Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 5301 - 5310 of 9821 results for "Advisers"

Women and Gen X happiest with advice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... undertaken every six months in partnership with the University of Adelaide, aims to measure investors' attitudes to financial advisers through perceptions of trust and reliability, technical ability and investment performance. The survey revealed the ...

Zurich launches optimised adviser portal

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
Zurich has launched its new adviser portal, ZLife, designed to give advisers a new level of visibility and efficiency to manage their Zurich customer portfolio. Replacing Zurich's Adviser Assist portal, the mobile optimised portal allows users to view ...

InvestmentLink developing real-time compliance product

KERRIE SYDEE  |  MONDAY, 9 MAY 2016
InvestmentLink has announced the development of a real-time compliance product that will provide financial advisers and dealer groups with immediate and ongoing compliance reporting. The product, Halcyon, will use InvestmentLink's data platform as well ...

ANZ won't make LIF transition until bill is restored

ALEX BURKE  |  FRIDAY, 6 MAY 2016
ANZ advisers won't transfer to Life Insurance Framework remuneration arrangements until the relevant legislation is restored, according to ANZ Wealth managing director Alexis George. Speaking at a media event in Sydney, George referenced the Corporations ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... Investment Trends. The next phase, he said, is a netwealth "app store", the group's own ecosystem that allows more financial advisers to manage their business on their tablet or phone. The group has also beefed up its resources, with more than 200 staff ...

Advisers not impressed with budget changes

KERRIE SYDEE  |  THURSDAY, 5 MAY 2016
More than 50% of advisers believe that the federal budget will have a negative impact on their clients but agree that it will drive an increase in the need for advice, according to a survey from Midwinter. The survey garnered responses from 103 Australian ...

Advisers encouraged to review changes carefully

KERRIE SYDEE  |  WEDNESDAY, 4 MAY 2016
A higher than expected number of changes to superannuation delivered in the 2016 federal budget will keep financial advisers on their toes, as they work to update financial plans in line with the changes. From 1 July 2017, the tax exempt status of income ...

TAL launches online policy upgrade service

ALEX BURKE  |  WEDNESDAY, 4 MAY 2016
... eligible TAL Accelerated Protection Policy customers who are under 55. Commenting on the benefits of the new service for advisers, McConville continued: "Advisers know the lives of their clients change and evolve, as do their insurance needs. This is ...

Ten-year enterprise tax plan to benefit SMEs

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
Financial advisers and superannuation industry service providers are likely to be the main beneficiaries of company tax cuts in the 2016/17 Budget. From 1 July 2016 the small business tax rate will be lowered to 27.5% and the turnover threshold for ...

Zurich launches education curriculum

KERRIE SYDEE  |  TUESDAY, 3 MAY 2016
... launched the Zurich Curriculum, in a bid to support adviser education and development. The Zurich Curriculum aims to provide advisers and their support staff with the skills and knowledge to build specialist expertise, provide better customer experience ...