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| | | ... Commonwealth Bank has become the latest big-name client for financial technology firm IRESS Market Technology, giving their advisers access to new tools. IRESS spent six months working with Commonwealth Private, which caters to high-net-worth clients ... |
| | | | Independent and bank-aligned financial advisers want platform costs to be lowered and have high expecations of support from providers once opt-in reforms are implemented, an industry survey has found. The annual CoreData Platform Study reported that ... |
| | | | A website launched by Russell Investments aims to give advisers new ways to prove their value to their clients beyond investment performance. The free to access website, Helping Advisers, does not require any logins or passwords and is designed to be ... |
| | | | ... Standard. "There are a lot of historical limitations for these products and that market has moved on from that." Fusca said advisers and employers would benefit from the new features with pre-approvals no longer necessary and automatic coverage in place ... |
| | | | ... broader trade income protection terms. Brett Clark, chief executive of Retail Life, Tower, said the insurer spoke to risk advisers for feedback on what upgrades were necessary in today's insurance market for a streamlined new business process. As a result ... |
| | | | ... potentially misleading, ASIC said in a release. The corporate regulator has made no secret of the fact that it is now pursuing advisers, asset consultants, ratings houses and any organisation it considers to be a gatekeeper to the financial system in ... |
| | | | Financial advisers are gradually increasing their use of separately managed accounts, with education forming a barrier to widespread uptake of the structure, new research has found. The 2011 Separately Managed Accounts Report found that while just 18% ... |
| | | | ... announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian Securities ... |
| | | | ... Financial Services Minister Bill Shorten told financial planners at a luncheon organised by the Association of Financial Advisers that the industry needed to stop its infighting. "Retail funds bag industry funds, corporate funds bag industry funds, industry ... |
| | | | Financial advisers need to ditch traditional advice models and become mentors to succeed in the self-managed superannuation market, an industry expert told the 17th Annual Rainmaker Sales and Marketing Symposium yesterday. Andrea Slattery, chief executive ... |
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