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Showing 2481 - 2490 of 4746 results for "Financial advisers"

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
Financial advisers must work closely with female clients to devise strategies to safeguard their retirement savings in the event of a career break. Insight from a recent REST Industry Super survey shows career breaks are costing women at least $160,000 ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... consumers are increasingly relying on the internet and digital devices to purchase life insurance instead of financial advisers. The internet is a rich source of advice for 28.7% of adults aged between 30 and 60, compared to 24.7% who use a financial ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... nominations are at risk of being rejected by trustees as it has become aware of a widespread practice among financial advisers claiming to have witnessed client signatures or allowing staff members to witness, without actually being present. In some ...

Netwealth signals managed account growth, business upgrades

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
... view of a client's wealth. In December the platform introduced SMART Records of Advice (ROAs), which allow financial advisers and other intermediaries to customise and automate ROAs for multiple clients in a fraction of the time compared to traditional ...

Life insurance consumers shun financial advisers

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... Australians are increasingly relying on the internet and digital devices to purchase life insurance instead of financial advisers, a new study from NobleOak shows. Almost half (43.6%) of the 1000 respondents in NobleOak and Pureprofile's 2017 life insurance ...

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... with underwriting. The engine stores more than 6500 medical conditions and includes a pre-assessment tool that financial advisers can use with clients to provide an instant, indicative price for life insurance cover. MLC Life chief customer officer ...

Alternative beta corresponds with adviser risk concerns

DARREN SNYDER  |  WEDNESDAY, 17 JAN 2018
... Management head of Asia Pacific, Steve Shepherd, said alternative beta strategies should be considered as more financial advisers demand low cost, easily accessible alternative strategies that seek to diversify portfolios and reduce correlation to equities. ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... follow later this quarter. "We are committed to continuously improving our products and services, and supporting financial advisers to adapt and grow their businesses under LIF," ClearView general manager of distribution Christopher Blaxland-Walker said. ...

The next generation of adviser and client

JAMIE WILLIAMSON  |  MONDAY, 15 JAN 2018
... advice landscape conducted in conjunction with InvestmentNews Research which found 15.7% of the nations' 310,504 financial advisers are female. Further, while 23.2% of Certified Financial Planners in the US are female, that number has not changed for ...

Adviser banned over theft from deceased estate

JAMIE WILLIAMSON  |  FRIDAY, 12 JAN 2018
... about what had happened to the funds, with ASIC labelling his conduct dishonest. Smith is listed on ASIC's Financial Advisers Register as a member of the Financial Planning Association of Australia, having attained his Certified Financial Planner qualification ...