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Showing 51 - 60 of 104 results for "New World"

Poor performance a fiduciary breach

JAMIE WILLIAMSON  |  FRIDAY, 16 NOV 2018
... - to be blunt - selling conflicted products that perform badly and/or have high costs is not going to survive in the new world because all the evidence shows the return is not there," Sherry said. "It doesn't mean retail funds will cease to exist, they're ...

Scale integral to adviser success

JAMIE WILLIAMSON  |  TUESDAY, 9 OCT 2018
... within those businesses," he said. "Advice businesses will have to start adjusting their business model to suit the new world of advice, and it will be a timeline of up to five years for the industry to readjust to the emerging reality." Greater efficiencies ...

The goals-based opportunity

JAMIE WILLIAMSON  |  FRIDAY, 5 OCT 2018
... number on how many goals they helped their clients to achieve? In the old world, I'd say not many," she said. "In the new world, advisers can say exactly. With goals front and centre, clients are constantly reminded of the 'why' that's driving ...

Diversity a material economic indicator: AXA IM

HARRISON WORLEY  |  WEDNESDAY, 26 SEP 2018
... to find structure within the data set, and visualisation is a key tool for this," he said. "The winners in this brave new world of alternative data will be the people who can handle the quantity of information and refine that information in order to ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
... chief executive Jacqui Henderson said the software aims to transform the advice experience by guiding advisers into the new world of financial advice. "Globally, regulators are working to ensure clients receive quality financial advice. The existing ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
... them avoid making some of the same mistakes," Kelly said. Kelly added the workshops aim to prepare advisers for the new world of advice, with the traditional responsibilities of an adviser being overshadowed by the increasing need to act as a financial ...

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... collaboration, aims to provide insight as to the knowledge, attitudes and behaviours required to be a financial adviser in the new world of advice. More than 500 financial advisers, consumers, regulators, academics, industry and professional association ...

Fintech future lies in a winning ecosystem: Reinventure

EMMA RAPAPORT  |  MONDAY, 4 SEP 2017
... those spaces we need to potentially win at or at least have a winning ecosystem, which will give us a place in this new world landscape." Drilling down into specifics, Cant hailed what he sees as the endless possibilities offered by blockchain to completely ...

Greater adoption of tech in new world of advice

JAMIE WILLIAMSON  |  THURSDAY, 15 JUN 2017
Advisers are allocating more of their annual budgets to fund technology solutions, with about three-quarters of advisers planning to spend and invest more in advice and financial planning technologies over the next 12 months. That is a key finding of ...

Leadership shuffle at State Super

JAMIE WILLIAMSON  |  MONDAY, 12 DEC 2016
... executive shuffle, State Super chief executive John Livanas said the new structure was "fit for purpose for STC in a new world where it will be benefitting from increasing its outsourcing with world-class partners, leveraging on their experience." "Our ...