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Showing 4681 - 4690 of 9821 results for "Advisers"

Australians pass on life insurance

EMMA RAPAPORT  |  TUESDAY, 23 MAY 2017
... take out a life insurance plan, Real Insurance found consumers who buy insurance directly rather than through financial advisers, have the highest levels of satisfaction. "Given developments in technology, Australians are becoming increasingly confident ...

InvestmentLink launches goals-based advice platform

ALEX BURKE  |  TUESDAY, 23 MAY 2017
... clients. CashDeck uses InvestmentLink's data repository to allow clients to manage all their financial information, while advisers can use the information to generate projections and insights around client goals. InvestmentLink chief technology officer ...

AFA and ANZ begin search for 2017 Rising Star

JAMIE WILLIAMSON  |  TUESDAY, 23 MAY 2017
The Association of Financial Advisers and ANZ are on the hunt for the 13th Rising Star of the Year. Nominations for the award are now open to advisers with four years' experience or less in delivering quality financial advice, actively contributing ...

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... available on FirstChoice later this year. As part of a tailored solution for a range of licensees and independent financial advisers, the new release will complement existing multi-manager and model portfolios on offer. Clients will benefit from brokerage ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
Investors, advisers and accountants will benefit from a new partnership between Ignition Wealth and one of Australia's largest platforms. Users of BT Panorama will be able to access Ignition Wealth's 360 digital advice solution from Q3 2017, allowing ...

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
... emerged from this year's research is the importance of investors seeking more advice. "But our study shows that financial advisers need to be offering the right products and services to suit the market. For example, increasing economic and political ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
Netwealth's licensee services subsidiary Pathway has partnered to provide advisers with access to a digital workspace where they can interact with clients. Teaming up with Suitebox, an enhancement to Pathway's XPLAN Model Office service will enable ...

Research exposes adviser pricing models

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
Financial advisers are only achieving 13.5% in earnings - way below 35% targets, proving there is more confusion and curiosity about adviser pricing models than ever, preliminary results from Elixir Consulting research found. The study examined six ...

Two Victorian advisers cop bans

KARREN VERGARA  |  TUESDAY, 16 MAY 2017
Two former AMP Group-aligned financial advisers copped temporary bans from ASIC for operating without an AFSL and providing inappropriate advice. ASIC's investigation found MySuperMan director David Heycock and employee Stuart Arnold-Levy provided unlicensed ...

ATO pushes back SMSF returns deadline

KARREN VERGARA  |  MONDAY, 15 MAY 2017
... advice to clients about the changes, ATO deputy commissioner James O'Halloran said. "Accountants, tax agents and SMSF advisers play a key role in ensuring that their SMSF clients are ready for the changes on July 1. They will ensure their clients are ...