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Showing 1771 - 1780 of 3302 results for "Via"

Voting opens for 2017 Power50

STAFF WRITER  |  MONDAY, 9 OCT 2017
... criteria, including: They have demonstrated long-standing commitment to the financial advice industry through volunteer work via member associations They have excelled in their profession as indicated by peer-based recognition, industry awards and/or ...

Asset managers tested, remain optimistic: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... managers on an overreliance to external growth factors. Leaders should be more focused on growth based on differentiation via better systems, services and effectively targeting clients, the report said. "Managers should be prepared for more constrained ...

Interim chief executive leaves listed advice firm

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... powerful toolset to manage their income, investments, bill payment and budgeting requirements, 24 hours-a-day, seven days a week, via PC, tablet or smart-phone, all for under $10 per month."

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
... technology. IRESS offers a range of more than 100 individual training modules, delivered in a face-to-face classroom format, via WebEx virtual classrooms and a range of eLearning units, all of which are free of charge to XPLAN licence holders. More than ...

Exclusive partnership brings $35bn global manager to Australia

ALEX BURKE  |  WEDNESDAY, 4 OCT 2017
... equity, private credit and clean energy infrastructure with more than $35 billion in assets is entering the Australian market via an exclusive partnership. Capital Dynamics is partnering with Australian distributor Channel Capital to launch its clean ...

Succession planning ensures quality customer service

JAMIE WILLIAMSON  |  WEDNESDAY, 4 OCT 2017
... financial advice is an end-to-end commitment that mirrors the lifelong journey of the advice process and offloading a practice via Buyer of Last Resort (BoLR) arrangements is a damning reflection of both an adviser and the advice industry. BoLR provisions ...

UK regulator increases support for new starters

JAMIE WILLIAMSON  |  FRIDAY, 29 SEP 2017
... between the pre-authorisation and authorisation stages, easing them into regular supervision. Butler said the FCA will do this via a user friendly system based on four principal objectives of clarifying expectations; making information more accessible ...

ASIC adds life insurance to school curriculums

KARREN VERGARA AND JAMIE WILLIAMSON  |  THURSDAY, 28 SEP 2017
... learning modules and webinars aligned to the Australian Professional Standards for Teachers workforce. In the same vein, albeit via a different means of delivery, schools in the United States are also benefitting from financial literacy initiatives ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
Financial advisers should not dismiss workplace superannuation as a new and potential revenue stream, a new IOOF white paper shows. Being a designated financial adviser through an employer's super plan opens the door to attract more clients and strengthen ...

CommInsure executive joins AMP

ALEX BURKE  |  WEDNESDAY, 27 SEP 2017
... capabilities in these markets." The news also follows AMP strengthening the stability of its life insurance earnings profile via releasing $500 million in capital through a new reinsurance arrangement with Gen Re. The arrangement will see Gen Re reinsuring ...