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| | | Financial planners need to see robo-advice as a friendly, helpful tool, such as Pixar's WALL-E, rather than as the destructive machine pictured in Terminator. The rise of technological tools that automate some parts of financial advice was one of the ... |
| | | | Zenith Investment partners has reaffirmed its 'recommended' rating for the Man Diversified Alternatives fund with it ranking highest among its peer group in the researcher's 2015 Multi Strategy and Fund of Hedge Funds Sector Report. Man Group is one ... |
| | | | ... well as in the ethical and financial motives of the firm. "I work very hard to achieve high standards for myself, the profession and ultimately my clients," Smith said. "To be recognised in front of my peers and by our professional body is extremely ... |
| | | | ... that Paul Fog credits both commercial property law and playing water polo for Australia as steering him towards the profession. From his perspective, though, both are equally important. As the general manager of NAB Financial Planning, Fog sees water ... |
| | | | ... award because he upholds high professional and ethical standards, which means living up to the expectations of our profession, acting in the best interests of clients and providing the highest quality financial advice," FPA chief executive Mark Rantall ... |
| | | | CBA's advice arm will extend its Woman and Financial Planning education program to all of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique ... |
| | | | As the SMSF rush slows down, Laura Millan asks whether individual funds will withstand harsher market conditions and reviews member direct investment options. It is a known fact that self-managed super funds (SMSFs) outperformed funds regulated by the ... |
| | | | National Australia Bank's Asset Servicing (NAS) business has retained its 15th super fund with Guild Trustee Services agreeing to further its custody relationship for five years. NAS will provide custodial and investment administrative services to the ... |
| | | | ... our policies, government and industry relationships and our members. Dante shares the Board's mission to build the profession of financial planning," Kendall said. He added that the next step for the organisation is to focus on "the delivery and implementation ... |
| | | | ... and inspiring them with new insights and strategies on how to shape the future for their business, clients and the profession," FPA chief executive Mark Rantall. "The Congress theme is particularly pertinent as our profession prepares to adapt to legislative ... |
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