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Showing 201 - 210 of 581 results for "ProActive"

HNWs change views on advice

ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... unique opportunity for advice providers to demonstrate their value-add - through their technical expertise, guidance and proactive communications."

Dimensional to use Calastone solution

KANIKA SOOD  |  TUESDAY, 30 MAR 2021
Dimensional Fund Advisors has signed up for Calastone's new distribution data solution. Calastone's new Wrap Reporting service will provide fund managers adviser-directed fund flow data from different platforms. The firm said it actively worked ...

Aware to restructure advice offering

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 MAR 2021
One of Australia's largest superannuation funds, Aware Super, is restructuring its financial advice team in a move which will result in redundancies. The $130 billion fund said it has observed a trend away from ongoing advice contracts and towards on-demand ...

PYSP reunites $4.3bn of lost super

KANIKA SOOD  |  FRIDAY, 19 MAR 2021
The Protecting Your Super Package legislation which asked super funds to hand over inactive accounts to the Australian Taxation Office (ATO) has returned $4.3 billion to members in about 17 months. Between 1 November 2019 and 28 February 2021, nearly ...

ERS disproportionately impacted women

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 MAR 2021
According to analysis from Rest, the "pink recession" might have been exacerbated by the government's early release of super program. More than half a million women accessed their super early as part of the scheme. Industry super fund Rest, which has ...

Aware Super eyes another merger

JAMIE WILLIAMSON  |  TUESDAY, 2 MAR 2021
... committed to continually looking for ways to achieve even better outcomes for our members. So, we have chosen to take a proactive approach by considering how we can attain the benefits that size and scale bring, with the right merger partner," he said. ...

Special course to manage work conflict

ELIZABETH MCARTHUR  |  MONDAY, 1 MAR 2021
... interactions and moments of conflict in the workplace can have detrimental effects on our physical and mental health, so being proactive in de-escalating the situation is beneficial for everyone," Rose said. "The course truly reflects what we designed ...

Government passes advice, super reforms

ANNABELLE DICKSON  |  FRIDAY, 26 FEB 2021
Financial advisers will now need prior written consent each year from clients before deducting fees, while funds from Eligible Rollover Funds must now be reunited with members within 28 days. Two key pieces of legislation were passed yesterday: the ...

The future of quality advice: SMSFA

ANNABELLE DICKSON  |  THURSDAY, 18 FEB 2021
Investing in tools and data integration, being clear in value proposition and proactively monitoring client portfolios will ensure the future of a quality financial advice business. Speaking at the Self-managed Superannuation Fund Association (SMSFA) ...

PADUA launches client fact find

ANNABELLE DICKSON  |  MONDAY, 15 FEB 2021
... digital experience. "This in turn means the first meeting can be more meaningful - they'll have the data they need to have proactive advice conversations and start modelling different options," he said. "Advisers told us clients were overwhelmingly positive ...