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Showing 91 - 100 of 270 results for "PSY"

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...

Small advice firms face big data breach penalties

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2018
Small financial advice practices that breach new cybersecurity laws coming into effect next month can face penalties of up to $1.8 million. The stark warning comes from the Australian Small Business and Family Enterprise Ombudsman, which is urging small ...

SuperFriend launches employer engagement framework

KARREN VERGARA  |  MONDAY, 22 JAN 2018
A best practice framework released by SuperFriend presents significant areas life insurers and superannuation funds can better engage with employers, and help employees return to work quicker. SuperFriend's latest guide, which builds on its managing ...

TAL forms medical advisory board

KARREN VERGARA  |  WEDNESDAY, 10 JAN 2018
Life insurer TAL has formed a specialist board to strengthen its in-house health and medical capabilities. The Specialist Advisory Board comprises medical experts who advise on cardiology, respiratory conditions, neurology, oncology, endocrinology ...

Manage wealth with authority: Academic

EMMA RAPAPORT  |  THURSDAY, 30 NOV 2017
The financial services industry needs to be more paternalistic if it's ever going to really help people prepare for retirement, Duke University professor of psychology and behavioral economics Dan Ariely believes. Speaking at the 2017 Association of ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
Mental health is an issue growing across Australia and the financial services industry is responding. AMP recently refreshed its mental health training program for financial advisers and the content now exceeds the minimum standards set by the Financial ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ...

AIA Vitality launches charitable option

KARREN VERGARA  |  WEDNESDAY, 18 OCT 2017
AIA Australia has introduced charitable giving as part of its AIA Vitality rewards program. Under AIA Vitality's Active Benefits incentive, members have an option to donate rewards earned to one of three charities: the Black Dog Institute, Cancer Council ...

Advisers can transform tragedy

DARREN SNYDER  |  MONDAY, 16 OCT 2017
An international transition specialist believes a success marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...