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Showing 781 - 790 of 2027 results for "Application"

Life insurers cautious about My Health Record

HARRISON WORLEY  |  MONDAY, 30 JUL 2018
... into the My Health Record. For example, data collected from standard insurance health assessment checks at policy application stage, could be added to the My Health Record, which may help treating doctors avoid having to request duplicate testing," Phillips ...

SPECIAL FEATURE: Breaking the custody mould

KANIKA SOOD  |  WEDNESDAY, 25 JUL 2018
Custodians are defying a myth the $3.5 trillion industry hasn't kept pace with technology to address operational efficiencies and system-related issues. For many, robotics is already taking over several manual processes. According to the Australian ...

Industry fund grows advice access

HARRISON WORLEY  |  WEDNESDAY, 25 JUL 2018
A $5 billion industry superannuation fund is bolstering its member engagement strategy through the launch of an e-advice capability. From today (July 25), Media Super is introducing its new financial advice capability within a refreshed version of its ...

Westpac ditches SMSF lending

KARREN VERGARA  |  TUESDAY, 17 JUL 2018
... their SMSF for amounts that can range from $200,000 to $2 million. One condition is that the SMSF's fund balance upon application is $200,000. Once the SMSF selects a residential investment property to purchase, a property trustee is then appointed to ...

FASEA issues adviser exam proposals

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... on under the new education requirements. FASEA is proposing tthe Financial Adviser Examination assess the practical application of advisers' knowledge around the Corporations Act, with an emphasis on Chapter 7 - financial services and markets (30%) ...

BetaShares hires institutional executive from BlackRock

KANIKA SOOD  |  TUESDAY, 10 JUL 2018
BetaShares has hired an executive from BlackRock's institutional sales team to fill a newly-created role. Dan Annan is joining the $5.6 billion exchange-traded product manager in the newly-created role of director - institutional business. He was ...

Advised clients and their most frequently asked questions

KARREN VERGARA  |  MONDAY, 9 JUL 2018
... planning professionals are adapting to the needs of digital clients by offering a personal financial management site or application, delivering non-generic financial plans, and communicating via sophisticated technology, the paper said. At a recent Advice ...

Simple Fund 360 picks up AdviserLogic

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
... integrated with the BGL platform. The SMSF software provider added in a release that AdviserLogic used the free BGL application programming interface (API) to integrate with its software suite, meaning DataLogic could extract data from Simple Fund 360. ...

Digital transformation challenges super funds

HARRISON WORLEY  |  THURSDAY, 5 JUL 2018
AustralianSuper has been ranked the top superannuation fund for member engagement services in 2017, at a time when funds across the industry grapple with digital transformation, Investment Trends research shows. Sunsuper, HESTA, QSuper and Hostplus ...

AstuteWheel speeds up risk advice timeframe

KARREN VERGARA  |  FRIDAY, 29 JUN 2018
... determine the types and levels of insurance required. This is where the adviser adds value," he said. YTML's Seido application, which integrates AstuteWheel's customer relationship management system, summarises the workflow for advisers. In the ...