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Showing 4581 - 4590 of 9819 results for "Advisers"

New super product for investment savvy

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... Earlier this year WealthO2 also launched WealthO2 uXchange, a managed funds transaction exchange that provides financial advisers with an alternative to traditional wrap platforms and mFunds. The platform offers access to a range of registered domestic ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... IFA committed to providing fuller and more transparent client services through smarter, scalable structures." Financial advisers of the self-licensed group will be able to efficiently and transparently manage a broader range of investments for clients ...

Investment purpose critical to advice: Nikko AM

EMMA RAPAPORT  |  TUESDAY, 18 JUL 2017
Advisers need to be clear on the key differences between environmental, social and governance (ESG) factor based investing and socially responsible investing (SRI) if they are going to remain helpful to clients. Speaking to Financial Standard, Nikko ...

Macquarie unveils adviser payment service

KARREN VERGARA  |  TUESDAY, 18 JUL 2017
Macquarie launched a new payment service that helps advisers manage clients' money flexibly without the need for a signed request. The Adviser Initiated Payments (AIP) service allows advisers using a Macquarie cash account to initiate payments on behalf ...

Two appointments for BTFG life business

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... Bower as national manager of acquisitions and servicing, responsible for strengthening the firm's service delivery to advisers. Bower has more than 20 years' experience in life insurance, having recently worked at Suncorp for less than two years as an ...

Advice licensees hit with $1500 levy

EMMA RAPAPORT  |  MONDAY, 17 JUL 2017
... which enabled the regulator to recoup costs from the industries it supervises. As of April 2015, about 22,000 financial advisers were registered on the ASIC and MoneySmart financial advisers register. For securities dealers, large securities exchange ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
... that reduces the application waiting time up to 48 hours. The OneCare Pre-Assessment Wizard aims to assist financial advisers understand the potential underwriting outcomes for certain medical circumstances timely and efficiently. ANZ Wealth head of ...

Last chance: Financial Standard ETF Forum

DARREN SNYDER  |  MONDAY, 17 JUL 2017
... Standard Best Practice Forum on Exchange Traded Funds is a fortnight away and there's limited space left for financial advisers and other industry professionals. Following a successful inaugural event in Sydney last year, the 2017 Best Practice Forum ...

CFS reaches out to advisers via FirstTech app

EMMA RAPAPORT  |  FRIDAY, 14 JUL 2017
... latest information on superannuation, tax, social security and aged care. The app will be made available free to all advisers using CFS platforms, in versions for both Apple and Andriod devices. Colonial First State executive manager Craig Day said the ...

AFA collaborating for education framework rethink

JAMIE WILLIAMSON  |  FRIDAY, 14 JUL 2017
The Association of Financial Advisers is calling on the broader financial services sector to help shape a new framework for adviser education, acknowledging all other existing frameworks in the market. The industry body will work with the Beddoes Institute ...