Search ResultsShowing 1 - 10 of 100+ results for Karren Vergara
Successful advisers integrate estate planning
KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says.
Professional investment association rebrands
KARREN VERGARA  |  FRIDAY, 22 SEP 2017
The Investment Management Consultants Association (IMCA) Australia announced it will rebrand as CIMA Society of Australia.
Hiking life premiums is short-term thinking: ANZ Wealth
KARREN VERGARA  |  THURSDAY, 21 SEP 2017
Life insurers need "common sense" when designing more affordable products that are sustainable for consumers and will create sustainable businesses for financial advisers, according to a new ANZ whitepaper.
CBA mulls CFSGAM IPO, head of wealth departs
KARREN VERGARA  |  THURSDAY, 21 SEP 2017
Commonwealth Bank announced its asset management arm, Colonial First State Global Asset Management, is undergoing a strategic review and could potentially list as a public company.
Advice industry wasting potential on old models
KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement.
AMP launches LIF-ready resource
KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes.
Why managed accounts need a 'no exceptions policy'
KARREN VERGARA  |  FRIDAY, 15 SEP 2017
There are advice practices which will need to set a 'no exceptions policy' when switching to a managed accounts solution, particularly if it faces resistance from staff, says the head of a financial planning and accounting firm.
Industry super fund hires change expert
KARREN VERGARA  |  FRIDAY, 15 SEP 2017
A $40 billion industry superannuation fund appointed a change management expert to its leadership team.
ASIC toughens MDA suitability rules
KARREN VERGARA  |  THURSDAY, 14 SEP 2017
Platform providers and financial advisers offering a managed discretionary account (MDA) service should be mindful of the regulator cracking down on new suitability review requirements, a legal expert warns.
Managed accounts demand dominates platform market
KARREN VERGARA  |  THURSDAY, 14 SEP 2017
The rate of growth managed accounts are experiencing - three times faster than any other segment of the platform market - will fundamentally change the role of financial advisers, latest Rainmaker research shows.
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