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Showing 41 - 50 of 74 results for "Financial Affairs"

BTFG adds managed funds to platform

LAURA MILLAN  |  WEDNESDAY, 9 SEP 2015
... want flexible, intuitive, comprehensive systems that allow them to view and manage a complete picture of their financial affairs all in one place," BT general manager of platforms and operations John Shuttleworth said. "The introduction of managed funds ...

Findex acquires private wealth firm

ALEX BURKE  |  WEDNESDAY, 1 JUL 2015
... businesses." "The approach of goals-based advice and holistic implementation around the entirety of a client's financial affairs is one Findex is pursuing across our Australasian network through Crowe Horwath, Centric Wealth and our other brands." At ...

Advice firm ditches platform, adopts MDA

STAFF WRITER  |  TUESDAY, 26 MAY 2015
... for medical professionals, realised that most of its clients "are time poor and they want us to manage their financial affairs. We believe the new MDA solution will dramatically lift efficiency and help us add significant value for clients. This will ...

Advisers see regulated robo-advice opportunity

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... assets are still relatively low, advisers understand that their willingness to use technology to manage their financial affairs leads to a strong belief that Generation Z is suited to robo-advice." At the same time, over half of respondents (52%) felt ...

A little tweet told me

BENJAMIN ONG  |  THURSDAY, 26 FEB 2015
... According to voxeu.org, "Declan Costello is an Economist working in the Directorate General for Economic and Financial Affairs of the European Commission since 1991." And to think we (at least I) thought that 'the institutions' and Greece were playing ...

Manage super on the go with new Wealthtrac app

MARK SMITH  |  TUESDAY, 28 OCT 2014
... Instagram that people 'on the go' are accessing on their phone - they are also monitoring and managing their financial affairs," he said. Figures compiled by the federal government's Australian Media and Communications Authority show as at May 2014 more ...

Adviser trust improves client outcomes

MARK SMITH  |  TUESDAY, 7 OCT 2014
... key business metrics, including client advocacy, prospect conversion, and involvement in client's personal and financial affairs. Their clients are more willing to pay fees and their practices are generally more profitable. "When there isn't a great ...

Advisers eye opportunity in identity theft protection

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
... financial advisers feel that offering clients protection from identity theft could add value to the clients' financial affairs, according to a June survey of 203 financial advisers conducted by Beaton Research and Consulting on behalf of Zurich. However ...

Gen Ys engaged with life insurance

LAURA MILLAN  |  MONDAY, 17 FEB 2014
... take out life insurance at a higher rate than older generations, which shows they are more engaged in their financial affairs than they have been given credit for in the past," TAL chief executive Jim Minto said. "Younger generations are using technology ...

Govt moves to enshrine 'financial adviser' label

ALICE URIBE  |  WEDNESDAY, 20 MAR 2013
... adviser from telling consumers they are. "These reforms will enable consumers to know who to trust with their financial affairs, and build consumer confidence in the financial product advice industry", Mr Shorten said. It will also make it easier for ...