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Showing 4211 - 4220 of 9819 results for "Advisers"

ClearView issues refunds over life sales misconduct

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... of the regulator's Indigenous Outreach Program. Separately, ClearView has launched an online payment facility enabling advisers to charge and process flat fees for life insurance advice. The Advice Implementation Fee facility - supported by National ...

Modern business demands driving adviser education uptake

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
Financial advisers enrolling in higher education are focused on increasing productivity and boosting the operational efficiency of their practices, according to Mentor Education. The education provider believes increased enrolments in its courses demonstrate ...

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... costs by hiring inexperienced staff or outsourcing jobs offshore," he said. He added he enjoys working with financial advisers to make a material difference to their client outcomes and the value of their firms. "I have acquired this firm, a boutique ...

Praemium enhances digital offering

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
... offering a completely online solution. The new paperless application capability is simple and intuitive for investors and advisers alike, responding to the demand for efficient, digital options. Advisers and clients can still opt to manually complete ...

Advisers decline further education: Spot poll

KARREN VERGARA  |  MONDAY, 5 FEB 2018
A large cohort of advisers without the necessary educational qualifications will not undertake further study to meet the professionalism deadline, Financial Standard's weekly survey reveals. Two-in-five or 39% of advisers don't intend to undertake tertiary ...

Robo-advice provider inks deal with Class

ALEX BURKE  |  MONDAY, 5 FEB 2018
... great fit with the work Heffron has always tried to do in bringing high-quality services and great technology to SMSF advisers, accountants, and trustees rather than these things always being the exclusive domain of large funds. "Six Park is part of ...

Open banking regime to boost advice

DARREN SNYDER, KARREN VERGARA  |  MONDAY, 5 FEB 2018
Australia's 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 dollar implementation of open banking ...

Responsible investment here to stay: Experts

DARREN SNYDER  |  THURSDAY, 1 FEB 2018
... notable rise in demand for responsible investments across all segments of the market, including institutional investors, advisers and individual investors," Vynokur said. "It appears the millennial segment of clients may be the most natural fit for ethical ...

Zurich Investments awards small caps mandate

JAMIE WILLIAMSON  |  THURSDAY, 1 FEB 2018
... fund manager partners, and their proven track record in managing a 'true to label' small caps fund offers Australian advisers a new solution for this highly sought after asset class." He added the Sigma team is highly experienced and has an extensive ...

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
More than 40 financial advisers joined IOOF in the 12 months to 31 December 2017, adding $1.6 billion in funds under advice. In an update provided to the ASX outlining the group's funds under management, administration, advice and supervision, IOOF ...