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Showing 5471 - 5480 of 9822 results for "Advisers"

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... economy and some will want the silver-service that comes with first-class. The more holistic and detailed traditional advisers are, the more they will win," he said. He added that "robos are not currently good at complex matters such tax or estate planning ...

Suncorp to drop aligned advice businesses

ALEX BURKE  |  WEDNESDAY, 25 NOV 2015
... have made the decision to simplify our distribution model in line with our strategic priorities and in the interests of advisers and customers," said Suncorp Life acting chief executive Jeremy Robson. "We're focused on working with our independent adviser ...

UK regulator targets conflicts in investment consulting

MARK SMITH  |  WEDNESDAY, 25 NOV 2015
... reported as saying: "There are absolutely inherent conflicts of interest within the growth of fiduciary management. Trusted advisers end up pushing their own products on clients. "[Consultants] will claim there is always an open tender. The reality is ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... in the bill, which a government document describes as "minor and technical amendments," include extending the time for advisers to send opt-in notices from 30 to 60 days and extending the time for clients to prove fee disclosure statements to pre-1 July ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... advice was one of the main themes discussed at the FPA Congress in Brisbane. But rather than seeing the issue as a threat, advisers were encouraged to look at it as an opportunity. In a presentation called "Robo-advice: Terminator or WALL-E?", Holley ...

New mobile broking platform launched in Australia

MARK SMITH  |  TUESDAY, 24 NOV 2015
... platform, the trading suite integrates with portfolio and back office systems providing CRM "productivity tools" for advisers and stockbrokers to better service their clients. The company's mobile trading solution is the first of its kind in Australia ...

AIA hybrid program signs 1,000 advisers

ALEX BURKE  |  TUESDAY, 24 NOV 2015
Over 1,000 advisers have signed on to AIA Australia's transition to hybrid program. The program is designed to help advisers accommodate the new Life Insurance Framework, recently formalised by the Government. It facilitates a transition from relying ...

New alternative beta fund answers hedge fund short-comings

MARK SMITH  |  MONDAY, 23 NOV 2015
... transparency, little capacity in top performing products and inconsistent returns from skill based approaches is leaving advisers scratching their heads as to which alternative products to recommend. Capital Funds Management believes it has an approach ...

ASIC sees potential for "large scale loss" in robo-advice

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Speaking at the Financial Planning Association (FPA) Congress in Brisbane, ASIC senior executive leader of the financial advisers team, Louise Macaulay, outlined the regulator's strategy to understand the fintech sector. "We are seeing startups and licensees ...

MLC takes axe to life insurance premiums

DARREN SNYDER  |  MONDAY, 23 NOV 2015
... This year we've done a lot of work on our insurance to make it easier to buy and easier to consume, it is easier for advisers as well. "We've waived policy fees, enabled partial rollovers, multi-cover discounts and the like. It's really the final step ...