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Showing 681 - 690 of 1226 results for "Licensees"

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... for $8.8 billion of the sector's $17.9 billion annual dollar growth. Potter said there are already about 200 advice licensees authorised to offer MDAs of which IMAP estimates 80 are already doing. Research by Rainmaker published last year revealed these ...

GROW Super begins group insurance innovation

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... partnering with IOOF for financial advice. IOOF has taken a minority stake in the start-up, which will work with IOOF licensees and financial advisers to develop digital capabilities across several engagement points. Speaking at the Conference of Major ...

MetLife expands retail life business

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... said Sugden and Howard will further strengthen the firm's retail capabilities. "We want to be the partner advisers and licensees rely on to help them navigate the changing world of life insurance for their clients," he said. MetLife also renewed its ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... "Michael is an experienced sales executive who has spent the past 15 years working closely with financial advisers and licensees, and managing high performing sales teams... He is extremely well-regarded by advisers and his peers," Blaxland-Walker said. ...

ASIC hits former Westpac, NAB, YBR adviser with permanent ban

ALEX BURKE  |  MONDAY, 5 MAR 2018
... for a review and stay of the regulator's decision. Last week, ASIC said the conduct of financial advisers and their licensees will be a key focus over the next six months. Releasing its latest enforcement report, the regulator said it will be paying ...

Life insurer profitably improving: APRA

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... Council finalised the standard for life insurance approved product lists. From 1 July 2018, Australian financial service licensees who are members of the FSC will be required to include three or more life insurers on their APL. On top of this, unless ...

ASIC to target non-compliant advisers and AFSLs

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... outlined its key initiatives for the coming six months, with a specific focus on the conduct of financial advisers and licensees. Releasing its latest enforcement report, the regulator said it will be paying particular attention to financial advisers' ...

Netwealth doubles managed account FUM

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2018
... ability to rapidly produce advice documents is the AI engine which drives it. The Nod software learns how individual licensees or advice firms like to structure advice documents and the wording and style in which they are written," Heine said. "You can ...

HUB24 reports record first half

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... seen its largest increase in funds under administration to date as a result of numerous new distribution deals with licensees and the addition of 123 new advisers, half-year results show. The platform's FUA grew by a record $1.4 billion during the first ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... collaboration with advisers, with portfolios curated by Lonsec Investment Solutions. MPS will be used by a number of IOOF's licensees, totaling about 250 financial advisers.