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Showing 9281 - 9290 of 22150 results for "Tim"

Cardena Private Wealth adds life insurance

KANIKA SOOD  |  WEDNESDAY, 18 APR 2018
The boutique wealth manager and advisory firm has signed onto MBS Insurance's life insurance offering, after 12 months of using its personal insurance consultancy for clients. Risk consultancy MBS will now advise Cardena's client base of high-net-worth ...

AMP platform fees laid bare

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
The Royal Commission brought to light several gaping holes in AMP's fee charging mechanisms across its platforms, as well as its inaction to comply with the legislative changes concerning opt-in financial advice fees. AMP head of platform development ...

New manager raising $30m for crypto fund

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
A new investment manager launched by tech veterans is seeking to raise $30 million for one of Australia's first funds dedicated exclusively to cryptocurrency investments. Anti Hero Capital, whose managing partners also founded tech agency M5859, are ...

MLC, Colonial First State make key appointments

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
The acting general manager of product at Colonial First State will join MLC to lead its wealth products and platforms division. CFS and MLC have confirmed that Sam Wall will join MLC in May as general manager, wealth products and platforms. Wall succeeds ...

Insto licensees still bleeding talent

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
The number of advisers using non-institutional licensees increased by 11.9% in the 12 months to December 2017, while institutionally-owned licensees saw adviser numbers fall by 4.4%. A new Rainmaker report explains that the number of registered advisers ...

ASIC hits former NAB adviser with permanent ban

ALEX BURKE  |  WEDNESDAY, 18 APR 2018
ASIC permanently banned an adviser who worked for a NAB-aligned licensee for about a decade. Grant Taylor was the principal of TFG Advice Solutions, an authorised representative of NAB-owned GWM Adviser Services, from 2003 to 2013. During that time ...

No view on ending adviser commissions: AMP

ALEX BURKE  |  TUESDAY, 17 APR 2018
AMP advice head Anthony Regan told the Royal Commission that he has yet to "turn his mind" to the idea of mandating a cessation of the commission-based adviser remuneration model, despite personal reservations. Senior Counsel Assisting Michael Hodge ...

RC findings bring shame on advice industry: social media

ALEX BURKE  |  TUESDAY, 17 APR 2018
... Committee 9 years ago regarding fee for no service in financial planning. 9. Years. Ago. #BankingRC pic.twitter.com/hz4oFGuLaP - Tim Mackay ???? (@timqfadvice) April 16, 2018 Finally, Quantum Financial principal Tim Mackay noted his firm had made recommendations ...

MLC launches digital underwriting platform

KANIKA SOOD  |  TUESDAY, 17 APR 2018
MLC life insurance has launched a new digital underwriting platform and is promising to provide "instant quotes" for life insurance cover in as little as five minutes. The digital tool will query a comprehensive database of industry standard questions ...

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
Financial advice practices are waking to the idea that specialist aged and disability care advisers will become necessary for any planning business to thrive in coming decades. Mentor Education founder and director Mark Sinclair said the advice industry ...