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Showing 731 - 740 of 1956 results for "Feel"

Time-poor advisers to embrace model portfolios

HARRISON WORLEY  |  WEDNESDAY, 18 DEC 2019
... doesn't mean abandoning their responsibilities or adopting a cookie-cutter approach. Instead, Williams believes clients will feel closer to their planner due to model portfolios typically requiring advisers to spend more time with clients. With time ...

No joy in the advice world this Christmas

ELIZABETH MCARTHUR  |  WEDNESDAY, 18 DEC 2019
... according to former adviser and founder of PFM Australia, Barry Daniels. "Rather than continuing until 2024 or 2026, many may feel it will be better to exit in the New Year before the pressure of persevering with a planning business rapidly diminishing ...

Advisers better learn what women want: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 DEC 2019
... advisers, 45% of women said they do versus 36% of men. About 55% of men said they would recommend a financial adviser if they feel they have financially benefitted from the advice. On the other hand, 63% of women said they would recommend an adviser ...

APRA releases MySuper heat map

HARRISON WORLEY  |  TUESDAY, 10 DEC 2019
... long-awaited heat map for MySuper products, with deputy chair Helen Rowell saying it's likely many in the industry will feel uncomfortable. APRA released the first iteration of its MySuper heat map this morning, which uses a graduating colour scheme ...

Chief economist update: It's Christmas time in the city

BENJAMIN ONG  |  MONDAY, 9 DEC 2019
... accounts for around 70% of the US economy. Not only do US consumers have jobs to back up their optimism and spending, they also feel richer. The S&P 500 index has risen by 25.5 this year to date; the S&P/Case-Shiller US National Home Price Index has ...

Bridgewater loses another chief

ALLY SELBY  |  WEDNESDAY, 4 DEC 2019
... Murray is now set to pursue the next chapter in her career. "With the firm's management transition on solid footing, I feel now is a good time for me to leave Bridgewater to pursue other opportunities," she said. She believes that McCormick will ...

ASIC bans direct life cold calling

HARRISON WORLEY  |  WEDNESDAY, 4 DEC 2019
The use of cold calling to sell direct life insurance will be prohibited in the New Year.. ASIC will ban unsolicited cold calling in life and consumer credit insurance sales from January 13 next year, following a period of consultation with industry ...

FASEA under pressure on managed accounts

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 DEC 2019
... licensee will have to interpret the code and compliance with it. "I have no confidence that some form of adjudication will feel in the least bound with this idea that the code only needs to be complied with in a general sense," Potter said. A lawyer ...

FASEA chief to provide update

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... monitoring bodies established. The FASEA financial adviser exams insight workshop will provide advisers with study tips to feel more confident in undertaking the exam and ethics bridging course.

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...