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Showing 71 - 80 of 202 results for "IFA"

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 ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... support for products outside the aligned dealer groups and there's further scope to leverage independent financial adviser (IFA) relationships. ClearView's life insurance business recorded an underlying net profit after tax of $24.9 million, up 2%. This ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... businesses. In a statement, Nejasmic said: "We are pleased to partner with The Wealth Partnership as a dynamic and progressive IFA committed to providing fuller and more transparent client services through smarter, scalable structures." Financial advisers ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... businesses. "We continue to see the industry undergo a number of major structural changes including strong and steady growth of the IFA market and a renewed focus by advisers who understand the need to "future proof" their business - Netwealth is well ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
ASIC has stated its position on the use of restricted terms relating to the independence of financial advisers. Following external legal advice, ASIC has clarified that phrases such as 'independently owned', 'non-aligned' and 'non-institutionally owned' ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... portfolios more efficiently. "Our new managed accounts capability ensures that CFS will answer a range of broad needs across the IFA network," Chun said. Chun told Financial Standard recently that CFS doesn't view managed accounts as a product solution. ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... Netwealth joint managing director Matt Heine described it as a compelling offer for the Australian independent financial adviser (IFA) market. "The new platform combines Netwealth's market leading technology with Russell Investments award winning multi-asset ...