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Showing 5881 - 5890 of 9822 results for "Advisers"

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... technology to deliver a simpler and more engaging way to offer quality advice at a lower cost." Technology solutions that CBA advisers will be using include the IRESS XPLAN platform and IRESS' new XPLAN Prime solution. The transition to IRESS technology ...

CFP program attracts 700 students in one semester

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
... standards and raise the bar," FPA chief executive Mark Rantall said. The FPA confirmed that there are 5,500 CFP accredited advisers in Australia and Rantall stressed the importance of creating a "personalised" pathway into the program. He said that some ...

APRA deputy chair criticises life insurance sales culture

ALEX BURKE  |  WEDNESDAY, 11 MAR 2015
... analysis", disablement and trauma definitions too open to interpretation, underwriting processes compromised to appease advisers' cost concerns and paying benefits without admission of liability to avoid negative media attention. Group insurance, meanwhile ...

Advisers see regulated robo-advice opportunity

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Two-thirds (68%) of financial advisers see automated advice software as an "opportunity", according to a Midwinter survey. Midwinter managing director Julian Plummer argued that the survey - which tracked the responses of 288 financial advisers - indicates ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... segment under advice has gone down from 44% in 2013 to 40% last year. "The decline in usage comes from the fact that advisers have slightly missed out on the growth of the HNW population," said Investment Trends analyst Irene Guiamatsia. Changing investor ...

Spring lists on ASX

MARK SMITH  |  TUESDAY, 10 MAR 2015
... administration. The move to publicly list the company follows the acquisitions of Pink Diamond Financial Group, specialist advisers to medical professionals and Moneytree Partners Group. Spring recently appointed former Macquarie Bank Group director ...

MyPlanner launches managed account solution

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... investment committee that constructed 23 managed portfolios, including five managed fund-only portfolios targeted at advisers who want to provide their clients only with managed fund exposure. "A managed discretionary account solution is a good fit for ...

BGL and CoreLogic launch SMSF property tool

LAURA MILLAN  |  TUESDAY, 10 MAR 2015
... Corporate Solutions and CoreLogic RP Data have launched a tool that allows self-managed super funds (SMSFs) and their advisers to request depreciation schedules for residential and commercial property. "This new service means our clients SMSFs will now ...

Demand for ethical investments soars

ALEX BURKE  |  TUESDAY, 10 MAR 2015
Ethically-screened FUM monitored by the Ethical Advisers' Co-operative has increased by 18% in the past 12 months to $910 million. Labelling itself "Australia's First Adviser Co-Operative", the EAC is a collection of financial planning firms focused ...

Hagger defends NAB advice, brushes off independent review

ALEX BURKE  |  MONDAY, 9 MAR 2015
... Hagger said that NAB "complied with the law." "And we're now going further than that, so we're reporting to ASIC all advisers who depart our network and the reason for their departure," he added. "We have a high level of confidence in NAB's system. We ...