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Showing 1021 - 1030 of 2027 results for "Application"

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
... be able to seamlessly submit client information and product recommendations from XPLAN directly into the netwealth application system using XPLAN's IPS and eApplications Pass Through Facility. Advisers can complete an SOA, open a netwealth application ...

Financial services jobs at risk of automation

ALEX DUNNIN  |  TUESDAY, 1 MAR 2016
A new report released by the CSIRO predicts that 44% of jobs currently performed by Australian workers are at risk of automation, especially routine jobs within the services industry such as in the financial sector. The CSIRO report, "Tomorrow's Digitally ...

Zurich launches LIF support initiative

MARK SMITH  |  THURSDAY, 18 FEB 2016
Zurich Financial Services Australia is launching a life insurance framework (LIF) support package for financial advisers, via a national roadshow. The 'Blueprints for the Future' comprise five pillars of LIF support, designed to help advisers position ...

Topdocs adds Commonwealth Bank integration

MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... document provider Topdocs has created the ability for advisers to populate a Commonwealth Bank Accelerator Cash Account application - distributed by CommSec Adviser Services - at the same time as establishing their self-managed super funds through its ...

New robo-advice business launches

MARK SMITH  |  TUESDAY, 16 FEB 2016
... to suit institutions, adviser groups and individuals. "Robo-advice is a buzzword right now, but basically it's the application of technology to what is otherwise a manual, inefficient process," the group's founder and chief executive John James said. ...

AMP Capital adds infra fund to SMSF suite

DARREN SNYDER  |  WEDNESDAY, 10 FEB 2016
... last 12 months. AMP Capital said this due to the increased amount of educational content on the site and a new online application process for trustees who want to invest in AMP Capital funds. It replaces a complex, paper-based application process, allowing ...

AdviserLogic launches updated platform

ALEX BURKE  |  FRIDAY, 5 FEB 2016
Software provider AdviserLogic has launched AdviserLogic 2.0, the next iteration of its financial planning platform. The primary changes to the software appear to be focused on enhancing user experience, mainly via improving the current user interface. ...

Adviser pleads guilty following ASIC sting

ALEX BURKE  |  FRIDAY, 15 JAN 2016
A former financial adviser has pleaded guilty in the Maroochydore Magistrates Court to dishonest conduct following an ASIC investigation. Darren Wise was a former representative for a practice known at the time as Financial Planning Services. From 2000 ...

SIV interest wanes after rule changes

MARK SMITH  |  FRIDAY, 18 DEC 2015
Applications for Significant Investor Visas (SIVs) have fallen dramatically since new rules requiring investment in start-ups and emerging companies were introduced in July. Reports from November showed there have been just 19 applications since the ...

Zurich exits Singapore life insurance

ALEX BURKE  |  MONDAY, 7 DEC 2015
Zurich will no longer accept new life insurance policy applications in Singapore. In a statement, the insurer said this came about "following a comprehensive review of our life insurance business in Singapore." As at December 1, the two entities affected ...