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Showing 2511 - 2520 of 4389 results for "financial Advice"

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... Singapore and Australia," the report's authors noted. In particular, more than 60% of companies surveyed felt financial advice is required by the majority of the population, but importantly, they did not feel as if advice should be reserved for net worth ...

Total Financial Solutions chief appointed

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
... capturing strong market momentum behind high-quality licensees offering a natural home to professional and ethical financial advice in Australia," Rowe said. "The Countplus network wishes Andrew and the TFSA board well with its efforts." TFSA independent ...

From financial advisers to cybersecurity advocates

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
... intelligence," Lee said. Lee spoke at the netwealth group study tour, a four-day program on fintech, investments and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is ...

Financial advisers should consider bitcoin as an asset class: Dunworth

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
... rights. Dunworth was presenting at the netwealth group study tour, a four-day program on fintech, investments and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is the ...

Bravura extends international mandate

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2017
... software is used by Lloyds across a number of different distribution channels, including bancassurance and its financial advice network. Bravura is pleased to be continuing the relationship, having worked with Lloyds for a number of years now. Commenting ...

Twitter becomes gateway to 30 million 'investment' audience

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
... to search for financial info. Twitter has even created a hashtag dedicated to conversations around money and financial advice: it is "$cashtag" and anyone can use it to find finance-related tweets. But even on social, prospective clients still want the ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... CFA members globally who took part in a study said affluent investors will be positively affected by automated financial advice tools in the form of reduced costs, improved access to advice product choices. But such tools will unlikely replace engagement ...

Sharing economy to reshape global real estate

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... REITs," Miness said. Miness was presenting at the netwealth group study tour, a four-day program on fintech and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is the media ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... the netwealth group study tour in San Francisco this week, a four-day program covering all aspects of fintech, financial advice and wealth management. Financial Standard is the media partner of the netwealth group study tour and will be publishing a ...