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Showing 221 - 230 of 428 results for "Enhancements"

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... clients in a different way." The Westpac-owned group has started by supporting financial planners with technology enhancements and by streamlining the advice processes so the adviser can reduce the time spent on administration and compliance issues. ...

CommInsure enhances adviser flexibility of life product

LAURA MILLAN  |  WEDNESDAY, 7 AUG 2013
... legislation. "With FoFA, it is vital that an adviser is acting in a client's best interest and we have designed these enhancements with that fiduciary duty in mind," Browne said. The option is available to clients via CommInsure's Total Care Plan Super ...

TAL puts focus on super in latest offering

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013

CommInsure 'day one cover' available for CFS

LAURA MILLAN  |  MONDAY, 15 JUL 2013
... adviser if they opt to pay with Super Payment Method." The 'day one cover' offering is the first of a series of product enhancements that will be launched in August.

Planner platform satisfaction reaches record high

MARK SMITH  |  WEDNESDAY, 10 JUL 2013
... that we measure," Investment Trends senior analyst Recep Peker said. While platform providers have made many new enhancements in the last 12 months, the new lower-cost and flexible pricing models have been the most successful in driving planners' satisfaction. ...

Lonsec shuts door on rating 'shopping' with new rankings

MARK SMITH  |  THURSDAY, 4 JUL 2013
... not " "shop" around for the best rating outcome without leaving a footprint. "We have made a number of incremental enhancements to ensure that there can be absolutely no perceived nexus between research fees and research outcomes, and to meet ASIC's ...

Banks shift gears on technology spend

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... software, including the wealth management side of the business. In 2006, CBA was introducing 1,200 new services and enhancements every month, a figure that has more than doubled, with 3,000 monthly changes in 2012. "Technology is very important to us ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
Colonial First State (CFS) has announced a range of enhancements to its FirstChoice and FirstWrap platforms to improve adviser efficiency and expand its offering to clients. A new online dashboard for FirstWrap will offer greater visibility of client ...

ASIC delays start date for advisers exam

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... implement this proposal once the FoFA reforms have been bedded down. In the coming months, ASIC will also consult on enhancements to the training standards for financial product advisers and will underline the importance of strengthening the framework ...

Equipsuper approved to offer MySuper

ALEX DUNNIN  |  TUESDAY, 26 MAR 2013
... of this year, we will be focusing on better equipping our members to achieve adequacy in retirement and on further enhancements to our product and service offering." Press said their bigger plan is to grow the fund to sufficient scale to ensure they ...