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Showing 1041 - 1050 of 2080 results for "Apply"

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
Advisers who focus on client behavioural coaching over commoditising investment or stock selection can find "alpha" in their value proposition, according to an industry expert. Vanguard head of portfolio construction Francis Kinniry said embracing new-age ...

Tax adviser registrations swell

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... not renew their registration must cease providing tax advice related to the services they provide. Significant penalties apply to those unregistered advisers that continue to do so.

Best interest duty failures lead to EU

JAMIE WILLIAMSON  |  MONDAY, 19 FEB 2018
... unable to be a director of a financial services company that is a corporate authorised representative of an AFS licensee; or apply for an AFSL. Orth will also make a $400,000 donation to Financial Literacy Australia.

FTSE Russell partners with $7bn super fund to create new indices

ALEX BURKE  |  THURSDAY, 8 FEB 2018
... their financial future." "At Qantas Super, we identified the need for a global index that incorporates the tax impacts that apply to members of Australian superannuation funds and worked with FTSE Russell for a solution. This new index series is a terrific ...

Government passes BEAR reform

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2018
... clarity as to their responsibilities. As such, APRA has been afforded broader enforcement powers and will now be able to apply substantial fines, issue disqualifications with greater ease and ensure banks' remuneration policies result in financial consequences ...

Sydney advice firm launches insurance joint venture

DARREN SNYDER  |  MONDAY, 29 JAN 2018
One of the senior members at a Sydney wealth management firm will lead its new life insurance business following the establishment of a joint venture. HLB Mann Judd Sydney has appointed Andrew Kennedy to lead HLB Insurance Services, which will operate ...

Traditional advice strategies pose retirement risk

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... government will look to change the way family trusts distribute to low income individuals, with a minimum rate of 30% to apply to these distributions, but we still believe they are a worthwhile option for many people," Philpot said. However, he does ...

Commonwealth Bank launches chatbot banker

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... The chatbot also provides an end-to-end experience if a customer needs to speak to a person to speak to report a fraud or apply for a product. "As our customers increasingly transact online, we have continued to develop additional channels to respond ...

Life insurance consumers shun financial advisers

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
Australians are increasingly relying on the internet and digital devices to purchase life insurance instead of financial advisers, a new study from NobleOak shows. Almost half (43.6%) of the 1000 respondents in NobleOak and Pureprofile's 2017 life insurance ...

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... the opportunity to create a more personalised, efficient service with improved quality assurance for customers when they apply for insurance. Artificial intelligence can also provide advisers with a differentiated service that supports them in building ...