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Showing 5071 - 5080 of 9821 results for "Advisers"

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... executive and chair Murray Hills said: "We are constantly seeking advances in technology and process solutions for our advisers that they can utilise to improve operational efficiency, productivity, profitably and the provision of the very highest standards ...

Life Insurer Code of Practice falls short: AFA

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
The Association of Financial Advisers (AFA) has called for 'substantial improvements' to be made to the draft Life Insurer Code of Practice and is willing to see implementation delayed to ensure improvements are made. The call to the Financial Services ...

Banks commit to new adviser hiring standards

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
In the hopes of only employing competent and ethical financial advisers, the banking industry has announced a new hiring protocol. The banking industry has created a protocol which sets minimum standards for checking references and sharing information ...

Adviser Ratings makes two senior hires

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... more than nine years' experience within the financial service industry, having predominantly worked as a consultant for advisers and licensees in the retail insurance sector. Cowie's role will see her securing industry members, AFS licensees and advisers ...

Super inefficiencies coming to the fore

DARREN SNYDER  |  TUESDAY, 20 SEP 2016
... somebody else, somebody who has her/his own individual retirement account, is particularly odd." Association of Financial Advisers (AFA) chief executive Brad Fox said differences in how claims are managed amongst group insurance policies is inefficient. ...

QIC and Future Fund win Port of Melbourne lease

DARREN SNYDER  |  MONDAY, 19 SEP 2016
... UK's largest port operator). The Lonsdale Consortium was advised by Gresham Partners and Credit Suisse as its financial advisers and Herbert Smith Freehills as its legal adviser. The transaction is expected to close on 31 October.

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients ...

Adviser feedback drives Elevate Online refresh

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... Elevate Online has been upgraded to simplify the quoting and application process and is designed to make it easier for advisers to educate and support clients in making informed decisions on life insurance cover. The updates allow advisers to quote and ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
The financial planning industry and financial advisers have largely welcomed the federal government's decision to drop the $500,000 non-concessional cap but argue changes to the system need to stop. Announced yesterday, Treasurer Scott Morrison said ...

Advice clients need greater clarity on fees: survey

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
Financial advisers consistently misjudge their clients' understanding of advisory fee structures, thereby harming their own businesses, according to an industry survey. This is the key finding from a paper released by State Street Global Advisors' SPDR ...