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Showing 191 - 200 of 681 results for "Page"

SMSFA slams PC draft findings

KARREN VERGARA  |  WEDNESDAY, 25 JUL 2018
... SMSFs are factors that must be taken into account when making a comparison with APRA-regulated funds, he said. In the 42-page response, the SMSFA provided alternative data to calculate SMSF investment returns and costs it deemed to be "more accurate" ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... Despite ASIC declaring itself technology agnostic, Marshan said a majority of the advice industry is still producing "100-page doorstops" that contribute to a lack of client engagement and understanding. A recent survey from NAB and Investment Trends ...

Pendal Group appoints director

KANIKA SOOD  |  MONDAY, 2 JUL 2018
... appointment, Pendal Group's six-person board includes: Andrew Fay, James Evans, Emilio Gonzalez, Kathryn Matthews, Deborah Page, and Sally Collier.

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... generates a quote for three potential insurance policies out of a database of 300 options that match the client's needs; a 12-page Statement of Advice (SoA) is then produced. "The integrated OmniLife risk research and quoting tool app shows side-by-side ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... Despite ASIC declaring itself technology agnostic, Marshan said a majority of the advice industry is still producing "100-page doorstops" that contribute to a lack of client engagement and understanding. "If we think about what consumers - what our clients ...

Advice group strengthens leadership team

JAMIE WILLIAMSON  |  TUESDAY, 19 JUN 2018
... increase the support provided to its adviser network. Taking on the newly-created role of head of adviser experience is Marnie Page, formerly a national key accounts manager at AdviserLogic. Page brings 25 years' experience in financial services and ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... comedienne and writer Jean Kittson. In his opening remarks, Financial Standard's group managing director Christopher Page acknowledged the incredible pool of talent within the industry but, at the same time, the huge responsibility in their hands ...

Best-in-show funds pose pressing issues for advisers

KARREN VERGARA  |  WEDNESDAY, 13 JUN 2018
... overlooked. According to Wealthdigital technical manager Rob Lavery, the ramifications for advisers stemming from the 571-page draft report assessing the efficiency and competitiveness of the superannuation system have not been given enough airtime. ...

AMP adds legal expert to board

KARREN VERGARA  |  TUESDAY, 12 JUN 2018
... John O'Sullivan joins AMP as a non-executive director effective 20 June 2018. He was a partner at Freehill Hollingdale & Page (now Herbert Smith Freehills) before moving to financial services. His experience spans legal and regulatory risk, mergers ...

Now showing: Trump and Kim

BENJAMIN ONG  |  TUESDAY, 12 JUN 2018
History is about to be made on 12 June 2018 at Sentosa Island in Singapore between the leader of the free world and the North Korean supremo. It's going to be a "win-win" deal according to US President Donald Trump. In all likelihood, North Korean ...