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Showing 491 - 500 of 675 results for "Legacy"

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... dealing with hurdles as they come up." An important part of doing that, O'Sullivan added, was moving as far away from a legacy "product mindset" as possible. "This industry was built on product sales. We all need to move away from that. Less sales, more ...

ASIC needs to focus on prevention, not cure

ALEX BURKE  |  THURSDAY, 21 JUL 2016
... focus on dismantling the inherent problems of the vertically-integrated advice system: licensees are spending billions on legacy systems, institutions are buying up advice businesses at a loss to prop up distribution and saddling them with highly restrictive ...

Ex-Westpac exec joins Rubik

KERRIE SYDEE  |  TUESDAY, 28 JUN 2016
... by the opportunity Rubik presents. The fact that Rubik is front and centre of providing solutions that move clients from legacy systems to cloud based platforms, fits perfectly with my professional experience in banking and my passion for technology. ...

Female planner tops CFP program

KERRIE SYDEE  |  WEDNESDAY, 22 JUN 2016
... FPA: "I would like to congratulate Claire on her achievement and to formally recognise her ongoing commitment to Gwen's legacy of improving the financial planning profession through education and higher professional standards. "Claire's unwavering commitment ...

Crestone open for business after UBS deal completes

MARK SMITH  |  THURSDAY, 16 JUN 2016

Family office patriarchs need to know when to let go

ALEX BURKE  |  WEDNESDAY, 15 JUN 2016
... "open letter to the family patriarch," Simmons noted the difficulty some "entrepreneurs and leaders" have trusting their legacy over to their children or other relatives. "You have had to back yourself over and over again, often in the face of uncertainty ...

National dealer group adds two advice firms

DARREN SNYDER  |  TUESDAY, 14 JUN 2016
Dealer group Elders Financial Planning is adding two firms to its national adviser business. Queensland-based Legacy Planning and Victoria-based Ellhan Financial Services have signed with the Elders dealer group. Legacy Planning owner and director JosA(C) ...

Calastone expands to New Zealand

KERRIE SYDEE  |  MONDAY, 16 MAY 2016
... interoperability, meaning that asset managers, platforms, custodians and administrators will not need to unify or standardise legacy technologies. Calastone describes the network as operating like a universal adapter, connecting to existing systems as ...

ASIC levies up 150pct

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... "consequence of the government's decision to provide funding to the Superannuation Complaints Tribunal (SCT) to deal with legacy complaints and improve processes and infrastructure ($5.2 million) and to bolster ASIC to protect Australian consumers ($37 ...

APRA counts life insurance losses

KERRIE SYDEE  |  FRIDAY, 29 APR 2016
... manner." In opportunities for regulatory reform APRA flagged the introduction of "a mechanism to allow the rationalisation of legacy products to occur more easily" as an area for potential change. Allowing insurers to more easily reconcile 'genuine legacy ...