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Showing 2061 - 2070 of 4389 results for "financial Advice"

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... Henderson said the software aims to transform the advice experience by guiding advisers into the new world of financial advice. "Globally, regulators are working to ensure clients receive quality financial advice. The existing compliance and technology ...

Industry fund cuts admin fee

KANIKA SOOD  |  THURSDAY, 30 AUG 2018
... just low fees-it's also our mix of strong investment performance and options, award-winning insurance and financial advice offerings, and excellent service." UniSuper's fee on its balanced accumulation super product consists of: investment fee ...

Future Fund delivers 9.3%, increases risk moderately

KANIKA SOOD  |  WEDNESDAY, 29 AUG 2018
... Commission's impact, Costello said banks will have to focus more on compliance; credit will become harder to obtain; and financial advice will become more expensive. "It is clear that some of banks have behaved poorly," Costello said. "We want to know ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
A Victorian financial advice practice is readying itself for the future of advice, rebranding and restructuring its business model to now meet the legal requirements for independence. Celebrating its 10th anniversary, Hogben Farrell Financial Planning ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... conditions around the use of 'independent' and other similar words and phrases." Earlier this year, ASIC required four financial advice firms to cease and amend false claims of independence. Two Paragem practices, an authorised representative of Spectrum ...

CountPlus resumes dividend payments

HARRISON WORLEY  |  MONDAY, 27 AUG 2018
... partnering with quality member firms who fit within our 'family photograph' and can add to our accounting and financial advice skills," Rowe said. "We will continue to align our member firms through shared values, common aims and a strong sense of community. ...

Senior Rainmaker executive to join BlackRock

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... of Rainmaker Live, the company's new software-as-a-service subscription-based research terminal covering financial advice, superannuation and funds management information. His departure comes at a time when Rainmaker is embarking on its next growth ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... underlying net profit after tax (NPAT) in its wealth management and life insurance arms during FY18, however financial advice earnings dropped. Releasing its FY18 results yesterday, ClearView said advice arm earnings dropped 20% to $1.8 million, owing ...

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
... Launching a fresh strategy for growth, Centrepoint Alliance announced it is looking to establish a new identity in financial advice with a game plan to recreate its organisational structure and business model. Announcing Centrepoint's full-year results ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
A fintech which delivers business administration services to the financial advice, superannuation and insurance industries has received funding to launch in the US. PractiFI received a $3 million injection from a joint venture between Microequities ...