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Showing 681 - 690 of 1073 results for "40:40 Vision"

Frontier Advisors chief executive resigns

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
Frontier Advisors chief executive Damian Moloney has resigned after six years at the helm of one of Australia's largest asset consultants. Moloney assumed the role of chief executive in July 2011, at a time when the firm and the asset consulting sector ...

AIA acquires CBA life insurance businesses

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
The Commonwealth Bank has sold 100% of its Australian and New Zealand life insurance businesses to AIA Group for $3.8 billion. The sale of CommInsure Life and Sovereign also includes a 20-year bancassurance partnership with AIA for the provision of ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
Financial advisers licensed by Centrepoint Alliance can now access estate planning documentation and advice following a partnership with a legal documentation company. Joining forces with Topdocs, Centrepoint has enabled advisers to access to trust ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2017
Australia's best financial advisers and advice businesses have been recognised as the Association of Financial Advisers and Zurich announced the finalists for the 2017 AFA Adviser and Practice of the Year awards. The AFA Adviser of the Year Award, now ...

Centrepoint accelerates distribution strategy

KARREN VERGARA  |  MONDAY, 11 SEP 2017
Centrepoint Alliance is ramping up its distribution strategy with two promotions and a senior appointment. Cameron Cogle joins as a management consultant overseeing teams across New South Wales, Victoria and Tasmania. He previously held general manager ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
The five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

Canada economic growth changes gears

BENJAMIN ONG  |  THURSDAY, 7 SEP 2017
The financial headlines talked about the Bank of Canada's (BOC) decision last night to raise its benchmark overnight rate by 25 basis points to 1% - and the Bank Rate and the deposit rate by the same to 1.25% and 0.75% - as having taken the markets ...

Infocus buys influential advice business

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2017
Infocus acquired a leading holistic financial advice business to provide the wealth manager with a Sydney office and to continue growing its national salaried advice strategy. Announcer, led by chief executive Andrew Rocks, will now fall under the Infocus ...

ASIC targets retirement products and services

KARREN VERGARA  |  MONDAY, 4 SEP 2017
The corporate regulator has formed an internal working group to address financial issues of older Australians. In its 2017-18 Corporate Plan, ASIC highlighted it will examine financial products and services provided to older Australians - especially ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
An undisclosed amount of capital via a private equity partnership will ensure further expansion of national advisory and wealth management firm Fitzpatricks Group. A capital funding partnership agreement with Quadrant Private Equity and Yorkway Capital ...