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Showing 3541 - 3550 of 9818 results for "Advisers"

Up close and personal: Women in financial services

JAMIE WILLIAMSON  |  FRIDAY, 8 MAR 2019
From chief executives to chief underwriters, risk advisers to mental health and consumer advocates, here are the stories of six women in financial services you should know about. Financial Standard has profiled six women from different parts of the ...

New life insurer is RC good news story

HARRISON WORLEY  |  THURSDAY, 7 MAR 2019
... have to say, the best people we can find anywhere in the industry." In pitching Integrity Life's new retail offering to advisers - who are said to have co-created the new solution with the startup - Powell said a key difference between the firm and existing ...

Risk advice a hard sell: Research

KARREN VERGARA  |  THURSDAY, 7 MAR 2019
... pay a fee at all. When asked if participants would pay $2000 or more for life insurance advice, 100% said, 'no.' Of the advisers who took part in the study, two thirds charged $2000 or more for life insurance advice. Zurich Life & Investments chief executive ...

FPA launches FASEA policy, education hub

JAMIE WILLIAMSON  |  THURSDAY, 7 MAR 2019
Financial advisers can now access up to date and easy to understand information about education policy developments via an online education hub from the Financial Planning Association of Australia. The FPA's Return to Learn portal was rolled out this ...

New retirement loan launches

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
A new debt product that facilitates funding needs for financial advisers' retiree clients has launched. Household Loan, backed by specialist retirement funding provider Household Capital, enables retirees to draw equity from the family home to fund ...

Global fund launches in retail market

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2019
... available to retail investors via the Netwealth and HUB24 platform. The Loomis Sayles Global Equity Fund targets financial advisers and direct investors. Investors Mutual Limited (IML) is the responsible entity for the fund, incepted on 1 November 2018. ...

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
The business management platform for advisers has integrated with IRESS XPLAN, leveraging its recently released open API. The integration builds on Practifi's compliance and efficiency by eliminating data duplication with a single, completely integrated ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... MDA service provider, with an option to take full ownership of the company down the track. Investing in Philo Capital Advisers, Class will provide software to support the company's offering, including services to licensees using BT Panorama. The investment ...

Financial advisers evolving as wealth managers: Report

KARREN VERGARA  |  MONDAY, 4 MAR 2019
... only 33% of brokers will position themselves as stockbrokers to clients in 12 months' time. The research also found advisers and stockbrokers anticipate significant changes to the products they recommend. This is a move toward ETFs and managed accounts ...

Grandfathered commissions ban unconstitutional: Association

JAMIE WILLIAMSON  |  MONDAY, 4 MAR 2019
... Liberal parties are drafting bills to push the ban through ahead of the Federal election in May at the expense of financial advisers and consumers, he said. The AIOFP is calling on advisers to assist with the cost of the action and to "fight for our ...