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Showing 3531 - 3540 of 8591 results for "SIM"

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
AdviserLogic clients are now available to use Simple Fund 360, after the software provider integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to ...

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
The former chief executive of the Association of Financial Advisers believes a practical trade-off is required in order for the Financial Adviser Standards and Ethics Authority to meet its "mutually exclusive" goals for increasing industry professionalism. ...

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
The Association of Financial Advisers is seeking significant changes to the Financial Adviser Standards and Ethics Authority's draft education standards, including calls for experienced advisers over 55 to be subject to more lenient requirements ...

Prime Financial boosts wealth focus

KARREN VERGARA  |  TUESDAY, 3 JUL 2018
Prime Financial Group is ramping up its wealth management focus and stepping away from minority interests in accounting firms. The ASX-listed firm said this is part of a strategy to increase its exposure in wealth management by concentrating on its ...

Chief economist update: Draining the swamp

BENJAMIN ONG  |  TUESDAY, 3 JUL 2018
"We're going to drain the swamp." This was one of US President Donald Trump's battle cry when he was still campaigning for the top job in America. It looks like he's on his way to fulfilling this promise but instead, Trump's draining ...

Average superannuation balances double, female savings lag

HARRISON WORLEY  |  MONDAY, 2 JUL 2018
When it comes to retirement savings the disparity between men and women is still large, latest research shows. Roy Morgan research shows that despite a doubling of the average superannuation balances of intending retirees, females still lag well behind ...

Aussie funds to access Asian markets

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Both houses of Federal Parliament yesterday passed the Asia Region Funds Passport (ARFP) bill that will open up Asian markets for Australian financial services companies. The legislation was tabled in late March. Wealth management industry data manager ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
Financial planning software provider AstuteWheel launched its latest tool which slashes the risk advice process to one hour. Astute Insurance Planner was created in partnership with an OmniLife app and YTML to integrate different systems and help financial ...

Absolute returns core to building wealth: ARCO chair

KANIKA SOOD  |  FRIDAY, 29 JUN 2018
Investors aiming to build wealth should ignore market performance indices for at least a portion of their portfolio, according to ARCO chairman Bruce Loveday. "If you want to build wealth reliably over time, I would say that any alternative to having ...

FASEA yet to determine bridging courses

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
The Financial Adviser Standards and Ethics Authority provided an update on its consultation process and confirmed there is currently no approved AQF 8 bridging courses for existing advisers looking to commence study. In March, FASEA released guidance ...