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Showing 3991 - 4000 of 9819 results for "Advisers"

Industry fund increases life insurance engagement

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... Life's broader digital transformation strategy. Aiming to align its digital offering with the evolving expectations of advisers and customers, Nippon Life - which owns 80% of MLC Life - has invested $400 million in a technology overhaul for the life ...

Wealth manager reviews software provider

JAMIE WILLIAMSON  |  THURSDAY, 24 MAY 2018
... Following a review of its existing providers, Suncorp Advice has commenced roll out of Midwinter's AdviceOS solution to advisers and paraplanners. The software will provides benefits including process and production efficiencies, enhanced CRM and reporting ...

TAL bolsters mental health capabilities

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
... the year TAL was named Strategic Insight/AFA Overall Platinum Life Company of the Year at the Association of Financial Advisers Life Company of the Year Awards.

Rest awards global equities mandate

ALEX BURKE  |  WEDNESDAY, 23 MAY 2018
... assets as at March 31. Rest general manager investments Brendan Casey said: "We worked very closely with our investment advisers in performing in depth diligence on GQG and are delighted to be working with both GQG and their partner, Pacific Current ...

Poor SoAs hindering advice process

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... documents, such as the financial services guide and product disclosure statements," she said. "Due to the length, some advisers therefore create yet another document to explain the advice, in addition to the SoA. This can create inconsistencies and inefficiencies ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... Solutions (IPS) tripled its funds under administration over the past three years as it experiences inflows courtesy of advisers and family offices. The platform provider recently passed $3 billion in funds under administration across its investment and ...

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from View Legal on behalf of clients. ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Only one in five financial advisers consider clients' self-managed superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Financial advisers using managed accounts are saving an average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment ...

Macquarie merges private wealth businesses

KANIKA SOOD  |  THURSDAY, 17 MAY 2018
... private wealth businesses to concentrate its growth strategy on high net-worth (HNW) clients, a move it expects to affect advisers. HNW clients are already the exclusive focus of Macquarie's private bank. They are also a substantial proportion of its ...