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Showing 4191 - 4200 of 9819 results for "Advisers"

AustralianSuper slashes insurance premiums

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... more affordable compared to members purchasing the same cover on their own. "In addition, we don't pay commissions to advisers, and don't receive commissions from insurers. This premium reduction for the industry division will benefit the overwhelming ...

Intergenerational wealth transfer at tipping point: Adviser

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... holistic solutions, a senior financial adviser warns. Australian Wealth Solutions principal Sam Zervides says financial advisers shouldn't dismiss the growing trend where upcoming generations are demanding their inheritance sooner rather than later. ...

Fortnum recruits former Centric Wealth chief

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... aligned team. I strongly believe there has never been a more important time for consumers or greater value placed by advisers on the need to have an unbiased environment for them to receive and offer financial services." "I joined Fortnum with that very ...

FPEC chair steps down

KARREN VERGARA  |  WEDNESDAY, 14 FEB 2018
... course approval list." The FPA recently announced it distanced itself from the draft education guidelines for existing advisers proposed by FASEA. FPEC was established by the FPA in 2011 as an independent body chartered with raising the standard of financial ...

MGP partners with fintech for adviser solution

ALEX BURKE  |  TUESDAY, 13 FEB 2018
... offer money management solutions to advice practices using its platform. The partnership with Moneysoft will provide advisers working with MGP's platform preferential pricing for the Moneysoft Lite and Pro services. These are cloud-based tools targeted ...

IOOF partners with GROW Super

KARREN VERGARA  |  TUESDAY, 13 FEB 2018
... superannuation and the connectivity between investors and financial advice. GROW will work with IOOF licensees and financial advisers to develop digital capabilities across several engagement points. The diversified wealth manager did not disclose the ...

AFA working to bust FASEA myths

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
The Association of Financial Advisers has moved to placate its membership under any belief that tertiary degrees completed more than 10 years ago will not be recognised by the Financial Adviser Standards and Ethics Authority. In a statement on its website ...

Advice dealer group recommits to OneVue

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
... reinforces both parties' commitment to growing and developing the WealthPortal platform, which is used by Madison's 100 advisers. Having partnered with Madison for more than a decade, OneVue group managing director Connie McKeage said the relationship ...

SuperConcepts enhances document management system

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... Groeneveld said the system uses the latest capabilities and machine learning to drive efficiencies for accountants and advisers. Groeneveld added the new document management system builds on SuperMate's existing capabilities such as automated bank reconciliation. ...

Fintechs save time: Spot poll

KARREN VERGARA  |  MONDAY, 12 FEB 2018
... next 12 months. Financial Standard reported that the new open banking regime will fundamentally change the way financial advisers interact with consumers - but several hurdles must be cleared before any true potential is realised. The expected multi-billion ...