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Showing 91 - 100 of 350 results for "Video"

New course helps advisers recognise financial abuse

JULIA NEWBOULD  |  TUESDAY, 5 MAY 2020
... NZ before moving into Asia, then the rest of the world. The course will be delivered online with the learning materials, video case studies and assessment all available via the Standards International portal. At this stage, it is estimated the course ...

Now is the time to step up: FEW

JAMIE WILLIAMSON  |  THURSDAY, 30 APR 2020
... there is still quite a lot of redundancies and redeployment, and best to deliver that news when you can only do it over video conference is quite a difficult thing to face," she explained. Tullio's advice for anyone feeling overwhelmed amid current events ...

Life insurers prepare for grilling

HARRISON WORLEY  |  FRIDAY, 24 APR 2020
Key players in Australia's life insurance sector are preparing to face a grilling by parliamentarians via videoconference next week. Next week several major life insurance firms and advocacy bodies will face up to the scrutiny of the House of Representatives ...

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... silver lining in the COVID-19 crisis for some financial advisers who have seen clients more engaged and new technology like video meetings boosting productivity.

Adequacy argument headlines online CMSF

HARRISON WORLEY  |  TUESDAY, 21 APR 2020
... distancing is leading to the loss of human contact and face to face interactions, and they're being replace by phone and video mediums," she said. "In a world where trust in government and financial institutions is at an all-time low, this poses many ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing tool Zoom for meetings and running "seminars" for his clients. "I am sure there is an increasing number of ...

A coronavirus-bitten cat bounce?

BENJAMIN ONG  |  TUESDAY, 7 APR 2020
... governments have started preparations to ease lockdown rules. In Australia, the Institute of Public Affairs (IPA) released a video saying: "Enough is enough. It is time to begin to end this lockdown now." Sure, sure... you and I and Irene want to go ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... to clients being harder to see face to face as people self-isolate, allow verbal sign-offs of SOAs and ROAs, perhaps over video and then emailed confirmation," Macdonald said. "Allow use of electronic transactions and signatures across all products and ...

COVID-19 will increase demand for advice: Survey

KANIKA SOOD  |  WEDNESDAY, 1 APR 2020
... was too much information from the managers already. As their preferred medium for receiving this communication, 61% voted video and webcasts as their favorite, followed by written communication (22%) and face to face communication (14%).

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... usual, Fiducian said, "albeit in a different setting". All financial advisers remain connected with clients by phone or video conferencing, the group said, so as to help guide their clients through these difficult financial times. "Well-designed strategies ...