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Showing 2541 - 2550 of 4746 results for "Financial advisers"

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... contrary to, the investment strategy agreed in the Statement of Advice. ASIC commissioner Cathie Armour said: "Financial advisers are expected to act with honesty and in the interests of their clients. ASIC will take action against those who breach their ...

Peer-learning popular among self-licensed advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 8 NOV 2017
Self-licensed financial advisers are in favour of peer-based learning when it comes to knowing more about managed accounts. The latest survey of self-licensed businesses in the IOOF Alliances network showed advisers prefer engaged and interactive community ...

Mason Stevens expands fixed income, appoints SMA manager

MICHELLE BALTAZAR  |  TUESDAY, 7 NOV 2017
... hot on the back of the group's launch of its retail super offering last month. The bespoke super fund allows financial advisers and their clients to build a tailored and diversified portfolio of global assets, which they can personally manage online. ...

Advisers divided on mixing advice: Poll

KARREN VERGARA  |  MONDAY, 6 NOV 2017
Financial advisers are divided when it comes to combining human advice with robo solutions. About 43% of advisers want to embed digital or robo solutions together with face-to-face advice, while an equal number completely shun this idea. Only 13% of ...

ANZ launches LIF resource

KARREN VERGARA  |  FRIDAY, 3 NOV 2017
ANZ Wealth has launched an online resource to help prepare financial advisers for the looming Life Insurance Framework (LIF) reforms. The online hub provides guidance on how OneCare commissions will be paid, detail key deadlines and how the transition ...

New consultancy bridges IFA support gap

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
The rate financial advisers are leaving vertically integrated channels has motivated two industry experts to establish a "ruthlessly independent" community. GreenZone Australia co-founder and partner, Geoff Rimmer, said a significant number of advisers ...

BTFG widens life insurance APL

ALEX BURKE  |  WEDNESDAY, 1 NOV 2017
... expand to a minimum of three, up from one currently. At the moment, Westpac Life is the only insurer on the BT Financial Advisers APL, although BTFG noted that over the past four years any adviser request to use an insurance product not on the APL has ...