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Showing 5641 - 5650 of 9822 results for "Advisers"

AMP names new Charter and ipac managing director

STAFF WRITER  |  FRIDAY, 21 AUG 2015
... delivery of a high quality advice experience for customers," Caprioli said. "He has developed strong relationships with advisers across Charter and ipac over many years and his focus will be on ensuring high standards of adviser professionalism." AMP ...

Challenger's $300m profit and new product

DARREN SNYDER  |  TUESDAY, 18 AUG 2015
... forward-looking super funds and platforms just getting on with making retirement income solutions more accessible to financial advisers and retirees," Benari said. Across Challenger's annuities and funds management businesses, total assets under management ...

Life reforms see AIA boost team

STAFF WRITER  |  TUESDAY, 18 AUG 2015
Helping licensees and advisers navigate the latest life insurance reforms has led to AIA Australia making several additions to its strategic partnerships team. Joining AIA Australia as head of strategic partnerships is Kristen Lennis-Harvey who will ...

High expectations suggests need for retirement advice

DARREN SNYDER  |  MONDAY, 17 AUG 2015
... received advice seem to value it highly, whereas people haven't received advice value it very low," Shead said. Farley said advisers should be looking to strategies that balance off the challenges faced by investor confidence and have a mindset focused ...

Altius fund added to netwealth platform

STAFF WRITER  |  FRIDAY, 14 AUG 2015
... has had its second platform listing since it was launched late last year. The fund will be available to investors and advisers on the netwealth platform. The Altius fund is a diversified Australian fixed interest ethical fund, which is not common in ...

Zurich expands life risk team

ALEX BURKE  |  FRIDAY, 14 AUG 2015
... added, "Karli's enthusiasm and passion for financial advice and its evolution is infectious. She genuinely cares for her advisers and lives and breathes the Zurich philosophy of working with advisers as true business partners."

BlackRock boosts iShares sales team

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
... client business distribution teams, focusing on the adviser segment. "We've seen a rapid take-up of ETFs among financial advisers in the past three years. As adoption grows, the conversations we're having with clients are becoming increasingly sophisticated," ...

Westpac insurance adviser gets permanent ban

LAURA MILLAN  |  THURSDAY, 13 AUG 2015
... uncovered by an Australian Securities and Investments Commission (ASIC) investigation. ASIC has banned a total of five advisers since it started its Wealth Management Project in October 2014.

Berkeley scientist develops game for advice clients

MARK SMITH  |  THURSDAY, 13 AUG 2015
Capital Preferences has designed a new tool to help financial advisers better understand their clients' and, in turn, help them make better investment decisions, with the help of a scientist from the University of California, Berkeley. The financial ...

Macquarie advisers defect to start independent firm

LAURA MILLAN  |  WEDNESDAY, 12 AUG 2015
... Bennelong Funds Management. Bennelong Wealth Partners will have a minority stake in the business, while the four former MPW advisers have the majority equity. Wrightson was with MPW for 15 years and was most recently division director for the group. ...