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Showing 2411 - 2420 of 4746 results for "Financial advisers"

Spotlight on financial elder abuse

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
While financial advisers are among those best placed to identify instances of financial elder abuse, cases are continually slipping under the radar as it becomes increasingly difficult to recognise. Speaking at the Challenger Financial Standard Technical ...

Technology for advisers by advisers

JAMIE WILLIAMSON  |  FRIDAY, 6 APR 2018
An advice association is calling on independent and non-aligned financial advisers to get involved in designing and building better software for the delivery of goals-based advice. The Association of Goals Based Advice is inviting advisers to participate ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... questionnaire," he added. At this stage, Kendall believes the education standard "does not give sufficient recognition to financial advisers who have completed a degree and undertaken additional studies in financial planning." "Failure to recognise study ...

Contango restructure sees reduced headcount

ALEX BURKE  |  THURSDAY, 5 APR 2018
... it to launch retail-backed funds; expand the company's relationship with a network of retail and independent financial advisers; and allow it to "use the Switzer name, a well-recognised and respected brand in the retail investment market."

What will estate planning look like in 2020?

DARREN SNYDER  |  WEDNESDAY, 4 APR 2018
Looking beyond 2020, netwealth technical services head Keat Chew said financial advisers must consider the prospect of small tax increases on superannuation earnings and lump sum payments. Speaking at a recent netwealth CPD event in Sydney, Chew took ...

Affordable advice outsourcing at the ready

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Handley said the initial focus of the partnership will be on enhancing the core services already being offered to financial advisers and accountants but he expects other opportunities to arise. "Alongside their financial services offering DBA already ...

IRESS acquires digital advice compliance business

ALEX BURKE  |  WEDNESDAY, 4 APR 2018
... regtech and data analytics provider after making a minority investment in the business last year. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best interest metrics and ...

Royal Commission to grill FPA, AFA

JAMIE WILLIAMSON  |  WEDNESDAY, 4 APR 2018
... Hayne, the inquiry has called upon the Financial Planning Association of Australia (FPA), the Association of Financial Advisers (AFA) and ASIC to provide case studies on compliance with the law and community standards and expectations, as well as the ...

Prime Value appoints new portfolio manager

ALEX BURKE  |  TUESDAY, 3 APR 2018
... it to launch retail-backed funds; expand the company's relationship with a network of retail and independent financial advisers; and allow it to "use the Switzer name, a well-recognised and respected brand in the retail investment market." Marty Switzer ...

PJC doubts life insurance industry can self-regulate

KARREN VERGARA  |  WEDNESDAY, 28 MAR 2018
... director Simon Swanson said: "It's clear that there's strong widespread support for unrestricted APLs that give financial advisers the autonomy to use their knowledge and experience, and exercise their judgement, to recommend the best solution for clients ...