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Showing 4341 - 4350 of 9819 results for "Advisers"

CFS lifestage funds enter direct infrastructure

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... longevity strategies. Ensuring we have a full range of products to cater for all customers is just one of the ways we support advisers," Wall said.

The next generation of bancassurance

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... irrespective of the manufacturer or origination, he continued. "IOOF is committed to an open architecture model which gives advisers and clients a genuine choice over what product providers they decide to use. This model fits product and business processes ...

Planners divided on mental health advice

JAMIE WILLIAMSON  |  MONDAY, 13 NOV 2017
... the financial services industry is responding. AMP recently refreshed its mental health training program for financial advisers and the content now exceeds the minimum standards set by the Financial Services Council's Life Insurance Code. Originally ...

FS Power50 announces most influential advisers

STAFF WRITER  |  MONDAY, 13 NOV 2017
Financial Standard has launched its FS Power50 guide today, recognising the 50 most influential financial advisers in Australia as voted by the industry. The special edition, available on print, app and e-book, reflects the depth and diversity of Australia's ...

AMP introduces facial recognition for mobile clients

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
... banking. Upgrades to its digital capabilities follow on from AMP's recent enhancement of its goals-based advice business. Advisers at AMP Advice will now use real-time modelling built by Milliman to demonstrate to clients varying consequences of financial ...

Greater tech support needed for goals-based advice strategies

JAMIE WILLIAMSON  |  FRIDAY, 10 NOV 2017
Despite growing popularity of the goals-based advice model, financial advisers are struggling to integrate existing systems with the goals-based approach. An opportunity exists for financial planning software providers to develop a solution capable ...

TRIS tops adviser query list

EMMA RAPAPORT  |  THURSDAY, 9 NOV 2017
Transition to retirement income streams strategies remain a priority for financial advisers according BT Financial Group. The BTFG Advice Technical division said in its September quarter round-up the business found the top two queries made by financial ...

The PI risks of goals-based advice

JAMIE WILLIAMSON  |  THURSDAY, 9 NOV 2017
Financial advisers making the switch to goals-based advice must ensure they are adequately covered with professional indemnity insurance. That was the warning heeded by delegates at the inaugural Association of Goals Based Advice conference in Sydney ...

For Stanford Brown, life begins at 30

MICHELLE BALTAZAR  |  THURSDAY, 9 NOV 2017
... talent through its 'Pathway to Partnership' scheme. "We envisage a larger company and we believe that to retain great advisers and staff, you need to offer equity." "Our vision is to build an outstanding world class financial advice company using a partnership ...

Former BBY adviser cops 10-year ban

KARREN VERGARA  |  WEDNESDAY, 8 NOV 2017
... contrary to, the investment strategy agreed in the Statement of Advice. ASIC commissioner Cathie Armour said: "Financial advisers are expected to act with honesty and in the interests of their clients. ASIC will take action against those who breach their ...