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Showing 621 - 630 of 1692 results for "Communication"

Three attempts at adviser exam is fair: Poll

KARREN VERGARA  |  MONDAY, 23 JUL 2018
... consumer behaviour, engagement and decision-making (10%), as well as applied ethical and professional reasoning and communication (25%). The final component will look at financial advice construction and the suitability of advice aligned to different ...

Wealthier Aussies seeking advice

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
Latest research shows about two million Australians sought financial advice in the 12 months to May, accounting for more than 27% of the total wealth management market. In its latest report, Roy Morgan has found that 1.96 million Australians have seen ...

Advisers grapple with client retention

KARREN VERGARA  |  WEDNESDAY, 18 JUL 2018
... left based on three main reasons: high fees, the lack of value perceived in financial advice and advisers' poor communication skills. What's more is that the attrition rate is translating to lower profit margins year-on-year. More than half (53%) ...

FASEA issues adviser exam proposals

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... consumer behaviour, engagement and decision-making (10%), as well as applied ethical and professional reasoning and communication (25%). The final component will look at financial advice construction and the suitability of advice aligned to different ...

Asset manager hires insto sales director

KANIKA SOOD  |  MONDAY, 9 JUL 2018
A global asset manager with more than $56 billion in Australian assets is welcoming a new institutional sales director. Legg Mason, which manages $56 billion in assets in Australia, has hired a new institutional sales director from another asset manager. ...

QSuper cuts administration fees

KANIKA SOOD  |  FRIDAY, 6 JUL 2018
QSuper has cut its administration fee from 18 basis points to 16 basis points - its third cut to admin fees since 2015. Yearly administration fees will be capped at $900 a year, starting with distributions paid out in July, 2019. It was $1000 previously. ...

Average superannuation balances double, female savings lag

HARRISON WORLEY  |  MONDAY, 2 JUL 2018
When it comes to retirement savings the disparity between men and women is still large, latest research shows. Roy Morgan research shows that despite a doubling of the average superannuation balances of intending retirees, females still lag well behind ...

AMP Capital promotes real estate talent

JAMIE WILLIAMSON  |  MONDAY, 2 JUL 2018
AMP Capital has promoted several members of its real estate investment team to leadership roles. Kylie O'Connor has been named chief operating officer for real estate, managing the division's group-wide finance, strategy, research, governance ...

Pendal Group appoints director

KANIKA SOOD  |  MONDAY, 2 JUL 2018
The $99 billion investment manager has appointed an independent non-executive director to its board. Sally Collier is joining the board as well as its remuneration and nominations committee, and its audit and risk management committees. She replaces ...

Bank customer trust plummets: Research

KARREN VERGARA  |  TUESDAY, 26 JUN 2018
The level of bank customer trust and satisfaction is worsening thanks to the banking and financial services Royal Commission, according to new surveys. Prior to the Royal Commission, bank customer satisfaction reached 82.3% in January 2018 but plunged ...