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Showing 4541 - 4550 of 9819 results for "Advisers"

Artificial intelligence provides adviser advantage

DARREN SNYDER  |  TUESDAY, 15 AUG 2017
... not just for robots and automating traditional blue-collar workplaces - it will also be of great benefit to financial advisers. The firm's chief technology officer for Australia, Debra Bordignon, said AI will cover "the generalist research and problem ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... ClearView selected the XPLAN Prime product with an aim to deliver advice more efficiently. XPLAN Prime allows financial advisers to deliver objectives-based scalable advice to meet a range of client needs and save significant time. ClearView chief executive ...

Japanese broker targets Aussie SMSFs

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... online broking platforms is soon to launch in Australia with a focus on self-managed superannuation funds and financial advisers. Within two months the Monex Group expects to be operating in Australia, providing clients with trading access to exchange-traded ...

Managed accounts growth delivers strong Praemium result

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
After a dramatic 12 months, a strategic focus on managed accounts and the increasing number of financial advisers embracing them has been cited as a key driver behind Praemium's FY2017 results. The platform and managed accounts provider reported a 28% ...

Government names advice standards chief

ALEX BURKE  |  MONDAY, 14 AUG 2017
... "eminently qualified to lead FASEA and brings a deep understanding of existing educational and training standards of financial advisers." "Critically, his practical understanding of the sector and its unique dynamics will help guide a renewed approach ...

Ripoll to help victims of rogue advice

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
... 2009, in the last five years alone Financial Rescue has recovered more than $7.5 million for victims of rogue financial advisers. Currently the group is focused on helping clients who have been convinced to set up self-managed superannuation funds (SMSFs) ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
... relationships, according to MyPlanner managing director Philippa Sheehan. "A robust yet flexible platform provides our network of advisers the seamless solution they need to better service their clients and run their businesses," Sheehan said. Sheehan ...

AMP prioritises reinsurance, grows advice arm

KARREN VERGARA  |  THURSDAY, 10 AUG 2017
... million will be invested in the advice business and client registers this year. Where AMP historically acted as a broker to advisers who retired and sold their business, the firm is now looking at opportunities to buy the practices. "We'll take those ...

Heffron acquires superannuation advice specialist

DARREN SNYDER  |  THURSDAY, 10 AUG 2017
... Heffron SMSF Solutions acquired a Queensland firm that specialises in providing superannuation education to financial advisers. Joining the New South Wales and Hunter Valley-based SMSF service provider is McPherson Super Consulting - a firm that also ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... launch a new platform this month. The white label partnership will provide Accountable Wealth Management's accountants and advisers access to a tailored version of the HUB24 platform, offering complete solutions to support the needs of clients, in particular ...