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Showing 81 - 90 of 210 results for "Independent Financial Adviser"

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Research shows independent financial advisers (IFAs) do not feel 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 ...

DomaCom signs key 10-year partnership

ALEX BURKE  |  TUESDAY, 21 NOV 2017
Fractional property investment manager DomaCom has entered into a strategic 10-year partnership with two global analytics and research firms. Under the agreement, DomaCom will subscribe to the CoreLogic-Moody's Analytics Australian Forecast Home Value ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
... owned by a bank or an independent brokerage firm, are moving as quickly as possible to become an independent financial adviser," Clifford said. He believes the conversation is simple because advisers want to look after clients and don't want to risk ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

Underwriting expert joins ClearView

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
ClearView appointed a chief underwriter in an effort to strengthen its partnerships with independent financial advisers. Warren Page will be responsible for leading ClearView's national underwriting team and partnering with the group's reinsurer to ...

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
... emerging 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 ...

UBS names key Aussie hire

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
UBS Asset Management Australia is reaching out to aligned and independent financial advisers with a new appointment to its wholesale team. Former Lazard Asset Management national manager of retail Ben Williams joins UBS as head of wholesale, with responsibility ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
New managed accounts capabilities will be rolled out across Colonial First State's FirstWrap and FirstChoice platforms ahead of managed accounts being made available on FirstChoice later this year. As part of a tailored solution for a range of licensees ...

Super wealth reaches record high

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
The amount of wealth Australians hold in superannuation is climbing to a record high, according to the latest figures from the Australian Bureau of Statistics. At the end of December 2016, Australians held $2.6 trillion of household net worth in superannuation ...