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Showing 4241 - 4250 of 9819 results for "Advisers"

Netwealth signals managed account growth, business upgrades

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
... view of a client's wealth. In December the platform introduced SMART Records of Advice (ROAs), which allow financial advisers and other intermediaries to customise and automate ROAs for multiple clients in a fraction of the time compared to traditional ...

ATO toasts the "SMSF class of 2012"

ALEX BURKE  |  FRIDAY, 19 JAN 2018
... commissioner James O'Halloran explained the decision, citing "some major new considerations and decisions for SMSFs and their advisers to make in this first financial year of operation of the superannuation reforms that came into effect from 1 July 2017." ...

ASIC accepts EU from Brisbane adviser

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... focus on the surveillance of life insurance advice. Under the project, ASIC receives reports from life insurers that list advisers who meet specific thresholds relating to lapsed policies. ASIC analyses these reports and other data to identify a group ...

Life insurance consumers shun financial advisers

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... Australians are increasingly relying on the internet and digital devices to purchase life insurance instead of financial advisers, a new study from NobleOak shows. Almost half (43.6%) of the 1000 respondents in NobleOak and Pureprofile's 2017 life insurance ...

Ignition Wealth appointment flags fintech future

DARREN SNYDER  |  THURSDAY, 18 JAN 2018
... the software for the needs of the Irish market. The solution will "reimagine the financial advice experience for both advisers and clients using guided architecture," the firm said. "Following a prolonged period of underinvestment in technology and the ...

ANZ Wealth tests AI-driven underwriting

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... with improved quality assurance for customers when they apply for insurance. Artificial intelligence can also provide advisers with a differentiated service that supports them in building trusted relationships with their clients, he added. Last July ...

ASIC bans ex-CBA adviser for five years

KARREN VERGARA  |  THURSDAY, 18 JAN 2018
... engaged in conduct at the expense of Centra, causing the dealer group to suffer a financial loss. ASIC has banned 40 advisers since October 2014 as part of a crackdown to lift the standards of major financial advice providers under the Wealth Management ...

Alternative beta corresponds with adviser risk concerns

DARREN SNYDER  |  WEDNESDAY, 17 JAN 2018
... with growing operations in Australia believes alternative investment strategies match the ongoing concerns investors and advisers hold around risk. Capital Fund Management head of Asia Pacific, Steve Shepherd, said alternative beta strategies should ...

ASIC cancels AFSL, accepts EU

DARREN SNYDER  |  TUESDAY, 16 JAN 2018
... Roberts will remove himself from the industry for at least two years. Following ASIC surveillance into Breakaway and its advisers, the regulator had concerns regarding both the conduct of Breakaway as an Australian financial services licensee and of ...

ClearView revamps life insurance platform

ALEX BURKE  |  TUESDAY, 16 JAN 2018
... follow later this quarter. "We are committed to continuously improving our products and services, and supporting financial advisers to adapt and grow their businesses under LIF," ClearView general manager of distribution Christopher Blaxland-Walker said. ...