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Showing 21 - 30 of 155 results for "White Paper"

Robo-advice a complement, not disruptor: Six Park

ANNABELLE DICKSON  |  FRIDAY, 23 OCT 2020
... and building a relationship with low-need clients who are likely to require more holistic advice in the future," the white paper said. Contributing to the whitepaper, Investment Trends research director Recep III Peker noted there are currently more ...

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
... to the right training opportunities are also critical areas of focus," he said. According to Centrepoint's new white paper, What's your path?, the main benefit of self-licensing is the ability to take control many aspects of the business such ...

AIOFP launches fresh campaign, criticises FPA

ELIZABETH MCARTHUR  |  TUESDAY, 21 APR 2020
... consumers via their client base with a clear message that if banks have less commission, consumers pay more. In a white paper touching on many topics also distributed to members, Johnston said that despite recent regulatory relief due to COVID-19 the ...

The five threats to super fund survival

HARRISON WORLEY  |  MONDAY, 20 APR 2020
... COVID-19 pandemic provides superannuation funds five critical issues which must be addressed to ensure survival. A new white paper by investment management software provider SS&C highlights the need for superannuation funds to be more flexible as they ...

Practice profitability at risk: MLC Life

JAMIE WILLIAMSON  |  FRIDAY, 13 DEC 2019
... would then be able to know the amount of additional fees to charge." The Cost and Efficiency of Delivering Advice white paper enables advisers to benchmark their practice against those of their peers, providing breakdowns of average costs and time spent ...

FPA consults on future of advice, policy initiatives

JAMIE WILLIAMSON  |  WEDNESDAY, 27 NOV 2019
... with clients and the overall health of the sector. The discussion paper comes five years after the FPA's landmark white paper on the future of the profession in 2014 which identified 10 key milestones that required achieving in order to elevate the industry. ...

Super delivers for the masses: Challenger

KARREN VERGARA  |  WEDNESDAY, 26 JUN 2019
A new Challenger white paper suggests the superannuation system is broadly effective and delivering objectives for retirees - but it is still leaving some members behind. Citing APRA figures, members aged 65 and over have $800 billion tucked away in ...

Retail clients win under new ASIC powers: Lawyers

KARREN VERGARA  |  TUESDAY, 28 MAY 2019
... will impose significant regulatory and compliance obligations on product issuers and manufacturers, lawyers warn. A white paper by law firm Hall & Wilcox highlights the implications of the new design and distribution obligations (DOD) and product intervention ...

Frontier highlights best in show list weaknesses

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... proposed 'best in show' list. Given the strong imperative for the superannuation sector to consolidate, the white paper sought to uncover if the focus on forcing consolidation is misdirected. "The focus on what should drive that consolidation ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... standards to effectively shun poor behaviours and reject sales-based product models," Rowe said. The other key issue the white paper addressed is advisers migrating away from larger institutions towards non-aligned financial advice businesses, including ...