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Showing 4301 - 4310 of 9819 results for "Advisers"

Federal Government names Royal Commission lead

JAMIE WILLIAMSON  |  MONDAY, 4 DEC 2017
... financial services providers and superannuation funds (excluding SMSFs) alike. Today, the Stockbrokers and Financial Advisers Association (SAFAA) voiced concerns that the Royal Commission could lead to further and unnecessary regulation of the stockbroking ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... research also suggests further mistrust is fuelled by planners favouring their own company's products, with 74.9% of advisers across all major financial planning groups selling their own products. Despite this, satisfaction levels across the industry ...

Social media boosting super fund engagement

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... when compared to traditional, face-to-face advice. As such, 94% of funds are looking to provide more tools to financial advisers. Body said: "In the short-term, funds continue to explore digital tools, including technologies such as chat-bots and artificial ...

NAB advice GM departs in wealth restructure

ALEX BURKE  |  THURSDAY, 30 NOV 2017
... to our customers. Having Tim Steele and Ross Barnwell on my leadership team speaks to how much NAB - and I - value our advisers and advice business," Hagger said. Further explaining the reasons behind the restructure, Hagger added: "We continue to focus ...

DomaCom unitholders approve new trustee

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2017
... them to incorporate debt when investing in property. "This will make property investment much more tax efficient for advisers and their clients, as well as reducing the amount of equity required to raise for each project. Given how integral debt is to ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... acquisition and assessment of clients creates efficiencies, a more robust value proposition and deeper client understanding for advisers." The first product available is TrueProfile Risk Essentials, which provides an understanding of a client's loss ...

Praemium solution signs first client

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
... strategy. "Praemium's reporting capabilities with an administration overlay makes this strategy viable and efficient for advisers while delivering an intuitive digital experience through our feature rich investor portal," Ohanessian said. J.P. Morgan ...

Institutional advice licensees to continue feeling the heat

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... Reflecting this, Rainmaker data shows that in the 12 months to March, non-institutional licensees saw five times the growth in advisers than institutions did, meaning non-institutional licensees now house a third of all advisers and account for two-thirds ...

Westpac extends domestic violence support services for staff

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
... vulnerability and uncertainty, financial advice can help to provide clarity, security and peace of mind." "Our financial advisers are specifically trained on handling matters relating to DFV and will treat each employee with the highest level of respect ...

Advisers call for exam, standards clarity

KARREN VERGARA  |  WEDNESDAY, 29 NOV 2017
Advisers are calling for much needed clarity around the new education standards, the code of ethics and what the formidable exam entails. The Financial Planning Association's head of policy and government relations, Ben Marshan, said several areas of ...