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Showing 6241 - 6250 of 18271 results for "Plan"

TAL enhances adviser learning hub

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
Life insurer TAL has added a suite of new courses to its learning hub in an effort to help advisers meet new legislative and educational requirements. TAL Risk Academy added 16 new courses covering superannuation and insurance advice, financial underwriting ...

Changing nature of advice to benefit institutions

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
The era of new business models and increasing education debt will see new financial planners begin their careers in salaried positions and place existing advisers' exit strategies at risk. That is the view of Connect Financial Service Brokers chief ...

JANA wins $30bn public sector mandate

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
... funds under management and number of clients. The asset consulting review formed a key part of the organisation's strategic plan, she said. Townsend added she was pleased with the high quality of tenders from participating firms. "JANA is an organisation ...

Fortnum manager becomes planning coach

DARREN SNYDER  |  TUESDAY, 30 JAN 2018
A financial planning industry veteran is joining a specialist coaching firm with plans to expand the planning arm of the national business. Joining Slipstream Coaching is Phil Little. He has more than 30 years' financial services experience and most ...

New degrees introduced to minimise adviser exodus

JAMIE WILLIAMSON  |  TUESDAY, 30 JAN 2018
Financial advisers looking to pursue tertiary qualifications in preparation for incoming education and professionalism reforms may be able to do so via Swinburne Online from February 2018. The university will offer five new business and accounting degrees ...

Chief economist update: Build, build, and build some more

BENJAMIN ONG  |  TUESDAY, 30 JAN 2018
... spending to "build, build, and build." The Nikkei Asian Review reports that, "At the core of Dutertenomics is an unprecedented plan to spend 8.4 trillion pesos on dozens of ambitious projects, including the Mega Manila Subway - the country's first underground ...

Fund manager chief executive moves to QIC

DARREN SNYDER  |  MONDAY, 29 JAN 2018
QIC has executed a senior hire in its global multi-asset division, appointing the chief executive of a boutique Australian equities fund manager. Joining QIC is Allison Hill. Most recently Hill was the chief executive at DMP Asset Management where she ...

AI threatens financial services workers: Report

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... different skillsets capable of fully harnessing the technology, Groth added. Executives in the banking and insurance sectors plan to build a dedicated team of AI professionals in the near future; 78% of leaders said future business strategies hinge on ...

Group insurance dominates life insurance channels: Poll

KARREN VERGARA  |  MONDAY, 29 JAN 2018
The majority of people canvassed in Financial Standard's weekly poll reveal they have life insurance via their superannuation fund. About 60% of respondents said life insurance was available via their employer or super fund. Almost one-in-three (32%) ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
... of change in the personal insurance market means that insurance is no longer a 'set-and-forget' part of clients' financial plan. "Professional management and reviews of clients' portfolio is vital to ensure their needs and objectives are adequately covered ...