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Showing 4361 - 4370 of 9284 results for "wealth"

AMP platform fees laid bare

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... the market - to the disadvantage of customers. Hodge pressed Keating why nothing was done to adjust prices, when it had a wealth of information supplied by its own internal benchmarking team proving its products were not priced fairly - data that went ...

MLC, Colonial First State make key appointments

JAMIE WILLIAMSON  |  WEDNESDAY, 18 APR 2018
The acting general manager of product at Colonial First State will join MLC to lead its wealth products and platforms division. CFS and MLC have confirmed that Sam Wall will join MLC in May as general manager, wealth products and platforms. Wall succeeds ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
... human involvement, Peker said older investors are a different ball game. Catering exclusively to Generation Y clients, Wealth Enhancers chief investment officer Finn Kelly doesn't necessarily agree. "From our experience, we have learned that they demand ...

Aged care becomes critical for advisers

DARREN SNYDER  |  TUESDAY, 17 APR 2018
... practitioners need to include aged care advice as part of a holistic offering that reflects the journey for their clients from wealth accumulation to retirement, or possible unforeseen disability," Roberts said.

Advice not yet a real profession: Kell

ALEX BURKE  |  TUESDAY, 17 APR 2018
... institutions into the sector, in the late 1990s and early 2000s, several of the major banks made major acquisitions of wealth management or life insurance firms, and established major financial advice businesses in part as a result," he said. He noted ...

Trustee services provider buys advice group

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
A trustee business linked to several of Australia's newest superannuation funds has acquired a non-aligned boutique financial advice group. As part of its ongoing expansion strategy, Trustee Partners has acquired Madison Financial Group from PHAROS ...

Commonwealth Super signs technology partner

JAMIE WILLIAMSON  |  TUESDAY, 17 APR 2018
The Commonwealth Superannuation Corporation inked a deal with an ASX-listed wealth management technology provider for greater efficiency in administering insurance claims. The CSC has signed a long-term contract with Bravura to implement its Sonata ...

NAB details serious compliance concerns in RC advice submission

JAMIE WILLIAMSON  |  MONDAY, 16 APR 2018
... the past nine years NAB has identified about 70 financial advisers giving rise to serious compliance concerns across its wealth division. In its submissions to the Royal Commission, NAB disclosed that between 1 January 2009 and 1 January 2018, it identified ...

Tradies test predictive underwriting

KARREN VERGARA  |  FRIDAY, 13 APR 2018
ANZ Wealth's new artificial intelligence-powered underwriting capability has completed a successful test phase with a group of tradespeople. From next week plumbers, carpenters, electricians and builders aged between 20 and 40-years-old can access the ...

Robo-advisers a hard pill to swallow for Aussie investors: CFA

KANIKA SOOD  |  THURSDAY, 12 APR 2018
... retail sector to see how consumer attitudes have changed, it's normal to buy online these days. It will be the same with wealth management," Stockspot founder and chief executive Chris Brycki said. Six Park, an automated investment management company ...