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Showing 6441 - 6450 of 18271 results for "Plan"

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Any financial adviser that isn't asking clients the same questions their doctor would is failing to act in the client's best interest. That is the opinion of Sydney advice firm Leading Advice managing director Katrina Haskew. She believes advisers must ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
An international transition specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius ...

AFA keeps financial literacy front of mind

DARREN SNYDER  |  MONDAY, 16 OCT 2017
The Association of Financial Advisers will soon join an updated list of supporters for ASIC's National Financial Literacy Strategy. Heading up the AFA's Financial Literacy Working Group, Dianne Charman told Financial Standard the AFA has constantly ...

Colonial First State names new distribution head

ALEX BURKE  |  FRIDAY, 13 OCT 2017
Colonial First State has appointed a new general manager of distribution. Peter Chun has held multiple roles at CFS since joining in 2002, initially as head of super and investments. In between he served as director, product and marketing for Credit ...

EQT acquires stake in UK firm

KARREN VERGARA  |  FRIDAY, 13 OCT 2017
Equity Trustees announced it will acquire a large stake in a London-based funds services solutions company, marking its first step toward global expansion. EQT will acquire 60% of Treasury Capital, a provider of fund administration and regulatory services ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... experience the great benefits financial advice can deliver to their lives and to their families." "We are partnering with Map My Plan because it helps people solve a simple problem initially and then makes it easier to start on their personal advice ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
A leader among financial advisers has been rewarded for his energy and commitment to ongoing adviser education at time when it's top of mind in the industry. Maxim Private Wealth's Michael Ward was presented the 2017 AFA Excellence in Education in Award ...

2017 AFA Rising Star crowned

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The 2017 Rising Star of the Year Award was presented at the opening of this year's Association of Financial Advisers National Adviser Conference on the Gold Coast on Wednesday. Mia Taylor of Evalesco Financial Services was awarded the accolade, which ...

Advisers underrated at claim time

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
Financial advisers must recognise they are the key conduit between clients and life insurers; otherwise the experience at claim time could be unfavourable to all parties. Succession Matters insurance and estate planner Mike Sayer said advisers who accept ...