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Showing 31 - 40 of 155 results for "White Paper"

Financial advice in 2030: What does it look like?

JAMIE WILLIAMSON  |  TUESDAY, 9 APR 2019
... different. WealthDigital predicts Australia's financial advice landscape will look very different in 2030 and, in a new white paper, outlines the winners and losers that will emerge. In summary, WealthDigital says: "The rise of intra-fund and other ...

New managed portfolio education hub launched

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2019
A new education portal for financial advisers keen to learn more about managed portfolios has launched. HUB24 introduced a new online hub providing a raft of content for financial advisers, covering how managed portfolios work, how they differ from ...

Super pool ripe for adviser picking

JAMIE WILLIAMSON  |  THURSDAY, 29 NOV 2018
... of superannuation means there has never been a better time to be a financial adviser, according to a new industry white paper. With super assets projected to hit $9.5 trillion by 2035, ClearView believes this represents an unprecedented opportunity for ...

Advice is valuable but advocacy issues abound

HARRISON WORLEY  |  FRIDAY, 12 OCT 2018
... there are many issues hindering take-up. That is the underlying theme of the Association of Financial Advisers' latest white paper, Great Advice for More Australians, released yesterday at the AFA National Adviser Conference. Produced by CoreData, the ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
... financial advice licensees that could potentially predict instances of misconduct. The new system, outlined in a new white paper, will see licensees rated in two ways; the first using publically available or commercially procured data and the second ...

Former AMEX director joins wealth consultant

HARRISON WORLEY  |  WEDNESDAY, 13 JUN 2018
... with the expansion of the businesses focus to include the insurance and banking industries." Separately, in a recent white paper co-written with Desiree Lucchese, QMV principal consultant, legal and risk Jonathan Steffanoni discussed increasing calls ...

What the associations want from Budget 2018

KANIKA SOOD  |  TUESDAY, 8 MAY 2018
... It also thinks superannuation funds should not be allowed to borrow directly. Earlier this month, ASFA published a white paper to push for structural policy reforms for women, 80% of whom don't have enough upon retirement. ASFA has condemned Melbourne-based ...

Govt reforms can tackle super gender gap: ASFA

KARREN VERGARA  |  FRIDAY, 4 MAY 2018
... take action on a worrying statistic that 80% of women won't have enough money upon retirement. ASFA is using its new white paper, Women's Economic Security in Retirement, to push for urgent structural policy reforms needed on the growing disparity between ...

ASIC tightens grip on ICO issuers

KANIKA SOOD  |  WEDNESDAY, 2 MAY 2018
... by ICOs. ASIC has already identified an ICO issue where the offeror made potentially misleading statements in its white paper. In addition to this, the unnamed ICO offer was set up as an unregulated managed investment scheme that breached provision of ...

Wearables driving life insurance engagement

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... and manage their own health and be rewarded for doing so," TAL general manager of innovation Dan Taylor said. An ANZ white paper released last year shows new technologies and social trends are redefining approaches to healthy living and inspiring an ...