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Showing 181 - 190 of 402 results for "Map"

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
... financial plan heading into the New Year," Brady said. "They're keen to stop and reflect, wipe the slate clean and strategically map out what 2018 will look like. We're gearing up to be a lot busier than we thought over the Christmas break." Steering ...

Deutsche AM maps impact of climate risk

JAMIE WILLIAMSON  |  TUESDAY, 14 NOV 2017
... or heatwaves mean for valuations and investment returns," head of Deutsche AM, Nicolas Moreau said. Deutsche said the new map provides credible insight into the vulnerability of corporate production and retail sites to climate change as factors such ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Bank executives and directors who breach their obligations under the Banking Executive Accountability Regime will face much tougher penalties and consequences, Treasurer Scott Morrison warns. Morrison told the Financial Services Council and BT Political ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... experience the great benefits financial advice can deliver to their lives and to their families." "We are partnering with Map My Plan because it helps people solve a simple problem initially and then makes it easier to start on their personal advice ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... Micallef will provide the theory on how to best utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising ...

BEAR cracks down on executive pay

KARREN VERGARA  |  MONDAY, 25 SEP 2017
... million for medium-sized institutions; and $10.5 million for smaller ADIs. Banks must also provide APRA an "accountability map" detailing the roles and responsibilities of each executive to allow greater visibility on lines of responsibility. "Banks ...

Artificial intelligence provides adviser advantage

DARREN SNYDER  |  TUESDAY, 15 AUG 2017
Artificial intelligence is reshaping wealth management and a digital infrastructure specialist believes financial advice practices will greatly benefit from implementing AI in the workplace. Dimension Data believes artificial intelligence is not just ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
The Financial Standard Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called ...

ACSI urges investor action on slavery, warns of financial risks

EMMA RAPAPORT  |  TUESDAY, 1 AUG 2017
... levels of transparency and accountability," Davidson said. "Although some companies are leading the way, devoting resources to map their exposure, this issue is too important to be left to a few responsible corporations." Specifically, ACSI is calling ...

Retirement income fund launches

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
A former Investors Mutual senior portfolio manager has re-entered the retirement income market through a multi-affiliate group, launching a fund which offers more choice in the competitive sector. Launching his own funds management firm in partnership ...