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| | | ... said. However, this has not been reflected in the preparations and processes which should be set in place to protect advisers, accountants and superfunds from potential cyber-attacks, he said. The Notifiable Data Breach laws were brought into effect ... |
| | | | ... acquisition by IRESS in less than a month, having acquired digital advice compliance business Lucsan. Lucsan provides financial advisers with comprehensive compliance coverage including daily oversight, targeted adviser auditing, best interest metrics ... |
| | | | ... Australia's underinsurance problem, but also on the customer experience and the perception of insurers," Tilocca said. To advisers, the breakthrough in predictive underwriting complements the launch of the Pre-Assessment Wizard, which helps with loadings ... |
| | | | ... help to set up the right portfolio to reduce risk while still supporting their retirement goals. It's an opportunity for advisers to share their expertise with new and existing SMSF clients," AMP Capital global head of marketing, digital, innovation ... |
| | | | ... to include self-managed super fund modelling capabilities. Pathfinder, an online modelling platform, allows financial advisers to create projections for up to 20 years that cover tax, superannuation and the Age Pension. Optimo Financial chief executive ... |
| | | | ... its 13,700 members, seeking feedback on FASEA's most recent guidance around degree equivalency for existing financial advisers and almost 2000 members completed the questionnaire in the first 24 hours. The FPA said feedback received demonstrated members ... |
| | | | Australian retail investors are more likely to trust human financial planners over robo-advisers - and by an overwhelming majority, according to the CFA Institute's 2018 survey of investor trust. More than 80% of the Aussie retail investors surveyed ... |
| | | | The Association of Financial Advisers (AFA) has slammed the Parliamentary Joint Committee's report on life insurance, highlighting several aspects as surprising, perplexing and disappointing. The AFA hit out at the PJC's assessment of the direct, group ... |
| | | | Applying for life insurance and making claims is now much easier for financial advisers and customers of CommInsure and OnePath. CommInsure is the latest to partner with underwriting rules engine UnderwriteMe. Through the partnership, the complexity ... |
| | | | ... about 50% of what they actually lost. And a decade on, their balance would have recovered to $535,000. Fortnum Financial Advisers is the first firm to use Even Keel, across all of its Innova model portfolios. Milliman director of investment services ... |
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