. With over 15 years' experience in financial services, Smyth has extensive experience ... |
| | | | ... the market, because they control large sums of money and is principally intended for analysts, journalists, financial advisers and other gatekeepers. Some consumers may find it helpful in making superannuation decisions. ASIC Commissioner Greg Tanzer ... |
| | | | Less than 10% of Australians leave a charitable gift in their will, but financial advisers could help change that. According to Perpetual, 87% of Australians support a charity during their lifetime, but the percentage shrinks to 29% for people that ... |
| | | | ... at Antares as head of institutional sales since 2012. Prior to that, he was a divisional director at JANA Investment Advisers. He also held multiple positions at Bank of Ireland Asset Management over 29 years at the company. Donohoe will now oversee ... |
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