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Showing 421 - 430 of 1211 results for "Future of"

Blended models are the future of advice: HUB24

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
The relationship between financial advisers and their clients is more important than ever as technological advancement continues to transform the wealth management arena. A new white paper from HUB24 and CoreData demonstrates that while technology stands ...

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... former Magnitude Group financial adviser was banned by ASIC for breaching the best interest duty introduced under the Future of Financial Advice reforms. Jason Sean Atkins of Perth is prohibited from providing financial advice for three years after the ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
... project. "It is critical to embrace professional education as it continues to evolve and becomes an integral part of the future of the industry...It will offer substantial help and support for advisers and become increasingly important as we transition ...

Xero seeks global growth, director steps down

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
... building relationships with financial institutions including Australia's big four banks, Wells Fargo and HSBC. "The future of finance is steeped in collaboration rather than competition between banking institutions and technology companies," Drury said. ...

FPA professionalism plans garner adviser support

JAMIE WILLIAMSON  |  THURSDAY, 6 JUL 2017
... financial planning profession is in our own hands, and as a community, we are ready to forge ahead in establishing the future of our profession," De Gori said.

Advice and real estate firms align

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUL 2017
... others will follow our lead," Announcer chief executive Andrew Rocks said. Announcer and McGrath jointly believe that the future of advice includes overall asset advice, and that engaging the best estate agents is the final piece of that puzzle. "At ...

Banks continue campaign to discredit SA bank tax

JAMIE WILLIAMSON  |  TUESDAY, 4 JUL 2017
... Opposition to block the bank tax shows a willingness to listen to the community, and show leadership regarding the economic future of the state," Narev said. "It also shows a recognition that South Australia can only reach its clear potential if businesses ...

Major US pension fund divests Australian coal

EMMA RAPAPORT  |  WEDNESDAY, 14 JUN 2017
... resulted in sufficient tangible change. The raison d'etre of coal companies is to sell a product which has no place in the future of energy production and as such, should equally have no place in the portfolio of investors." CalSTRS' action will take ...

Quant not active management blasphemy: Robeco BP

ALEX BURKE  |  TUESDAY, 6 JUN 2017
... though, Farren said he's seen many US-based hedge funds trying to understand quant and factor exposure. "I'd say the future of active management really is a combination of the two," he said. "The active firms you'd want to pay for going forward are those ...

Hunter Hall funds and LIC receive makeover

JAMIE WILLIAMSON  |  TUESDAY, 6 JUN 2017
... appreciate the patience and support our investors have demonstrated through this process, and we're excited about the future of Pengana Capital Group. Our intention is to deliver best-in-class investment strategies with a focus on sustainable wealth ...