Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 301 - 310 of 842 results for "Basic"

Majority ready for MiFID II: Spot poll

KARREN VERGARA  |  MONDAY, 8 JAN 2018
A majority of Australian financial services firms said they were confidently ready for the Markets in Financial Instruments Directive II (MiFID) reforms that took effect on January 3, according to Financial Standard's weekly spot poll. More than half ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... several new conversations for advisers and fund managers. That managed accounts are here to stay and will inevitably become basic offerings in the near term were salient themes that emerged from this year's Best Practice Forum on Managed Accounts. More ...

Group insurance awareness encouraging: MetLife

KARREN VERGARA  |  TUESDAY, 12 DEC 2017
... which urges trustees to ensure younger members have an appropriate level of cover - some might be dialing it right down to a basic level that matches their level of debt for instance, she said. "We've worked hard as an industry to raise awareness of ...

Powell power

BENJAMIN ONG  |  THURSDAY, 30 NOV 2017
There wasn't really anything earth-shattering in US Federal Reserve Chair Janet Yellen's testimony before the Joint Economic Committee of the US Congress overnight where she discussed 'The Current Economic Outlook and Monetary Policy'. Growth is gaining ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... example, client engagement fintech Astute Wheel creates synergies by gathering information about clients and explaining basic financial concepts using more than 30 educational tools. FPA chief executive Dante De Gori, urged financial planners to start ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
PIMCO has launched a new education platform to provide online resources for advisers about fixed income and global markets. The new PIMCO Market Intelligence platform includes a six-part CPD-accredited course along with case studies, video tutorials ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... industries. "What's more, they allow us to produce quality advice on demand and bring the cost down to nothing," he said. The basic option provides free budgeting analysis, tax, investment and super recommendation, and life insurance review. The full ...

CommInsure adds new annuity strategy

JAMIE WILLIAMSON  |  TUESDAY, 17 OCT 2017
... Annuitisation offers a methodical approach to building annuities in a layered retirement plan while also addressing some of the basic uncertainties (for example - loss of capital upon premature death) that often trouble new retirees."

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... discusses vulnerabilities in a financial adviser's business when it comes to identifying cybercriminal activities. Top tip: basic checks like upgrading security systems constantly and, when in doubt, contact your client. On superannuation, the stats ...

NAB launches customer chatbot app

KARREN VERGARA  |  FRIDAY, 6 OCT 2017
... banking simple and easy for our customers; we know they want more self-service capability and they want to be able to solve basic questions in a channel that suits them and when it's convenient for them." In a separate announcement, NAB said it is slashing ...