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Showing 101 - 110 of 197 results for "Signature"

SelectingSuper finalists announced

ALEX BURKE  |  FRIDAY, 20 OCT 2017
Finalists for the 2017 Rainmaker SelectingSuper Awards have been announced ahead of the industry event on November 16 in Melbourne. The 2017 awards, highlighting Australia's top superannuation providers and industry leaders, represent a significant ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
A former authorised representative of Financial Wisdom has been permanently banned from providing financial services. Koresh Daniel Houghton was found to have engaged in misleading, deceptive and dishonest conduct and failed to act in his clients' best ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
Challenger annuities will now be available through AMP's adviser portal, marking one of the more historic partnerships since Challenger swapped its financial planning business for AXA's annuities portfolio in 2008. Financial advisers will now be able ...

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... it uses our existing cloud-based portfolio management services and intuitive workflows including electronic digital signature based applications," Bernasconi said. In a recent blog post, WealthO2 described superannuation as a double edged sword, saying ...

Software provider upgrades ahead of super deadline

JAMIE WILLIAMSON  |  MONDAY, 19 JUN 2017
Accounting document software provider MyWorkpapers has released a raft of features ahead of the introduction of new superannuation regulation on 1 July. The cloud-based platform enhanced its SMSF 5.0 feature to meet the incoming legislative requirements ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... analysis and the findings are vital for advisers and the ongoing success of the AdviceTech industry," Heine said. Digital signature and virtual meeting tools look set to be the most popular in the coming months, with 52% of practices planning to increase ...

NAB adviser puts beneficiaries at risk

JAMIE WILLIAMSON  |  MONDAY, 29 MAY 2017
... a superannuation fund may require non-lapsing binding beneficiary nominations to have two witnesses to the clients' signature. NAB Financial Planning general manager Tim Steele said that the firm is not aware of any customers having been impacted, but ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable ...

AMP super trust adds $450m corporate fund

ALEX BURKE  |  MONDAY, 20 FEB 2017
A $450 million corporate super fund will transfer to AMP's SignatureSuper master trust. The Water Corporation Superannuation Plan represents more than 3500 members. The decision to move to AMP followed a tender process which determined SignatureSuper ...

ASIC bans SA insurance broker

ALEX BURKE  |  WEDNESDAY, 30 NOV 2016
ASIC has permanently banned an insurance broker in South Australia. Christopher Griggs was the sole director of Mount Pleasant-based Chris Griggs Insurance Offices. ASIC's investigation determined Griggs had dishonestly benefited from insurance premium ...