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Showing 1571 - 1580 of 3302 results for "Via"

Phone life insurance sales 'hawking' customers: Royal Commission

KARREN VERGARA  |  FRIDAY, 6 JUL 2018
The financial services Royal Commission exposed more boiler room sales tactics of call centre staff selling life insurance which drove poor behaviour and a sales-driven culture, and effectively breached anti-hawking provisions. Select AFSL managing ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... Road Initiative and a low carbon economy is also on the agenda. In Australia, HSBC said it will focus on growing its presence via retail banking and wealth management by offering services such as online share trading, FX, home loans and a wide range ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients via a TV screen in the meeting room. UBS said the project is designed to "test the acceptance of digital assistants in a wealth ...

Macquarie axes grandfathered commissions

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
... payments. The group clarified its decision has no impact on independent advisers currently receiving grandfathered payments via third-party channels such as Macquarie platforms. Macquarie said the decision forms part of its ongoing transformation strategy ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
... non-controlling equity stakes in accounting firms. At the time, it had stakes in nine accounting firms and planned to invest in more via "15%-50% non-controlling equity interests."

Global regulation hub launched for asset managers

JAMIE WILLIAMSON  |  WEDNESDAY, 27 JUN 2018
... backed by Zeidler Legal Services in its capacity as a law firm, thereby assuming full liability for any content provided, via the bot or lawyers.

AZ NGA merges embattled advice firm

JAMIE WILLIAMSON  |  TUESDAY, 26 JUN 2018
... white-labelled managed account solution, provided by Managed Account Holdings; an ASX-listed company that Henderson held an interest in via his self-managed superannuation fund. Henderson announced he would be retiring from the advice industry earlier ...

ASIC admits AMP inaction

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... Economics in Canberra today, senior leaders at ASIC admitted they were not surprised by the revelations about AMP publicised via the Royal Commission. ASIC chair James Shipton said the issues raised at the Royal Commission are the exact issues the regulator ...

Asset manager awards admin mandate

KARREN VERGARA  |  FRIDAY, 15 JUN 2018
... this year. The Nasdaq-listed company will provide fund and tax accounting, pricing, unit registry and administration services via its HiPortfolio and HiTrust solutions. Global Merces will self-administer its mutual funds using the solutions and expects ...

Default life insurance reforms ineffective: Research

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... not able to claim against the policy." In terms of duplicate accounts, AIA Australia said the Government can eliminate these via measures outlined by the Insurance in Superannuation Working Group Voluntary Code of Practice. "By adopting new measures ...