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Showing 81 - 90 of 246 results for "Doctor"

Bank distribution head goes green

JAMIE WILLIAMSON  |  FRIDAY, 25 MAY 2018
The former head of distribution at Bendigo and Adelaide Bank has taken a new role at an ethical investment manager. David Brennan has joined UCA Funds Management as director - development, adding more than 12 years' experience in financial services. ...

MLC Life enhances mental health offering

HARRISON WORLEY  |  WEDNESDAY, 16 MAY 2018
The life insurer will extend its Best Doctors offering to allow customers access to a mental health service designed to provide a second medical opinion for diagnosis and treatment plans. The new service, Mental Health Navigator, will connect customers ...

Advisers react to Royal Commission revelations

JAMIE WILLIAMSON, KARREN VERGARA  |  FRIDAY, 27 APR 2018
Financial advisers are struggling to comprehend the level of misconduct revealed by the past fortnight's Royal Commission hearings. Will the non-aligned advice space be strengthened by the findings? Or will the vertically integrated model withstand ...

Royal Commission case study: advice put retirement in ruins

JAMIE WILLIAMSON  |  THURSDAY, 19 APR 2018
... she was too humiliated. "I'm quite an educated person and I feel that when you go for advice it's a bit like you go to a doctor who's been trained to deal with your problem, you go to a lawyer and the same thing," she said. "I felt that the professional ...

CommInsure life insurance ads misleading: ASIC

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
The final investigation into CommInsure will see the life insurer pay $300,000 to a community group after ASIC raised concerns about misleading advertisements for two of its life insurance policies. An investigation between mid-2013 to March 2016 found ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... Advice managing director Katrina Haskew says financial advisers should have access to the same information as their client's doctor if they are to implement adequate estate planning and wealth protection strategies. "New clients often turn up thinking ...

Advisers must provide more than financial health checks

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Any financial adviser that isn't asking clients the same questions their doctor would is failing to act in the client's best interest. That is the opinion of Sydney advice firm Leading Advice managing director Katrina Haskew. She believes advisers must ...

MLC fixes premiums for 12 months

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
MLC Life Insurance's base premium rates for retail life insurance policies will remain on hold until October next year. This affects MLC Insurance, MLC Insurance Super, Protectionfirst, Personal Protection Portfolio and Life Cover Super retail customers. ...

Advisers back higher education standards

JAMIE WILLIAMSON  |  MONDAY, 9 OCT 2017
An exclusive Financial Standard polling of the 2017 Association of Financial Advisers (AFA) awards finalists show overwhelming support for more stringent proficiency requirements - but the industry can still expect a major fallout from those who choose ...

China slows to target

BENJAMIN ONG  |  FRIDAY, 15 SEP 2017
... forecasts for a 10.5% rise. Lower than market expectations these indicators may all have been, but they're just what the doctor ordered. This is what Li likes as he steers the world's second biggest economy towards "healthier and more sustainable" growth. ...