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Showing 4891 - 4900 of 9821 results for "Advisers"

Innovate to beat innovation

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
... develop clear strategies to adopt the technologies without cannibalising existing business or putting traditional financial advisers offside, Cerulli says. "As computers get faster and algorithms get smarter the number of difficult choices will increase ...

Defining DB for advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JAN 2017
Defined benefits are an increasingly hot topic for financial advisers, with clarification around non-account based pensions leading queries to the BT Advice Technical team. According to BT's technical consultant Tim Howard, the team saw a growing interest ...

Medium risk for terrorism funding in financial advice

ALEX BURKE  |  THURSDAY, 22 DEC 2016
... report also highlighted instances of "scams, the use of false documents, as well as suspected cases of fraud" conducted by advisers, and even though it detected few instances of suspected terrorism financing, AUSTRAC encouraged planners to remain "vigilant ...

US pension fund extends tobacco divestment

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... debt portfolios. What's fascinating is the US$303 billion fund ($413 billion) recently reviewed its tobacco position and advisers recommended the 16-year-old ban be reversed. Analysis performed in 2015 by Wilshire Associates, a consultant to the CalPERS' ...

Elders and AFA partner on education

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
Two financial advisers received scholarships from Elders Financial Planning as part of its ongoing commitment to further education. Andrew Furlanetto of Victoria and Les Hayward of Western Australia were awarded the grants, designed to up-skill advisers ...

Fintech grows through adviser platform

DARREN SNYDER  |  WEDNESDAY, 21 DEC 2016
... with fellow Stone & Chalk resident and model portfolio management tool Fincast to build a platform targeted at financial advisers. The platform allows advisers to automatically create tailored, multi-asset class portfolios which are matched to a client's ...

Insurance in super must be maintained: AIA

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... the insurer "strongly supports the importance of tailored advice and acknowledges the significant role that financial advisers play in preparing clients for their financial future." Mu continued that, in an ageing population, superannuation and life ...

IOOF shifts senior staff to lead Bridges

JAMIE WILLIAMSON  |  WEDNESDAY, 21 DEC 2016
... business. "A strong addition to the leadership team, Eric has a deep understanding of the advice industry, having worked with advisers in various leadership roles and I look forward to working with him to build out the practice growth capabilities for ...

Top 10 superannuation stories in 2016

STAFF WRITER  |  WEDNESDAY, 21 DEC 2016
... approaching the threshold at which it will become a strategic challenge to personal life insurance sold through financial advisers. 9. We were wrong about super: FSC chair The superannuation system was sold incorrectly to Australians, according to the ...

Top 10 financial planning stories in 2016

STAFF WRITER  |  TUESDAY, 20 DEC 2016
1. No bachelor's degree for existing advisers In April the Federal Government announced existing advisers will not be required to complete a bachelor's degree and will be given a longer time frame to meet new education standards. Government Minister ...