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Showing 4641 - 4650 of 9821 results for "Advisers"

Not too late to maximise super

KARREN VERGARA  |  WEDNESDAY, 14 JUN 2017
With legislative changes only a few weeks away, advisers should be on top of boosting clients' super balances, according to a superannuation expert. Perpetual Private head of strategic advice Colin Lewis told Financial Standard one of the most critical ...

The changing face of underwriting

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... we know it is a process that can and should be done better." CommInsure also recently upgraded its offering, allowing advisers to request a dedicated phone-interviewing team to collect information from customers directly. Head of life distribution Olivia ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
Financial advisers in the Centrepoint Alliance network will benefit from a new partnership delivering virtual workspaces. Through integration with Suitebox, advisers will enjoy video conferencing and digital document signing as well as highly secure ...

Advisers preparing ahead of professional standards: Spot poll

DARREN SNYDER  |  TUESDAY, 13 JUN 2017
Sixty per cent of financial advisers are already taking some course of action to address the incoming professional standards legislation in 2019. Last week the Financial Standard weekly readership survey asked 'As a financial adviser, what are you doing ...

Fiduciary rule introduced in United States

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
Financial advisers in the United States are now required to act in the best interests of clients in a bid to prevent the US$17 billion lost by retirement savers each year. Last Friday, the US Department of Labor partially introduced the impartial conduct ...

Macquarie pays the price for poor advice

JAMIE WILLIAMSON  |  FRIDAY, 9 JUN 2017
... following surveillance which found recurring compliance deficiencies by and under the supervision of Macquarie Equities advisers dating back to 2008. As part of the program, more than 160,000 letters were sent to clients inviting them to express any ...

Private equity firm confirms $2.2bn bid

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... of, and maximizing value for, Vocus shareholders." Vocus has appointed Credit Suisse and Goldman Sachs as its financial advisers, and Allens as its legal advisor. This news follows KKR's acquisition of a majority stake in international advice network ...

ASIC bans former Westpac adviser

EMMA RAPAPORT  |  THURSDAY, 8 JUN 2017
... Peter Kell said: "ASIC is committed to improving conduct in the wealth management industry and we will act to remove advisers who do not live up to the high standards expected of financial advisers." The banning of Sinha is a result of ASIC's Wealth ...

Centrepoint streamlines adviser transitioning

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2017
Advisers wanting to join Centrepoint Alliance can now do so via an online application, speeding up the process for those looking to transition between dealer groups. Head of advice services at Centrepoint, Karen Machovsky said the portal eases the transition ...

Advisers maintain trustworthy reputation: Survey

KARREN VERGARA  |  THURSDAY, 8 JUN 2017
The financial planning profession has maintained its reputation for being ethical and honest over the last five years, Roy Morgan research shows. About one-quarter of respondents in the market research firm's annual survey of the most highly-regarded ...