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Showing 541 - 550 of 831 results for "Advice Business"

Adviser cybercrime insurance launches

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... financial advice industry do not cover the many hidden risks associated with cyber technology. "The biggest risk to an advice business is damage to its brand and reputation due to its high reliance on customer trust. Advisers hold large amounts of third-party ...

CFS knuckles down on managed accounts

JAMIE WILLIAMSON  |  MONDAY, 27 MAR 2017
Colonial First State is in the final stages of a major technology enhancement to its FirstWrap platform. Responding to feedback from financial advisers and their clients, CFS engaged global technology provider IRESS to launch a further suite of separately ...

IOOF names new tech services head

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... said the promotion of Breckon is testament to the succession planning and mentoring processes fundamental to its advice business. "Martin is highly capable, extremely knowledgeable and has an expert understanding of best practice provision of financial ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
As banks and major financial institutions are challenged to address set backs across respective wealth and advice businesses, several listed advice groups have shown they are on to a winning model. Growth for Centrepoint Alliance's wealth division is ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
... previous corresponding period to $4 million, which was supported by steady growth in new clients, a growing salaried advice business and healthy fund flows into managed accounts solution, the company said. The sale of its insurance premium funding business ...

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
Financial advisers have wasted no time in readying themselves for the future following the passing of the professional standards legislation earlier this month. Mentor Education saw an immediate surge in enrolments in its programs after the Corporations ...

Vanguard chief says embrace robo-advice

JAMIE WILLIAMSON  |  FRIDAY, 17 FEB 2017
Financial advisers need to be less concerned with business growth and more concerned with doing well for their clients. That is a key message shared by Vanguard chief executive Bill McNabb at the 2017 SMSF Association National Conference, telling delegates ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... businesses which are inherently consumer-first," Jacques said. "Ignition Wealth, as an innovative digital financial advice business, is a perfect fit for the SiResearch pioneering goal-based investment solution." The full suite of investment models will ...

YTML goes for growth

EMMA RAPAPORT  |  THURSDAY, 9 FEB 2017
Technology and advice provider YTML Group is responding to growing demand with three senior hires, including veteran BT Financial Group manager. Former BTFG head of key accounts Damian Murphy is joining YTML as principal consultant after 20 years with ...

NAB makes key advice appointments from AMP

ALEX BURKE  |  FRIDAY, 27 JAN 2017
Two senior hires will join NAB Financial Planning in April. NAB's advice business is welcoming Andrew Gregory as general manager, Victoria/Tasmania and Gary Wood as head of client experience and advice development. Both join NAB from AMP. Gregory was ...