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Showing 1011 - 1020 of 1541 results for "Connect"

Accountants should beware AFSL traps

ALEX BURKE  |  MONDAY, 4 APR 2016
... should be careful in choosing the right licensee if they want to continue providing SMSF advice from July 1, according to Connect Financial Service Brokers chief executive Paul Tynan. Tynan noted that existing business models and succession plans in ...

AFA calls out ISA on claims blame

ALEX BURKE  |  FRIDAY, 11 MAR 2016
Association of Financial Advisers chief executive Brad Fox has dismissed Industry Super Australia's calls to connect adviser remuneration with insurance claim decisions. Arguing that linking the two is "like blaming a petrol station for a driver who ...

Perpetual Private partners law firm to help accountants with AFSLs

MARK SMITH  |  THURSDAY, 3 MAR 2016
... Australian Financial Services Licence (AFSL) as part of new rules coming in on July 1. The online portal, Cowell Clarke Connect, will give accountants access to ongoing legal advice, support and tools to easily stay abreast of legal developments impacting ...

PROFILE: Mercer chief customer officer Renee McGowan

STAFF WRITER  |  TUESDAY, 23 FEB 2016
Renee McGowan is fluent in Indonesian and has worked in over 30 countries during her career. As Mercer chief customer and marketing officer, she has become the organisation's custodian of customers. McGowan admits she had a fairly accidental entry into ...

Regulators coordinating efforts to protect super

MARK SMITH  |  THURSDAY, 18 FEB 2016
Australia's financial services regulators have committed to coordinating their efforts to ensure that professionals working in the country's self-managed superannuation sector are acting as they should do. In a panel session at the SMSF Association ...

AIA revamps digital strategy

MARK SMITH  |  MONDAY, 15 FEB 2016
AIA Australia hopes to change the way people engage with life insurance by personalising products and focusing on storytelling. Following an extensive review of the company's digital presence by global design and strategy firm Frog, AIA Australia plans ...

Even the wealthy are turning to robo-advice

MARK SMITH  |  FRIDAY, 12 FEB 2016
... and Wealthfront gain traction. "Now that they're starting to see the money move, it's not taking very long for them to connect the dots and say, 'Whatever I offer for a fee better be better than what they're offering for almost nothing," Thompson sai ...

Industry fund flags DB issues in Fraser review

DARREN SNYDER  |  WEDNESDAY, 10 FEB 2016
An industry superannuation fund has used the Fraser Review on governance to flag its concerns about the administration of defined benefit schemes. Vision Super, a $7.5 billion fund for local government and water authority employees, said any move to ...

Rainmaker goes live with new terminal upgrade

MARK SMITH  |  MONDAY, 1 FEB 2016
Rainmaker Information has launched its new digital terminal, RainmakerLive. Designed and custom built in-house specifically for wealth management groups operating in the Australian market, the RainmakerLive terminal replaces the popular Workstation ...

ANZ rolls out new executive team

DARREN SNYDER  |  WEDNESDAY, 27 JAN 2016
New ANZ chief executive Shayne Elliott has made several changes to the bank's senior leadership team and outlined priorities that include being Australia's "only true regional bank" and building a "strong, cohesive culture known for ethics, values and ...