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Showing 241 - 250 of 403 results for "Advice for"

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... Financial Services has received this year's AFA Female Excellence in Advice Award for championing the benefits of financial advice for women in the profession and in the broader community. Diamantidis accepted her award at the annual Association of Financial ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... among advisers. Managing director and chief executive of Infocus, Rod Bristow said: "Our vision of providing quality advice for Australians from all walks of life comes to life through our 'Building a High Performing Advice Business' Program. "This is ...

Netwealth enters fintech partnership

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... learning and natural language processing algorithms to measure the performance of sources giving online investment advice for shares listed on the US markets. Users can view the track record and performance of source stock analysts, bloggers, hedge funds ...

Energy Super rolls out digital advice service

ALEX BURKE  |  FRIDAY, 2 SEP 2016
... general manager of digital transformation and analytics David Beal, is aimed at delivering an "entrA(C)e" to financial advice for the $6.3 billion fund's 48,000 members. "Our research has shown that people in our market demographic want to seek financial ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... and I think that by building confidence the perception of advice will improve because we know that people don't seek advice for a number of reasons. "One of them is some distrust but there are other reasons as well like fear of looking silly, fear of ...

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... aged 55 and over had the flexibility to take their pots how they wish. This created an obvious need for professional advice for the mass market. "There has been a noticeable increase in people asking if we can help with advice and up to now we have had ...

Strong leadership at the heart of adaptive change

KERRIE SYDEE  |  MONDAY, 18 JUL 2016
... successful practice, a CEO's job is actually very people-focused and highly creative work of imagineering the future of advice for our clients and creating futures for our best people. "As a representative of the firm, not as their boss, not as an adviser ...

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
... advisers benefit from engagement with more educated customers. "Earnie.com.au is core to our strategy of providing quality advice for Australians from all walks of life. Introducing earnie.com.au complements our existing financial advice operations ...

BDO appoints super partner

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
... Saxon said Wilkinson joins with decades of experience and has been providing superannuation and retirement planning advice for more than 20 years. "He is a sought after national public speaker on superannuation and retirement, in-house trainer for our ...

Consumers turning to the internet for advice

KERRIE SYDEE  |  FRIDAY, 10 JUN 2016
... transforming the industry and driving insurers to be more digitally innovative; 32% of people seeking to obtain financial advice for Life insurance use the internet to do so." CANSTAR's research of direct life insurance policies found that insurers were ...