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Showing 1261 - 1270 of 2328 results for "ART"

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

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 ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Financial advisers are divided when it comes to combining human advice with robo solutions. About 43% of advisers want to embed digital or robo solutions together with face-to-face advice, while an equal number completely shun this idea. Only 13% of ...

NAB to simplify operations via job cuts

JAMIE WILLIAMSON  |  THURSDAY, 2 NOV 2017
About 4000 NAB employees look set to lose their jobs by 2020 as the bank further automates its business. Releasing its full year results, NAB said a reshaping of its workforce would see the creation of 2000 new jobs to 2020, though overall about 6000 ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Fears that robo-advice is mis-selling products and not delivering the best outcomes for clients continues to raise concerns across the financial advice industry. While the technology behind robo-advice is making it cheaper to invest, it doesn't mean ...

Fintech regulatory sandbox draft legislation released

KARREN VERGARA  |  WEDNESDAY, 25 OCT 2017
The Federal Government has released regulatory sandbox draft legislation in an effort to allow fintechs to test financial services and products without the burden of an AFSL. Treasurer Scott Morrison said the proposed legislative package supports the ...

Midwinter partners with business management platform

ALEX BURKE  |  THURSDAY, 19 OCT 2017
... integrating with PractiFI we have opened-up the options further to include a world class CRM that speaks to our own state of the art modelling tools with ease," Midwinter managing director Julian Plummer said. "Our partnership with Midwinter is really ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
ANZ will divest OnePath's pension and investments and four aligned dealer groups to IOOF Holdings for $975 million; and it announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth ...

Inflated attention on September US CPI inflation

BENJAMIN ONG  |  MONDAY, 16 OCT 2017
Heading into last weekend, financial headlines abound over the latest update on US consumer price inflation. Financial market participants keenly awaited its release for clues on future Fed monetary policy direction...or so the headlines say. I say ...

Millennials shaping family office strategy

EMMA RAPAPORT  |  MONDAY, 16 OCT 2017
Socially mindful and environmentally conscious millennials are driving a shift in how the ultra-wealthy manage their money as family offices set to ramp up allocation towards impact investing, according to the latest research. The Global Family Office ...