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| | | ... matter how big or smart it is or thinks it is, or how embedded into its disruption value chain it is, can afford to take anything for granted," Dunnin said. "That's why super funds and products should celebrate their success whenever they can because ... |
| | | | ... technology looks set to become more widespread in financial services if developments in the US life insurance market are anything to go by. A North Carolina technology firm, Lapetus Life Event Solutions, recently developed CHRONOS, an end-to-end underwriting ... |
| | | | ... chairman and co-founder David Brown on the same day as the 1987 stockmarket crash. If you can survive that, you can survive anything. |
| | | | ... 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," he said. "But if you don't think of that as your business and you never speak to your client and ... |
| | | | ... these changes regarding the payment of death benefits," Hogan said. According to Hogan, it is incorrectly assumed that anything above the $1.6 million TBC of the surviving spouse can automatically be placed back into an accumulation fund and subject ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. ... |
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