Search ResultsShowing 1 - 10 of 100+ results for Karren Vergara
Perth planner named Professional of the Year
KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates.
Fintech is not a threat: FPA
KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows.
Industry funds adopt robo-advice
KARREN VERGARA  |  TUESDAY, 21 NOV 2017
Two industry funds with more than 75,000 members are the latest to embrace Decimal Software's robo-advice offering.
Former J.P. Morgan chief joins Future Fund
KARREN VERGARA  |  TUESDAY, 21 NOV 2017
The Future Fund appointed a former J.P. Morgan chief executive to its board.
Vision Super names new life insurer
KARREN VERGARA  |  TUESDAY, 21 NOV 2017
Vision Super is welcoming a new life insurance provider from 1 January 2018.
Gender pay gap widespread in financial services: Report
KARREN VERGARA  |  MONDAY, 20 NOV 2017
Financial services retains the notorious crown as the industry with the highest gender pay gap, the latest report from the Workplace Gender Equality Agency shows.
Advisers ambivalent on LIF deadline: Poll
KARREN VERGARA  |  MONDAY, 20 NOV 2017
With less than six weeks to go, financial advisers are still unclear about their obligations under the Life Insurance Framework reforms, Financial Standard's weekly spot poll shows.
HUB24 upgrades platform
KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently.
CBA avoids board spill
KARREN VERGARA  |  FRIDAY, 17 NOV 2017
CBA avoided a board spill after the majority of shareholders voted in favour of the remuneration report that was overhauled hot on the heels of AUSTRAC alleging the bank breached anti-money laundering laws.
ATO warns SMSFs about risky arrangements
KARREN VERGARA  |  FRIDAY, 17 NOV 2017
The Australian Taxation Office issued a stark warning to self-managed superannuation fund members about entering risky retirement planning arrangements that could potentially be illegal.
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