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Showing 281 - 290 of 877 results for "Anything"

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... wealth management industry faces constant scrutiny and regulation in providing advice, but those in IT can simply "type anything" in an algorithm and sell it to mum and dad, she says. Perth-based start-up, PictureWealth, is attempting to defy such limitations ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... clients and "why this crucial piece of the advice jigsaw is an art and not a science." "Today's insurance adviser must be anything from coach, counsellor and educator through to technical specialist, key negotiator and advice practitioner," Fox says. ...

Nothing to fear from robo-advice: Magellan

DARREN SNYDER  |  MONDAY, 25 SEP 2017
... are really there as a counsellor and consultant to something that's deeply important to your clients, you don't have anything to fear from robo-advice. "But if you don't think of that as your business and you never speak to your client and show that ...

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
... receive a bad rap as being tax avoidance vehicles. Many clients use them to protect assets within the family more than anything else as well as provide for their children's education. It would be unfortunate for clients who use discretionary trusts for ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... offer, including AMP Flexible Super - Super Protection or Essential Protection. "Existing FLP customers don't need to do anything, their plan won't change and it will still cover them for the needs they identified when they chose it," the company said. ...

GSFM scores major alternatives partnership

ALEX BURKE  |  TUESDAY, 19 SEP 2017
... increase as more people appreciate their benefits," he said. Since Mario Draghi "rang the bell in 2012 and asserted to do anything it takes to save Europe," he added, equity markets have been firmly in bull market territory - and there is a growing sense ...

ASIC toughens MDA suitability rules

KARREN VERGARA  |  THURSDAY, 14 SEP 2017
... not be suitable. In other words, it's similar to a negative assurance test, she said. Wivell Plater added if there is anything in the SOA that indicates the MDA service might not be suitable for the client, the MDA provider must check if this is actually ...

Who's afraid of North Korea? Not the South Koreans

BENJAMIN ONG  |  TUESDAY, 5 SEP 2017
... to slap the "strongest possible" sanctions against Pyongyang. But without China's backing and Pyongyang having hardly anything to lose, stick and stones may break Kim's bones but sanctions would only hurt a little. Financial markets are right to not ...

Financial services leaders push for marriage equality

EMMA RAPAPORT  |  THURSDAY, 24 AUG 2017
... happens when "employees feel comfortable and equal in their workplace and their lives." "Marriage equality will not change anything for the vast majority of Australians, however will make a profound difference to the status and dignity of many," Middleton ...

UK manager partners for Aussie distribution

ALEX BURKE  |  WEDNESDAY, 16 AUG 2017
... equities. Clearway Capital managing director Dennis Mothoneos explained: "We think this approach will be quite different to anything most Australian and New Zealand investors have seen previously." "We believe they will be attracted not only by the environmental ...