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Showing 5051 - 5060 of 9821 results for "Advisers"

Machine learning to revolutionise investing

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
Financial advisers are increasingly recognising the benefits of machine learning for investors, according to Man AHL. Encouraged by the rise of big data and evolving technologies, Man says the artificial intelligence solution is developing into a powerful ...

CFS to integrate with IRESS

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2016
... landscape was of greatest importance. "Our approach is to use best-of-breed technology on the services we provide to advisers to meet their evolving needs, not just in managed accounts but in the broader context of running a platform," Chun said. "As ...

Universities must prepare for adviser reforms: FPA

KERRIE SYDEE  |  THURSDAY, 29 SEP 2016
... is working with universities in implementing curriculum reforms ahead of the 1 January 2019 deadline for new financial advisers and 1 January 2024 for existing advisers. Currently there are two post graduate degrees listed as financial planning specific ...

NAB pays $6.5m to resolve advice complaints

KERRIE SYDEE  |  WEDNESDAY, 28 SEP 2016
... customers to not accept the outcome of the customer response initiative NAB's commitment: NAB will advise ASIC of all advisers who leave NAB with the categorisations and reasons of their departure. Current status: In addition to its reporting obligations ...

Clock ticks for institutional advice licensees

DARREN SNYDER  |  WEDNESDAY, 28 SEP 2016
A dealer group executive believes the clock is ticking for advisers at institutional licensees as another bank-owned advice service announced it was exiting the industry this week. Following news that Bankwest would be closing its salaried advice division ...

Zurich reveals risk distribution team

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2016
... life and investments head of distribution Kristine Brooks. "The life insurance advice landscape is evolving rapidly, and advisers are looking for help in re-shaping their businesses to adapt to change and to turn it into opportunity. Innovative product ...

Former Westpac adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2016
... always taken our responsibility to our customers and our ASIC reporting obligations very seriously and we do not tolerate advisers who do not meet our standards." ASIC deputy chairman Peter Kell said: "This outcome shows that ASIC expects employees who ...

AFA Rising Star finalists announced

KERRIE SYDEE  |  TUESDAY, 27 SEP 2016
The Association of Financial Advisers (AFA) and ANZ Wealth have announced the finalists for the 2016 AFA Rising Star of the Year Award ahead of the upcoming AFA National Conference in Canberra. Launched 11 years ago, the AFA Rising Star of the Year ...

Life insurance reforms to be re-introduced

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... debate across the industry, with the Life Insurance Customer Group (LICG) attacking both the Association of Financial Advisers (AFA) and the Financial Services Council (FSC) over their efforts in negotiating with Government. In responding to the LICG ...

IOOF upgrades Pursuit functionality

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... re-weighting function to its Pursuit platform. The new feature, available through Pursuit's Portfolio Online portal, allows advisers to choose between re-weighting client's portfolios to a desired percentage or to automate the process, re-weighting to ...