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AXA
Financial planning
A collection of positive ratings have been bestowed by research house Assirt on fund managers AXA and ABN Amro, with most of their fund sectors and management capabilitie...
Financial planning
Associated Planners Financial Services (APFS) has dropped AXA life insurance from its list of recommended insurers after the two groups failed to reach an understanding o...
Financial planning
Money Management’s second Business Development Manager (BDM) of the Year Award has once again proven extremely popular with the financial services community, drawing a la...
Financial planning
A Brisbane practice has boosted its earnings by about 35 per cent after undertaking a six-month business coaching program and business improvement initiatives. John Wilki...
Financial planning
Ipac Securities has launched iAccess, a tailored version of the AXA’s Summit wrap platform which will be available to ipac advisers and related third parties....
Financial planning
AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...
Financial planning
Allianz Dresdner Asset Management (ADAM) has appointed Leanne Milton as head of retail business to increase its profile and effectiveness in the retail marketplace....
Financial planning
How do dealer groups pick their planners? John Wilkinson reports....
Financial planning
As smaller players in financial services look for scale, the larger institutional players have continued to consolidate. Mike Taylor reports....
Financial planning
The Financial Industry Complaints Service (FICS) is the subject of widespread industry discontent with a groundswell building in relation to its complaint handling proced...
Financial planning
Australians are chronically underinsured – which should present great opportunities for advisers. Mike Taylor reports....
Financial planning
AXA has unveiled plans to centralise its nationwide paraplanner operations in Melbourne by the end of the year with its non-Victoria based staff being offered the chance ...
Financial planning
AXA expects to lose over 120 advisers from its dealer groups as a result of Policy Statement 146 requirements and the introduction of raised education and compliance stan...
Financial planning
The representative body of advisers in AXA dealer groups is considering a bold withdrawal from the peak industry council of adviser associations, protesting that it repre...
Financial planning
AXA’s Summit master trust has been slammed by disgruntled advisers of financial planning group Monitor Money, with many regretting the decision to roll the Assure wrap se...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...