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Showing 2891 - 2900 of 4389 results for "financial Advice"

Household is the future of advice

ALEX BURKE  |  FRIDAY, 9 OCT 2015
The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ...

Myonlineadvisers teams up with US robo firm

MARK SMITH  |  THURSDAY, 8 OCT 2015
... need. Now a customised Australian version of both RiXtrema and Advisor BioniX will be launched to the independent financial advice market early in 2016. Sutherland says one of the main benefits is efficiency. "The planner saves time on paperwork and ...

CBA publicly welcomes former staff bans

MARK SMITH  |  THURSDAY, 8 OCT 2015
... The Adviser Register is designed to assist consumers to verify a financial adviser's authorisations to provide financial advice and to find out more about them. It also gives employers greater ability to assess the suitability of financial planners. ...

GFC drove advisers to managed accounts

ALEX BURKE  |  THURSDAY, 8 OCT 2015
... stock-pickers." Describing himself as a "fierce advocate of outsourcing investment management," he noted that financial advice isn't really about "having great skills in whether to buy Rio or sell BHP." "We have an independent investment committee with ...

AFA Rising Star finalists announced

ALEX BURKE  |  FRIDAY, 2 OCT 2015
... which is given to advisers who have been in the industry for three years or less, is based on the quality of financial advice, commitment to education and contribution to their profession and community. "Now, more than ever, it's important to the growth ...

Findex launches online advice service

STAFF WRITER  |  THURSDAY, 1 OCT 2015
Findex has launched an online financial advice service available "obligation-free" to the general public. ASK Crowe Horwath allows businesses and individuals to pose questions "covering the full spectrum of financial services," according to Findex's ...

OneVue launches new advice platform

ALEX BURKE  |  TUESDAY, 29 SEP 2015
OneVue has launched its new financial advice platform, LUMINOUS. Built over 18 months, the platform as designed to be heavily customised to individual client preferences, to the extent of facilitating self-directed investors who may wish to "drop in ...

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
Vision Super has recorded a massive increase in financial advice given to its members over 2015. Over the past year, Vision Super's financial advice team has had 2,422 meetings with members - a 70% boost from the 1,431 meetings in 2014. General advice ...

FPA retirement planning scholarships awarded

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... scholarship winners are KeyPlay Financial Services' Anthony White, MyState Wealth Management's Philip Hall, BW Financial Advice's Mitchell Gallina, Aeran's Jane Campbell and Life Strategies Financial Services' Sharni Tucker. They have the option to pursue ...

Equipsuper invests in fintech, robo-advice firm

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... personalise their investment portfolios to achieve their long-term goals. This demographic seldom seeks face-to-face financial advice," Press said. Equip expects to roll out its automated advice service for members using Clover's technology in March ...