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

Search Results

Showing 3761 - 3770 of 9819 results for "Advisers"

YTML launches advice app aggregator

JAMIE WILLIAMSON  |  MONDAY, 8 OCT 2018
... the Seido App Store goes beyond the traditional app store. "It is designed to not only act as a central location where advisers can access apps they need, but also as a seamless connector of those tools and importantly, an efficient creator of advice ...

Netwealth releases adviser toolkit

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... pilot of the workshop, said his team left the workshop with actionable innovations. Netwealth will launch more tools for advisers addressing disruption, developing its AdviceTech roadmap, articulating values and reducing internal inefficiencies.

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
Only 30% of Australians know what their goals in life are, revealing a significant opportunity for financial advisers using a goals-based approach. According to new research from Advice Intelligence, about 70% of Australians don't know what their goals ...

Zurich launches new adviser portal

KANIKA SOOD  |  FRIDAY, 5 OCT 2018
... phasing out its desktop quoting software ZXpress and ZLife platform to make way for a more efficient online portal for advisers. The Zurich Adviser Portal gives advisers a single login to access underwriting quotes, track client application progress ...

Managed accounts provider ramps up tech strategy

KARREN VERGARA  |  FRIDAY, 5 OCT 2018
An ASX-listed platform provider is overhauling the technology behind its managed accounts offering. The clients and advisers using Managed Accounts Holdings' (MGP) managed discretionary account solution will be the first to benefit from the technology ...

IOOF appoints dealer group chief

HARRISON WORLEY  |  FRIDAY, 5 OCT 2018
... Australia's leading financial advisory service and Geoff has the strategic insight and passion for building relationships with advisers that makes him the ideal person to lead this business for the ultimate benefit of our customers." In addition to finalising ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... Trends, BTFG said there are no signs that the growing popularity of managed accounts will abate. About 70% of the financial advisers currently using managed accounts believe their use will increase over the next three years, with client inflows expected ...

Royal Commission interim report flawed

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... ignored submissions on the issues raised throughout the Royal Commission. That is the view of the Association of Financial Advisers which, in responding to the interim report, said the report does not suggest a good understanding of financial advice ...

ASIC offers fee relief to drought-affected farmers

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
... With this July registering as Australia's driest in 16 years, Australia's drought-hit farmers have turned to financial advisers to help deal with the impact to their finances. According to Rockhampton financial planner Rory Condon, about half of his ...

IOOF completes ANZ dealer group acquisitions

HARRISON WORLEY  |  TUESDAY, 2 OCT 2018
... of ANZ products and IOOF products provides substantial opportunity for improved pricing and product features for our advisers and clients."