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Showing 501 - 510 of 831 results for "Advice Business"

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... and $19.5 billion in funds under advice. IOOF said the acquisitions will position it to be the second largest advice business in Australia by funds under advice and adviser numbers. IOOF managing director Christopher Kelaher said: "We have a proven track ...

AFA Adviser, Practice of the Year winners named

JAMIE WILLIAMSON  |  MONDAY, 16 OCT 2017
Charlie Fraser of Shadforth Financial Group is the 2017 Association of Financial Advisers' Adviser of the Year. Crowned on Friday night at a gala dinner to celebrate the close of this year's AFA National Adviser Conference, private client adviser Fraser ...

AFA and Map My Plan join forces

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
The AFA has partnered with a robo-adviser to assist financial advisers reach clients they previously couldn't as well as demonstrate the benefits of robo-advice. Announced at the Association of Financial Advisers' 2017 National Adviser Conference on ...

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... session advisers are set to gain insight into the theory and practical application of integrating fees into a risk advice business. Fox will cover off more on the theory, as will Elixir Consulting business coach Sue Viskovic. Rando Associates director ...

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
The proliferation of financial stress across the Australian population is at its height and yet so many impediments to gaining quality financial advice remain. This is the key driver behind Association of Financial Advisers' president and Noall ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
Check out this blog to get an hourly update on the latest announcements, session highlights and social media commentary live at the AFA 2017 National Adviser Conference. 10.30pm - AFA caps its annual conference with an awards gala ceremony for the 2017 ...

Increased scrutiny driving regtech need

JAMIE WILLIAMSON  |  TUESDAY, 10 OCT 2017
... of an adviser's role." Knight also said that embracing regtech as a strong indicator to the regulator that an advice business is serious about creating a culture of compliance and working in the best interests of clients. "Their investment in regtech ...

BT Financial Group merges wealth businesses

JAMIE WILLIAMSON  |  THURSDAY, 5 OCT 2017
... rapidly evolving nature of providing advice and changing consumer behaviours. Redirecting various components of the advice business will assist the strategy by matching them with deeper expertise in the broader BT business. Cooper hinted at the consolidation ...

XPLAN expands adviser training offer

DARREN SNYDER  |  THURSDAY, 5 OCT 2017
... pathways for specific roles such as administrators, advisers, risk-only advisers and practice managers within an advice business. IRESS said these pathways ensure the user is equipped with the knowledge and understanding they need and are getting the ...

Lazy LIF planning means advice businesses at risk

JAMIE WILLIAMSON  |  THURSDAY, 21 SEP 2017
With four months to go the majority of risk advisers are still not prepared for impending changes to remuneration to be brought by the Life Insurance Framework taking effect in January 2018. A study of 200 risk advisers commissioned by Zurich found ...