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| | | Advisers using OneCare can better monitor what happens during the underwriting phase of their client applications after a system upgrade rolled out this year. Onepath has launched an online application tracking system on its OneCare life insurance. ... |
| | | | ... most portfolios are too equities-focused in retirement. Speaking at the Challenger roadshow this week, Cooper spoke to advisers on how best to manage these dangers and how the whole retirement system is focused on accumulation, with advisers needing ... |
| | | | ... Australian financial advice industry was locked into a set way of viewing market conditions and risk management, with advisers often being too focused on returns. McMurdo said Centric's will set new benchmarks through its 'real world' approach to risk ... |
| | | | Financial advisers who abandon the 'one-size-fits-all' approach when serving their baby boomer clients are better positioned to grow their business, said Bernard Salt, KPMG partner. Speaking at a Challenger briefing, Salt told over 300 planners and ... |
| | | | ... financial services," she said. "He is a strong communicator and has the ability to speak to senior parliamentarians, advisers, and treasury." Vamos said the role was crucial. "Bringing both the Government and the Coalition together to create sound public ... |
| | | | ... with the MLC program to be run in Sydney and Melbourne. The NAB network currently has 450 advice businesses and 1,500 advisers. "While there are no guarantees, we may even be able to offer them a job at the end," said Greenaway. |
| | | | ... Alex Ihlenfeldt who left in late 2010. Coppin will be looking to grow funds under management and increase the number of advisers, Penrose said. "Andrew's mandate is to grow that business." Coppin has more than 16 years' industry experience including ... |
| | | | ... acquisitions underway. Within the groups' half-year results to 31 December last year, Fiducian added six new financial advisers to its network while raising its asset under administration by 41 million to $1.05 billion, up from $1 billion at 30 June ... |
| | | | ... customers in these different policies. Colin Morgan, general manager, Life Australia Zurich said the changes would allow advisers the means to connect with a broader range of their customers. Of particular benefit to small business owners, Zurich has ... |
| | | | ... Fund platform BT Wrap has upgraded its reporting tool to enhance the ability of its dealer groups to watch over 5000 advisers. The technological tweaks, which went live on February 21, enhance the Dealer Group DeskTop porfolio model launched last year. ... |
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