|Search Results||Showing 41 - 50 of 91 results for "Synchron"|
|Synchron has appointed a Victorian state manager. Jason Milosevski joins Synchron from Zurich, where he was a Victorian business development manager. He has also held positions at AMP and AXA, and was considered for his current role having graduated ...|
|... Enhancers has set up its own Australian Financial Services Licence (AFSL). Wealth Enhancers was previously aligned with Synchron. According to Wealth Enhancers financial coach Rebecca Boles, the decision to go independent "wasn't so much against Synchron ...|
|... that the industry-led risk reforms package ignores the problem of vertical integration and client-driven policy churn. Synchron director Don Trapnell told Financial Standard that the reform improved on the initial Trowbridge report, but it failed to ...|
|A Synchron financial planning practice has stopped using wrap platforms and has partnered with a managed discretionary account provider for its investment transactions. MEDIQ Financial Services will transition the majority of its clients to the managedaccounts.com.au ...|
|Risk advice dealer group Synchron has asked industry stakeholders not to blame "churning" of life insurance policies only on advisers and demanded that insurers improve product design. Synchron noted that in the United Kingdom and in South Africa, "companies ...|
|... than with an investment portfolio and therefore risk advisers should be kept separate from other financial planners, Synchron director Don Trapnell argued. "For some reason, risk products continue to be linked together as financial planning products ...|
|... professional practices questioning the value of being part of that," De Zwart said. Independently-owned dealer group Synchron highlighted the problem as well, although it did not refer directly to Genesys. "We now have, embodied in legislation, the Hotel ...|
|The Australian Securities and Investments Commission (ASIC) has banned a former Synchron financial adviser from providing financial services for five years for failing to provide Statements of Advice (SOAs). Michael Richard Irwin, a Rockhampton-based ...|
|... 200 advisers would be the fifth largest independent dealer group, right after Professional Investment Services (PIS), Synchron, Dover and Crowe Horwath. Infocus and Patron together would be larger than WealthSure, Lifespan or Yellow Brick Road. The same ...|
|... financial advice. Fortnum Financial Advisers and Apogee Financial Planning received Highly Commended accolades, while Synchron and MLC/Garvan were Commended. The ratings include seven benchmark categories: assurances, compliance, quality, understanding ...|
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Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services.
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With the coronavirus, now dubbed COVID-19, impacting not only many lives, but now also the bottom line of some of the world's biggest companies, investors are chasing shorting opportunities to bank big on the pandemic.
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A former chair of the SMSF Association has returned for another stint in the top job.
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The chief executive of a $5.5 billion industry superannuation fund has spoken out against increasing the superannuation guarantee to 12% in a submission to the Retirement Income Review.
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