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Showing 191 - 200 of 678 results for "Page"

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 ...

Estate planning lawyer fined for misconduct

KANIKA SOOD  |  WEDNESDAY, 30 MAY 2018
... the will and POA himself and mailed them to his client with a handwritten document saying "...please sign bottom of each page and last page using a black pen (your will)." He also arranged Sharon Dubler, described as his paralegal, to sign the will as ...

Productivity Commission addresses superannuation lottery

DARREN SNYDER  |  TUESDAY, 29 MAY 2018
... The report likens aspects of Australia's $2.6 trillion super system to a lottery. Default super versus choice The 571-page draft report pits default super versus choice and the Commission has developed a model which it believes supports a simple ...

Poor SoAs hindering advice process

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
There is growing concern that a lack of clear and consistent templates for Statement of Advice documents is potentially causing financial advice clients to sign off on advice they don't actually understand. Paraplanning services provider YTML has seen ...