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Showing 2481 - 2490 of 4389 results for "financial Advice"

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
The majority financial advice firms are still choosing to rely on Microsoft Excel as their primary source of administrative software despite a range of financial software products coming to market, YTML said. According to the financial technology provider's ...

Vale John O'Connell

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... global research team. In 2016, the Group, on O'Connell's recommendation, made the move to computer-generated financial advice, aiming to provide low-cost professional grade guidance, expertise and access to knowledge to self-directed and self-managed ...

Baby boomers lag on retirement planning

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
... investors say they would change their adviser to get more help with taxes. The report findings reinforce the value of financial advice, particularly in retirement, as 69% of millennials believe the need for an adviser extends well into retirement. In ...

Fiduciary rule introduced in United States

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
... was deferred by an executive order from President Trump out of fear it would harm investors' ability to access financial advice. Though they will still be able to earn commissions, further aspects of the law expected to take effect from 1 January 2018 ...

Financial Standard to expand into Marketing and Communications educational content

ALEX BURKE  |  FRIDAY, 9 JUN 2017
... growing industry sectors employing more than 400,000 people across lending, superannuation, insurance, investment, financial advice and project financing. Meanwhile, there are about 60,000 Marketing and Communications executives in the country. "The ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... has banned 38 advisers from the financial services industry. The Project focuses on the conduct of the largest financial advice firms (NAB, Westpac, CBA, ANZ, Macquarie and AMP). ASIC has also penalised Synergy Financial Markets, a Sydney-based firm ...

Mercer vet takes reins at former Pillar offices

ALEX BURKE  |  WEDNESDAY, 7 JUN 2017
... having previously been partner and team leader at Mercer's Innovation Hub in the US. Before that, she was Mercer's financial advice leader in Sydney. Before Mercer, Bloch was chief executive of the Financial Planning Association, deputy chief executive ...

BTFG working to improve culture, ethics

JAMIE WILLIAMSON  |  WEDNESDAY, 7 JUN 2017
... advisers, but importantly it will help to lift consumer trust in the value of advice and their confidence in financial advice as a noble profession." The Ethics Centre executive general manager Ed St John described the program as 'transformational' for ...

Value of advice still unclear: IOOF

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Australians are still dissuaded by the cost of seeking financial advice, despite those that receive financial advice being 21% more likely to have greater piece of mind. A whitepaper from IOOF found the benefits of advice must outweigh the cost in order ...

Education key in combatting elder financial abuse

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
Financial advice practices will be able to equip staff with greater knowledge and understanding around identifying and preventing elder financial abuse through a selection of new education and training materials. Protecting Seniors Wealth has launched ...