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Showing 2491 - 2500 of 4389 results for "financial Advice"

Former AFA executive returns

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
... held roles with Colonial First State, Perpetual, NAB and AMP, and was most recently working as a consultant on financial advice projects with Global Consultancy. Commenting on his new role, Anderson said: "I believe the AFA is a place where I can make ...

Robo-advice not a priority for 2017-18: Spot poll

DARREN SNYDER  |  MONDAY, 29 MAY 2017
... significant role in their respective markets; and a joint ASX and Deloitte Access Economics study found professional financial advice is outpacing self-directed. Meanwhile Bravura Solutions, said: "With the robo-advice market predicted to grow significantly ...

Advice industry must not rest on laurels: Diamantidis

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
The financial advice industry has resigned itself to underperforming and allowed the public to relegate financial matters. Caboodle Financial Services' Peita Diamantidis believes the financial advice industry is failing for having only engaged 20% of ...

Financial advice cannot be a quick-fix: Stackpool

JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
Australians are still perplexed by financial advice and its increased accessibility and affordability through technology - and big data isn't helping. Certainty Advice Group believes making financial advice more affordable, accessible and convenient ...

FSC and EY seek WAMtech revolution

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... include: Improving financial literacy Providing one touch access to wealth solutions Simplifying the process for financial advice Creating portfolio reporting and data analysis Obtaining demographic information Designing a common data standard FSC chief ...

Azimut investment play gets Lonsec approval

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... Generation Advisory, brought its assets under management to nearly $5 billion with the acquisition of a Cairns-based financial advice practice recently.

Australians pass on life insurance

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... purchasing it directly," Real Insurance founder Richard Enthoven said. "Not all Australians can afford or need financial advice so being able to obtain life insurance directly makes life cover accessible to more Australians who otherwise would be uncovered." ...

AFA and ANZ begin search for 2017 Rising Star

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
... Nominations for the award are now open to advisers with four years' experience or less in delivering quality financial advice, actively contributing to the financial literacy of clients and providing exceptional client experiences. ANZ Wealth head of ...

Big banks pay $60m in advice refunds

ALEX BURKE  |  MONDAY, 22 MAY 2017
... CBA, NAB and Westpac have to-date repaid $60 million out of an estimated $204 million for charging clients for financial advice that was not provided. This news follows the October 2016 release of ASIC's report into the advice businesses of Australia's ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... Wealth's 360 digital advice solution from Q3 2017, allowing customers to access a hybrid of digital and traditional financial advice. The deal has been hallmarked as "the largest fintech deal in Australia to date." It also marks the first of the big ...