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Showing 61 - 70 of 199 results for "IFA"

ClearView appoints head of distribution strategy

ALEX BURKE  |  WEDNESDAY, 28 FEB 2018
... ClearView, Williamson was a strategic accounts business development manager at MLC, a business development manager for the IFA market at CommInsure and a senior financial adviser at CBA. In her new role, she will work with ClearVIew's product, operations ...

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
... threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from universal banks as a threat. The data analytics firm highlighted ...

AMP flags departures in distribution restructure

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2017
... was responsible for designing and implementing the regional sales strategy, and servicing advisers across the aligned and IFA networks, as well as achieving sales targets for the platform, insurance, managed funds, bank and self-managed super funds (SMSF) ...

AIA appoints regional head of IFA

EMMA RAPAPORT  |  THURSDAY, 7 DEC 2017
AIA Australia will drive growth in the Asia region with the appointment of a new head of IFA distribution. Sam Tremethick, who first joined the life insurer in 2012 as national manager of strategic partnerships before accepting the role of IFA head ...

Grant Samuel wins RE mandate

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... newly created role of key account manager for New South Wales. Higgins will work with the retail sales team, focusing on its IFA, private bank and family office channels. He joined from Challenger's multi-boutique business, Fidante Partners, where he ...

ASIC remains firm on IFA definitions

DARREN SNYDER  |  TUESDAY, 14 NOV 2017
The Australian Securities and Investments Commission reaffirmed its position on terminology used to describe the independence of financial advisers. ASIC's latest update to Regulatory Guide 175 (RG 175) confirms that terms such as "independently owned" ...

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The rate financial advisers are leaving vertically integrated channels has motivated two industry experts to establish a "ruthlessly independent" community. GreenZone Australia co-founder and partner, Geoff Rimmer, said a significant number of advisers ...

Grant Samuel adds retail distribution role

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... created role. Stephen Higgins will take on the new role of key account manager in GSFM's NSW retail sales team, focusing on its IFA, private bank and family office channels. In addition to Fidante, Higgins has also held business development roles with ...

MetLife pushes for the retail market with new hire

ALEX BURKE  |  THURSDAY, 12 OCT 2017
... account manager. He has held multiple roles at AMP, including national account manager, head of national accounts for the IFA market, sales operations manager and business development manager. Prior to AMP, he held roles at CB Financial, Asteron Life ...

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
Managed Accounts Holdings (ASX:MGP) flagged an increase in the intensity of its growth strategy following its full year results release. The managed discretionary account (MDA) providers posted a normalised net profit before tax of about $1.47 million ...