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| | | ... updated information you get as an insurer, the better, as you can price your products appropriately and pass it down to the advisers and customers," said Gerard Kerr, life risk head of product. |
| | | | ... is just one part of a broader strategy to provide ordinary investors, either through their SMSF or through financial advisers, "advice on tap", not just during the irregular times that most SMSFs usually get advice. The UMA will allow YBR clients to ... |
| | | | ... Eyk in March this year and appointed Morningstar as its research provider instead. More than 50 per cent of financial advisers in Australia use van Eyk research, according to van Eyk. The firm has more than $200 billion in funds under advice. |
| | | | ... is ranked 21st out of 670 dealer groups in Australia based on adviser numbers. The group has more than 200 financial advisers who oversee $6 billion of funds under advice. |
| | | | ... contribution and involvement, which for me simply flows from the fact that I am passionate about the work that we do as advisers and the fact that we can make a real difference in people's circumstances," she said. She was first introduced to financial ... |
| | | | ... inforce premiums also increased by 30.1 per cent, including Aviva's contribution, and the group's NAB Financial Planning advisers received a record level of referrals from personal banking, business banking and NAB Private Wealth. On the separate acquisition ... |
| | | | ... deadline by July this year as part of its Future Ready strategy. "We're now moving the last parts of the process so that all advisers are operating underneath this framework by July this year," he said. The Future Ready program provides its financial ... |
| | | | ... Wrap, said the firm is planning to roll out a CMA integrated with Westpac's services including payment scheduling for advisers, following increasing demand for such a product. "We've... known that our working cash account has some room for improvement. ... |
| | | | ... service in 12 months. Implemented Portfolios provides a portfolio construction and implementation solution that allows advisers to offer risk-based, diversified, individually managed exchange traded fund (ETF) portfolios to clients. The firm has already ... |
| | | | ... less than a week since INGIM said it would expand its local product manufacturing and distribution to both financial advisers and institutions. The Dutch parent's decision to plough more resources into its Australian operations follow the acquisition ... |
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