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Showing 2461 - 2470 of 4746 results for "Financial advisers"

Costs fundamental to IOOF advice growth

DARREN SNYDER  |  FRIDAY, 16 FEB 2018
... superannuation and the connectivity between investors and financial advice. GROW will work with IOOF licensees and financial advisers to develop digital capabilities across several engagement points.

IFAs tackling bank-owned competitors head on

KARREN VERGARA  |  FRIDAY, 16 FEB 2018
Research shows independent financial advisers (IFAs) do not feel threatened by their bank-owned counterparts and are willing to take the competition head on. According to GlobalData's 2017 IFA survey, only a handful of IFAs perceive competition from ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss the growing trend where upcoming generations are demanding their inheritance sooner rather than later. ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... superannuation and the connectivity between investors and financial advice. GROW will work with IOOF licensees and financial advisers to develop digital capabilities across several engagement points. The diversified wealth manager did not disclose the ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
The Association of Financial Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website ...

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... next 12 months. Financial Standard reported that the new open banking regime will fundamentally change the way financial advisers interact with consumers - but several hurdles must be cleared before any true potential is realised. The expected multi-billion ...

Boutique fund manager adds to distribution team

KARREN VERGARA  |  THURSDAY, 8 FEB 2018
... Baring to its key accounts team. Baring will join key account manager David Myers in servicing dealer groups and financial advisers across Victoria. Baring has more than 15 years' business development and account management experience in the financial ...

General advice "misleading": Productivity Commission

JAMIE WILLIAMSON  |  WEDNESDAY, 7 FEB 2018
... market opportunities are," the report states. The Commission is also considering recommending to ASIC that financial advisers be able to provide advice on select credit products, namely home loans, personal loans and credit cards. It has called for consultation ...

Advisers can fill aged care demand gap: Study

KARREN VERGARA  |  WEDNESDAY, 7 FEB 2018
The growing demand for aged care planning will shift financial advisers' service offering and provide a new source of revenue in the medium-term, a joint study by Aged Care Steps and Swiss Re reveals. The research, which explored the challenges and ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...