Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 168 results for "Advisers for"

AMP improves adviser mental health training

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
... Awareness Week (October 8 to 14). AMP recently launched an online Life Insurance Framework (LIF) resource to help prepare advisers for the 1 January 2018 legislative changes.

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. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
... financial advisers, the first of its kind in Australia to include residential real estate risk profiling. Available to advisers for subscriptions starting at $3000, the platform covers analysis of more than 9000 managed funds and ASX-listed stocks along ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... an exciting investment manager partner. In addition, we believe there is enormous demand from investors and their advisers for a holistic equity income fund that meets the triple of objectives of more income, less risk and greater returns," he said. ...

Morningstar partners to drive adviser ESG education

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
Morningstar is working with a global financial services industry body to better prepare financial advisers for incorporating sustainable investing into advice practices. Collaborating with the US-based Money Management Institute, the program focuses ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... "It's a perfect combination of technology and finance working for the benefit of the end investor," he said. "Robo-advisers for example offer low marginal cost wealth management service via the internet and mobile devices with the help of internet technologies ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... reduced costs, improved access to advice product choices. But such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially ...

WTW launches insto platform

KARREN VERGARA  |  FRIDAY, 28 APR 2017
... undertake operational due diligence on individual managers, which means spending a lot of money on lawyers and tax advisers for instance, he added. "Essentially, a subsidiary of WTW becomes the responsible entity for each of the underlying fund and the ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... as active ETFs becoming increasingly popular, there is more need than ever for SMSF investors to turn to financial advisers for support." The research also revealed that SMSF trustees continue to find managed funds attractive, with 47% each investing ...

AMP upgrades wrap platform

KARREN VERGARA  |  THURSDAY, 23 MAR 2017
... efficiency for advisers to manage multiple client activities simultaneously, giving them more choice in estate planning. Advisers for example, will be able to provide customers access to a range of options when nominating account beneficiaries online. ...