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Showing 4941 - 4950 of 9821 results for "Advisers"

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
... pressure is already there to demonstrate real value when servicing SMSF clients. Fintech presents an opportunity for advisers to provide SMSF and High Net Worth (HNW) clients with an alternative which can reduce or avoid these unnecessary fees and improve ...

Bank inquiry recommends breaking big four oligopoly

ALEX BURKE  |  FRIDAY, 25 NOV 2016
... financial advice and misconduct in the provision of advice. AFSL-holders would also be required to contact each of an advisers' clients in cases of misconduct. The Australian Bankers' Association responded to the recommendations made in the report, with ...

Key demographic trends open new doors for advice

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
... with no income inflation and became stressed and had no confidence in their future - they needed something to change." Advisers must also consider the ageing population and the impact it will have on the provision of advice, with Inwood saying that advisers ...

WTW senior consultant moves to Vision Super

ALEX BURKE  |  THURSDAY, 24 NOV 2016
... Brereton worked at Willis Towers Watson for three years, prior to which he was an associate director at Access Capital Advisers.

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
The future of financial advice will not be dominated by robo advisers but instead will be bionic, empowered by continual improvements to technology. Speaking at a media briefing in Sydney, Colonial First State general manager products and investments ...

Professional Standards legislation hits parliament

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... Revenue and Financial Services, Kelly O'Dwyer has introduced legislation to mandate professional standards for financial advisers. The Corporations Amendment (Professional Standards of Financial Advisers) Bill 2016 includes compulsory education requirements ...

CFS introduces same day RoA functionality

KERRIE SYDEE  |  WEDNESDAY, 23 NOV 2016
... First State has introduced a new same day Record of Advice (RoA) generation functionality to FirstNet Adviser, allowing advisers to generate an RoA in as little as 30 minutes. The added functionality comes six months after CFS first launched enhancements ...

AMP and Zenith portfolios add global bond fund

ALEX BURKE  |  TUESDAY, 22 NOV 2016
... said: "The addition of the fund to AMP's North platform opens the opportunity to invest to AMP's network of over 3700 advisers. The addition of the fund to the Zenith model portfolios means it is now part of the diversified multi-manager investment solution ...

NAB FP cuts junior advisers

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
... with the company committed to growing its senior financial planner ranks including through the transition of eligible advisers to NAB FP's self-employed franchise business. General manager of NAB FP, Tim Steele, said the extra 30 roles will include adviser ...

Investors driving impact demand

KERRIE SYDEE  |  TUESDAY, 22 NOV 2016
Investments that have measurable impacts and clear financial returns are a clear win for financial advisers, according to global head of responsible investment at AXA Investment Managers, Matt Christensen. Christensen said the maturation of the ESG ...