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Showing 4591 - 4600 of 9820 results for "Advisers"

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 ...

Tech providers fall behind increased planner needs

JAMIE WILLIAMSON  |  THURSDAY, 13 JUL 2017
... satisfaction levels are testament to the quality of our market leading platform technology and the tools and support we provide advisers to help them to grow their business and engage their clients," HUB24 managing director, Andrew Alcock said. In regards ...

Xero seeks global growth, director steps down

EMMA RAPAPORT  |  WEDNESDAY, 12 JUL 2017
... commitment to machine learning and artificial intelligence to reduce compliance costs and arm accountants and financial advisers "with the tools required to support the world's small businesses." Speaking at the Xero annual shareholder meeting in Sydney ...

Private Portfolio Managers launch SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 12 JUL 2017
... individually managed accounts, but has broadened its managed accounts offering to meet growing adviser demand. PPM said advisers are looking for "access to a manager with a proven track record in delivering client focused portfolios across both global ...

Adviser models replacing product focus with customers

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
Financial advice models are proliferating and changing rapidly in the age of technology and big data, prompting advisers to put customers at the heart of business models, according to actuarial and risk management service provider Milliman. Advisers ...

Midwinter recruits to strengthen cyber security strategy

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... appointed a head of cyber security to assist in launching its new service providing cyber health checks to financial advisers and accountants. Joining from Commonwealth Bank, Edward Li will be responsible for designing and rolling out the initial go-to ...

MetLife restructures US and UK operations

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
... this important transition. We are committed to providing the highest level of service to our customers and financial advisers," Grinstead said. Illustrations for new business ceased at close of business on Friday 7 July while applications will continue ...

Fintechs pose disintermediation threat: CFA

KARREN VERGARA  |  TUESDAY, 11 JUL 2017
... data and cyber security - albeit with "limited discussion." Serhan noted within Australia's superannuation system, robo-advisers can be most beneficial by delivering tailor-made wealth management services rapidly and conveniently to investors instead ...

Responsible investment continues to gain acceptance among investors

EMMA RAPAPORT  |  MONDAY, 10 JUL 2017
... the availability of RI products. A 2016 TIAA Investments survey in the US found that one in four affluent investors and advisers said RI options were limited or that the category lacked quality choices, while 51% of US financial advisers said RI did ...

Advisers backing fractional property investment

JAMIE WILLIAMSON  |  MONDAY, 10 JUL 2017
... clients saw DomaCom complete its first fractional property acquisition on the HUB24 platform. It signifies yet another way advisers can work to meet the rising demand for access to property investment. "We engaged professional property advisers to locate ...