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Showing 821 - 830 of 2580 results for "Online"

Advisers to embrace aged care opportunities

JAMIE WILLIAMSON  |  TUESDAY, 13 MAR 2018
... to support advisers in broaching the subject of aged care with clients, comprising travelling workshops, webinars, and online tools and resources. There will also be an advertising campaign aimed at increasing adviser awareness. "The time when Mum or ...

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
... an account. The institution said reporting on model holdings and performance, in addition to improvements to the North Online system performance, will contribute to greater practice efficiency. The new reporting tool allows advisers to generate, customise ...

Global Merces launches managed funds regtech

KARREN VERGARA  |  FRIDAY, 9 MAR 2018
... It then issues a secure four-digit PIN to sign off documents without the need of a wet signature, and produces a "clean" online PDS of six pages. If the client fails to complete the application process, they are contacted by a fund administration team ...

Advisers reckoning with direct risk sales growth: Research

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... aligned to a banking or insurance group - are gradually becoming under threat from direct channels such as telephone or online marketing. Direct purchases accounted for about 20% of in-force annual premiums worth $9.7 billion at the end of September ...

Crypto assets rewrite estate planning

JAMIE WILLIAMSON  |  MONDAY, 5 MAR 2018
... exactly does one best account for cryptocurrency when drawing up estate plans? Whether held in a hot or cold wallet - meaning online or offline - it would be simple for a spouse to hide crypto assets in the event of a divorce and, in any event, it can ...

Wearables driving life insurance engagement

KARREN VERGARA  |  FRIDAY, 2 MAR 2018
... chief executive Damien Mu, this is evident in the life insurer's latest statistics, which registered more than 107,000 online health assessments; 195,000 gym visits and 14 billion steps in the 12 months to November 2017 - thanks to trackable data on ...

Super funds embrace crowdsourced cybersecurity

JAMIE WILLIAMSON  |  FRIDAY, 2 MAR 2018
... Using more than 25,000 cybersecurity specialists around the world, Bugcrowd identifies and resolves bugs in organisations' online systems. Hostplus committed more than $5 million to the platform, in addition to a further $2 million invested via Blackbird ...

Advice clients demand philanthropic conversations

KARREN VERGARA  |  THURSDAY, 1 MAR 2018
... style fundraising is becoming commonplace and, for the millennial generation, is a natural part of sharing their life story online," she said. Sakellaris said crowd-funding is also helping meet basic individual needs such as medical care and funeral ...

Sequoia expands advice arm, boosts top line

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2018
... The company completed its acquisition of Melbourne-based financial planning and accounting services firm InterPrac, and online trading platform Morrison Securities during the period. It also migrated its businesses into four core divisions. InterPrac ...

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... invested in our service model for this reason - opening more financial planning offices and broadening our digital and online support." UniSuper now has $10 billion in members' funds under advice. Recent Roy Morgan data shows UniSuper ranks third among ...