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Showing 601 - 610 of 1230 results for "WALE"

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...

Advisers reckoning with direct risk sales growth: Research

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
Life insurance products sold directly to consumers are gaining prevalence over an area historically dominated by financial advisers and dealer groups, Strategic Insight's latest statistics show. The researcher found that in the decade to 2017, risk ...

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
Diversified wealth firm ClearView has promoted internally to appoint a new head of distribution strategy. Kathryn Williamson was previously ClearView's state manager for New South Wales and the Australian Capital Territory. ClearView said it is now ...

Synchron appoints state manager

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Financial advice dealer group Synchron named Matthew Wallis as the new state manager for New South Wales. Wallis will succeed Paul Del Grande who resigned to focus on his financial advice practice, InSync Financial Services. Sydney-based Wallis has ...

Financial services pay top dollar for compliance, IT skills

KARREN VERGARA  |  FRIDAY, 2 FEB 2018
In the wake of recent financial services and bank scandals, job opportunities in risk management and compliance within the sector are forecast to boom in 2018, Robert Walters' latest salary survey shows. With large-scale remediation projects in banking ...

Cultural bias heavily discounts female artwork

KARREN VERGARA  |  TUESDAY, 30 JAN 2018
Art buyers and investors pay female artists up to 50% less for their work compared to men on average, latest academic research has found. A study of more than a million art auction sales across 40 years found a 47.6% price gap between male and female ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
ASIC banned a former Commonwealth Financial Planning adviser from providing financial services for five years. ASIC found Kimberley Holgate advised clients to rollover their existing superannuation account to a new product issued by CBA's subsidiary ...

Soaring education costs require financial plan: Research

KARREN VERGARA  |  TUESDAY, 16 JAN 2018
Research points to Sydney as the most expensive place to send children to school and in some cases the cost of tuition is exceeding average house prices - a vital investment decision by any means. The Australian Scholarships Group (ASG) Planning for ...

NSW government insurance arm appoints new chief after incumbent moves to QBE

ALEX BURKE  |  MONDAY, 15 JAN 2018
The $30 billion insurance arm of the New South Wales government, icare, has appointed a new chief executive after the previous chief took on the top role at QBE Insurance. John Nagle will lead icare on an interim basis, having previously been group ...

AZ NGA practice acquires regional advice firm

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
A national financial advice firm added its third office, acquiring an advice business on the New South Wales Central Coast. Eureka Whittaker Macnaught purchased Ken Mann's Regional Financial Solutions practice, complementing its existing presence in ...