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Showing 4741 - 4750 of 9821 results for "Advisers"

AFA launches female excellence in advice award

EMMA RAPAPORT  |  TUESDAY, 18 APR 2017
The Association of Financial Advisers will again celebrate the significant contribution made by female advisers to the profession, the community and clients with the launch of the Female Excellence in Advice Award. The award, which is a joint initiative ...

Zurich launches life insurance app

JAMIE WILLIAMSON  |  TUESDAY, 18 APR 2017
Financial advisers will have simplified, direct access to clients' life insurance information via a new app from Zurich. ZLife Mobile, equipped with push notification capability, provides advisers with up-to-date client information on the go and is ...

Robotic stock picking: the future is now

JAMIE WILLIAMSON  |  TUESDAY, 18 APR 2017
... not be long before we see other key players also taking the road less travelled and aligning jobs with robots. Frontier Advisers' senior consultant Sarkis Tepeli says that while the interest in this arena from the funds management industry is growing ...

Fund added to Macquarie Wrap

EMMA RAPAPORT  |  THURSDAY, 13 APR 2017
... market in every market sell-off since inception, which stands it apart from other funds. We are very excited to offer advisers access to what we believe is the best long short strategy in the market." L1 Capital is a boutique fund manager based in Melbourne ...

FSC launches draft APL standard for risk advice

ALEX BURKE  |  THURSDAY, 13 APR 2017
... for developing a life insurance APL. The focus is also on having processes for 'off' APL recommendations to ensure that advisers can access other products to enable them to meet best interest obligations." It stipulates multiple "best practice principles," ...

Super wealth reaches record high

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... property market movements and need to better manage these risks. Shields added investors are seeking independent financial advisers and telling them exactly what they want and clearly stipulating what they don't want and for many, preserving their wealth ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... of financial planning applications and disrupting the traditional advice model, a new study has found. In response to advisers' demand for increased process efficiency and compliance automation, the latest Investment Trends Planning Software Benchmark ...

Advisers to be judged by peers

JAMIE WILLIAMSON  |  WEDNESDAY, 12 APR 2017
Whether or not individuals in financial services should be banned for misconduct may be decided by their peers, with ASIC calling on the industry to consult on the establishment of a new panel. The proposed Financial Services Panel would provide the ...

NAB Wealth hire targets growth

EMMA RAPAPORT  |  WEDNESDAY, 12 APR 2017
... "The advice landscape is changing and we need to ensure we continue to deliver a valued and enduring experience for both advisers and consumers," Barnwell said. "We aim to be the licensee partner of choice based on our ability to support businesses through ...

Former Future Fund MD joins HESTA

ALEX BURKE  |  TUESDAY, 11 APR 2017
... executive Melda Donnelly and former Rothschild Australia chief investment officer Tim Hughes have joined as independent advisers. HESTA chief executive Debby Blakey explained: "Mark, Melda and Tim all bring outstanding investment experience and insights ...