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Showing 731 - 740 of 1436 results for "Comprehensive"

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... leverage Midwinter's public calculator API to produce their own suite of calculators to generate the same scaled and comprehensive advice produced by AdviceOS. Midwinter managing director Julian Plummer said the calculators have been developed with various ...

Praemium review clears Ohanessian

ALEX BURKE  |  WEDNESDAY, 24 MAY 2017
A comprehensive review of Praemium chief executive Michael Ohanessian's termination and subsequent reinstatement determined the previous board acted inappropriately and unreasonably. Praemium's new board, led by chair Barry Lewin, undertook a review ...

Default retirement products not good enough: Milliman

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
Superannuation funds that don't get to know members better ahead of designing a Comprehensive Income Product for Retirement are putting themselves at risk of severe reputational damage. That is the view of risk management and retirement experts Milliman ...

Asia-Pacific needs more retirement income specialists: Milliman

EMMA RAPAPORT  |  TUESDAY, 9 MAY 2017
... East Asia and the Pacific are ageing faster than other regions in the world but many nations are yet to develop comprehensive retirement income systems. Global consulting and actuarial firm Milliman said across the Asia-Pacific consumers feel as if their ...

Shaw and Partners appoints CIO

KARREN VERGARA  |  TUESDAY, 2 MAY 2017
... firm is 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 ...

Government reform to close super gender gap

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... something that governments should always be working toward," O'Dwyer affirmed. She reinforced the Turnbull Government's comprehensive reform package slated for 1 July aims to do just this. "Key measures that will benefit women include the low-income ...

Industry fund teams with Challenger on retirement

EMMA RAPAPORT  |  THURSDAY, 27 APR 2017
... recommendations and subsequent response from government have thrown down a clear challenge to the industry to deliver comprehensive income products," Proebstl said. "The addition of guaranteed income accounts is an important component of legalsuper's ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... such as the Life Insurance Framework (LIF) and the proliferation of automated advice will see advisers providing comprehensive strategic advice to no more than 200 clients in future. "LIF will be a major catalyst for change in advice models because advisers ...

Challenger launches advice tool as reforms loom

JAMIE WILLIAMSON  |  THURSDAY, 20 APR 2017
... service clients and manage their retirement income needs. As superannuation reform, including the introduction of Comprehensive Income Products for Retirement, develops in the new financial year, Challenger has launched a range of tools and information ...

Fintech apps disrupt advice model

KARREN VERGARA  |  WEDNESDAY, 12 APR 2017
... automated 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 ...