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Showing 41 - 50 of 69 results for "Comprehensive Advice"

Shaw and Partners appoints CIO

KARREN VERGARA  |  TUESDAY, 2 MAY 2017
... at a point where its investment offering is now significantly broader and its advisers are providing more comprehensive advice to clients. In the past two years, 46 advisers have joined the non-aligned company. With $12 billion of assets under advice ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... strategic and investment advice, and SMSF and superannuation intra-fund advice. "Automation will disrupt the comprehensive advice model and replace it with a package of single issue advice services distributed in time, more suited to providing advice ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... build confidence but also trust in financial advice. "Financial planners need to look beyond face to face comprehensive advice if they're going to reach prospective clients in the way that those prospective clients want to learn. We need to embrace digital ...

Energy Super partners with robo-adviser

DARREN SNYDER  |  FRIDAY, 22 APR 2016
... existing suite of financial advice, which ranges from free, single-issue advice over the phone through to comprehensive advice from our experienced financial planners. Decimal's scalability and licensing model means we can roll out progressively and ...

New standards for member engagement

DARREN SNYDER  |  MONDAY, 8 FEB 2016
... key role to play in the provision of retirement advice, particularly to members whom the adviser focused comprehensive advice model is unable to service," Webster said. "The differences between retirement and investment advice provide an opportunity ...

Adviser standards need a tidy

DARREN SNYDER  |  MONDAY, 11 JAN 2016
... provide intra-fund advice should not be required to obtain the equivalent qualifications as those who provide comprehensive advice. ASFA said persons providing advice to wholesale clients do not need to meet the proposed education and training requirements ...

FPA helps advisers with life insurance

DARREN SNYDER  |  WEDNESDAY, 14 OCT 2015
... Checklist. The insights in the guide apply whether life-risk advice is given as limited (staged or scaled) or comprehensive advice. Rantall said a well-defined value proposition for life insurance advice was rarely confined to a one-off transaction. ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
Macquarie Group's comprehensive advice remediation program has paid $11 million to disgruntled advice clients a year after it was put in place. Documents made public by the group prior to the annual general meeting today reveal that, to 30 June 2015 ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
... account as a factor, only a small proportion of Australians would prefer to receive the traditional model of comprehensive advice delivered face to face," said Investment Trends analyst King Loong Choi. "Instead, there are five times as many Australians ...

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN  |  WEDNESDAY, 3 SEP 2014
... particularly interested in getting 'quick fix' tips from their financial planners, as opposed to long-term comprehensive advice, the Financial Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign prove that young ...