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Showing 581 - 590 of 1692 results for "Communication"

CFS study finds managed accounts improve advice

KANIKA SOOD  |  FRIDAY, 21 DEC 2018
... whitepaper shows that advisers who use managed accounts are reporting reduced manual administration, more regular communication with their clients, and improved risk controls in managing client portfolios," he said. Eighty-seven percent of managed accounts ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... attributes, accounting for metrics such as perceived expertise across six asset classes and cut through via six communication channels. The leading five fund managers, according to the advisers, were Magellan, Vanguard, Colonial First State, Challenger ...

Lifecycle super can be better: Frontier

KANIKA SOOD  |  TUESDAY, 11 DEC 2018
... would need to set up investment strategies and allocations for member cohorts above or below the target objective. "Communication will be particularly important when members are well below target, as a key part of the solution in this instance will be ...

$300k makes advice worthwhile: Research

KARREN VERGARA  |  MONDAY, 10 DEC 2018
Roy Morgan research suggests having a minimum of $300,000 triggers the need for financial advice. The survey of more than 50,000 consumers in the year to October reinforces that financial advisers tend to target clients at the top end of the income ...

AIST awards innovative achievements

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
The Australian Institute of Superannuation Trustees recognised excellence and innovation in communication and member engagement at its recent annual Awards for Excellence. UniSuper took out the Best Digital Award (over $40,000 spend) for a campaign ...

Industry fund boosts executive team

KARREN VERGARA  |  THURSDAY, 6 DEC 2018
A $6 billion superannuation fund is boosting its executive ranks in support of its ambitious growth plans. LUCRF Super announced it made the following appointments to its leadership team in November: executive manager of distribution Chris Deakin; and ...

Royal Commission on social media: Executives grilled

HARRISON WORLEY  |  FRIDAY, 23 NOV 2018
As the Royal Commission turned its attention financial services executives this week, commentators took to twitter to have their say. The evidence in the Royal Commission skillfully examined by star QC Rowena ORR is stunning. Board requested former ...

SelectingSuper honours super industry leaders

DARREN SNYDER  |  THURSDAY, 22 NOV 2018
A $37 billion industry superannuation fund reclaimed its position as fund of the year at the annual Rainmaker SelectingSuper Awards in Melbourne this morning. Hostplus was crowned fund of the year. It was one of five awards for the industry fund, including ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... consumer groups, incorporating consumer behaviour and decision making Applied ethical and professional reasoning and communication - incorporating FASEA Code of Ethics and code monitoring bodies Releasing details of its revised standards framework for ...

New degree tackles adviser education standards

KARREN VERGARA  |  FRIDAY, 16 NOV 2018
... new program will provide training in how to run a financial planning business, as well as advanced interpersonal communication skills and professional ethics," he said. Navone said specialised knowledge on aged care and retirement planning are other ...