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Showing 4141 - 4150 of 9477 results for "tech"

Advisers ambivalent on LIF deadline: Poll

KARREN VERGARA  |  MONDAY, 20 NOV 2017
With less than six weeks to go, financial advisers are still unclear about their obligations under the Life Insurance Framework reforms, Financial Standard's weekly spot poll shows. More than 40% of advisers who took part in the survey are unsure about ...

HUB24 upgrades platform

KARREN VERGARA  |  MONDAY, 20 NOV 2017
HUB24 announced a number of technological enhancements that will enable financial planners to deliver advice more efficiently. Scheduled for roll out next month, advisers will no longer have to use multiple systems and manual processes to create Records ...

Netwealth lists on ASX

JAMIE WILLIAMSON, MICHELLE BALTAZAR  |  MONDAY, 20 NOV 2017
Netwealth was admitted to the ASX's official list following its successful initial public offering. Debuting on the ASX at midday, Netwealth's fully paid ordinary shares commenced trading on a conditional and deferred settlement basis with normal trading ...

Financial literacy the bridge for income protection gap

JAMIE WILLIAMSON  |  FRIDAY, 17 NOV 2017
Classroom-style financial education programs in the workplace and hands-on practice and counselling can play a significant role in closing the income protection gap. That is a key finding from a recent study by Zurich in partnership with the Smith School ...

Australia becoming millionaire factory: Credit Suisse

ALEX BURKE  |  FRIDAY, 17 NOV 2017
The 12 months to mid-2017 saw the number of Australian millionaires rise by 200,000 - the third-largest increase after the US and Germany. The Credit Suisse Global Wealth Report showed that over the same period, the number of ultra-high net worth individuals ...

Super funds driving PE growth: Report

KARREN VERGARA  |  THURSDAY, 16 NOV 2017
Superannuation funds' appetite for domestic private equity investments has reached new heights not seen since 2007, a new industry report shows. Australian superannuation funds ploughed $676 million of capital in private equity over the 2017 financial ...

Managed accounts here for the long haul

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
Managed accounts are on a trajectory which will see the products become the dominant structure in investment platforms, according to a senior industry figure. HUB24 director of strategic development Jason Entwistle said the fact that managed accounts ...

Advice the face of wealth management evolution

DARREN SNYDER  |  THURSDAY, 16 NOV 2017
The chief executive of a US mutual fund provider and subsidiary to a US$1.7 trillion global investment manager believes the financial services industry cannot go back on its move to independent financial advisers. Speaking at a Morningstar investment ...

Major banks overlooking elder abuse

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
The Australian Bankers Association and the four major banks aren't doing enough to prevent elder financial abuse, particularly within branches where they are most vulnerable, an advocate group said. Michael Riley, chief executive of not-for-profit organisation ...

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
Myprosperity has partnered with an ASX-listed investment and superannuation platform provider to give clients whole-of-wealth solutions. Clients can now access HUB24 assets via myprosperity. HUB24 director of strategic development Jason Entwistle said ...