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Showing 711 - 720 of 2038 results for "Application"

AFCA changes could impact PI cover cost: FPA

HARRISON WORLEY  |  TUESDAY, 23 APR 2019
... extend to legacy complaints under the conditions set in the proposed rules change - particularly in relation to the application of the 30 June 2019 rules, jurisdiction and monetary limits to legacy complaints - this will have a significant impact on ...

Advisers loyal to XPLAN: Report

KARREN VERGARA  |  WEDNESDAY, 17 APR 2019
XPLAN continues to be the top application of choice for financial advisers for the 12th consecutive year. This is according to the latest Investment Trends Planning Software Benchmarking Report, which showed XPLAN blitzed 29 of 34 categories. Other ...

ASIC approves AMP for MDAs

HARRISON WORLEY  |  TUESDAY, 9 APR 2019
... ASIC said it imposed additional license conditions on AMP Financial Planning as a result of approving AMPFP's application to vary its license to provide MDAs. Since September 2016, licensees have been transitioning away from ASIC's previous no-action ...

AMP overhauls wealth leadership

ELIZABETH MCARTHUR, JAMIE WILLIAMSON  |  THURSDAY, 4 APR 2019
... On the same day, ASIC imposed additional conditions on the AMP Financial Planning's AFSL. ASIC granted AMPFP's application to vary its AFS licence to provide managed discretionary account (MDA) services after which time ASIC conducted surveillance ...

NEOS continues recruitment drive

KARREN VERGARA  |  WEDNESDAY, 27 MAR 2019
... that held senior underwriting positions at TAL and Asteron life. He will focus on improving the efficiency of NEOS's application process through his knowledge of underwriting analytics. Tania Du Plessis was appointed as senior underwriter in February. ...

FSC to enact binding standard on genetic testing

ELIZABETH MCARTHUR  |  TUESDAY, 19 MAR 2019
... half a million dollars' worth of life cover, insurers may use relevant genetic tests. According to Finder, the median application for life and total and permanent disability insurance last year was $500,000. The moratorium will be reviewed in 2022 and ...

Sunsuper enhances online advice services

ELIZABETH MCARTHUR  |  MONDAY, 18 MAR 2019
... forms on the platform. "For example, one of the biggest savings in time and effort for advisers will be the new member application request, which combines five separate paper forms into a single, intuitive smart form," Sunsuper head of advice and retirement ...

Practifi integrates with XPLAN

KANIKA SOOD  |  WEDNESDAY, 6 MAR 2019
... their businesses, from the sales pipeline, through client management, to business analytics, in one industry specific application without the need for costly custom development, has been found to be truly unique in global markets."

Perpetual announces Fulbright scholar

KANIKA SOOD  |  MONDAY, 4 MAR 2019
Perpetual has announced the winner of 2019 Fulbright professional scholarship in non-profit leadership, funded through its $51 million public ancillary fund. Adam Davids is the director of learning at a non-profit that creates internship opportunities ...

BT adds extra capability to life quote software

HARRISON WORLEY  |  FRIDAY, 1 MAR 2019
Financial advisers using BT's life insurance quote and application software will enjoy new enhancements after the wealth group rolled out an update. Two new features have found their way into BT's LifeCENTRAL+ and are set to make life easier for financial ...