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Showing 4611 - 4620 of 10553 results for "BEI"

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

The BOJ's educated hope

BENJAMIN ONG  |  FRIDAY, 22 SEP 2017
They were just hours apart but the US Federal Reserve and the Bank of Japan's monetary policy decisions were as wide as their geographic locations, perhaps wider. While both central banks kept existing policies unchanged at their September meetings ...

Untouched super sits at $18 billion: ATO

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
Some of Sydney's blue-chip suburbs are among the top postcodes missing out on $18 billion in unclaimed superannuation. Latest figures from the Australian Taxation Office show more than 6.3 million lost and ATO-held super accounts, with $14.12 billion ...

Multi-asset strategy enters Aussie retail market

DARREN SNYDER  |  THURSDAY, 21 SEP 2017
The "institutionalisation" of financial advice dealer groups has attracted a London-based asset manager to open its multi-asset absolute return fund to Australian retail investors. Already established in Australia and managing about $2.5 billion for ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
With four months to go the majority of risk advisers are still not prepared for impending changes to remuneration to be brought by the Life Insurance Framework taking effect in January 2018. A study of 200 risk advisers commissioned by Zurich found ...

Labor rejects ASIC chair nominee

ALEX BURKE  |  WEDNESDAY, 20 SEP 2017
Shadow Treasurer Chris Bowen slammed the Turnbull Government's decision to proceed with its nomination for ASIC's next chair. Bowen said Labor "makes it very clear" it will not support the appointment of Credit Suisse chair and former CBA general counsel ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
Numerous financial advisers are resisting change and not doing enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said ...

Finalist feedback on future of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
Implementing new means of engagement with clients and collaborating more with fellow advisers is paramount to changing the public's perception of the financial advice industry. Discussing the key themes of the final day of judging for this year's Rising ...

Investec to take on Aussie ABL sector

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2017
The Investec Group will enter the local asset-based lending (ABL) market, complementing its products already offered in Australia. Investec Australia's Corporate and Acquisition Finance (CAF) division will focus on sponsored and non-sponsored event ...

CommInsure strengthens income protection offering

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2017
As per CommInsure's commitment to regularly review its offering, the life insurer launched a new income protection product and enhanced its existing TPD and trauma products. The new Income Protection Platinum product comes with a broader set of definitions ...