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Showing 3921 - 3930 of 9819 results for "Advisers"

Chief economist update: Friday when the trade war began

BENJAMIN ONG  |  MONDAY, 9 JUL 2018
... but he certainly knows how to read. He knows and understands the consequences of an all-out trade war, and if not, his advisers would have told him what these are. Recent studies showed that the US economy could slow by between 1% and 2% if the current ...

Managed Accounts Forum survey open

DARREN SNYDER  |  FRIDAY, 6 JUL 2018
... 1600 albeit the most popular are offered through more than one managed account or platform administrator. About 2000 advisers are now MDA authorised, Rainmaker noted. The Financial Standard Best Practice Forum on Managed Accounts will be held on Tuesday ...

Dover advisers turn orphans

JAMIE WILLIAMSON  |  FRIDAY, 6 JUL 2018
While there are Dover financial advisers that have managed to transition elsewhere in recent weeks, latest ASIC data shows hundreds of advisers will be without a licensee when the disgraced AFSL shutters today. Rainmaker analysis of ASIC's Financial ...

HSBC quietly exits financial advice

KARREN VERGARA  |  THURSDAY, 5 JUL 2018
... risk to existing policies or investments," it said. According to ASIC's AFSL register, HSBC had 18 active financial advisers in December 2017. There were only five at the end of April 2018. HSBC joins three of the major four banks currently in the ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... now have AdviserLogic on board," Lesh said. "AdviserLogic has a suite of software products built to assist financial advisers, licensees, brokers, corporate authorised representatives, software providers and AFSL holders to prosper." AdviserLogic chief ...

FASEA must recognise all prior learning: FPA

JAMIE WILLIAMSON  |  THURSDAY, 5 JUL 2018
... foundation of the FPA's submission to the Financial Adviser Standards and Ethics Authority, also found 84.1% of existing advisers hold what FASEA has deemed an unrelated degree and are not comfortable with the draft standards. As such, the association ...

AI and avatars set to alter wealth management

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... the bank's chief investment officer responsible for Switzerland. The project, called UBS Companion, will allow UBS advisers to bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients ...

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. ...

MLC Life recruits head of underwriting

KARREN VERGARA  |  WEDNESDAY, 4 JUL 2018
... for leading the underwriting team nationally and enhance the newly-launched underwriting platform for the benefit of advisers and customers. Jones joined HSBC Insurance Asia Pacific in 2013 as its head of life underwriting and operations based in Hong ...

Praemium inks deal with WA-based wealth manager

HARRISON WORLEY  |  WEDNESDAY, 4 JUL 2018
... investors with tailored, personalised reporting that significantly enhances the client engagement experience and allows advisers to offer a leading digital service that many investors have come to expect." Separately, the platform provider inked a deal ...