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Showing 861 - 870 of 1726 results for "Provisio"

AIA launches digital life insurance advice tool

EMMA RAPAPORT  |  FRIDAY, 17 MAR 2017
Life insurer AIA is partnering with digital financial advice provider SuperEd to develop an online tool for superannuation fund members. The online tool, which will be integrated into AIA's LIFEapp, will provide members with education and assistance ...

Largest Aussie single solar project deal sealed

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
The Commonwealth Bank and Clean Energy Finance Corporation have joined forces with one of Germany's biggest banks in Australia's largest single solar project financing deal to date. As financing partners to Edify Energy and international investor Wirsol ...

Estate agents to become RG146 certified

JAMIE WILLIAMSON  |  TUESDAY, 14 MAR 2017
Real estate agents who provide financial advice around property investment can now undertake a new training course as part of a wider strategy to professionalise the industry. The new RG146 Advice in Real Estate Course has been made available through ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
... efficiency. YBR wealth division general manager Adam Youkhana has introduced a new customer relationship management system, Provisio, that enables 80% of advice recommendations to be written in-house, together with a phone-based advice system for life ...

Super doesn't need tender system: ASFA

DARREN SNYDER  |  FRIDAY, 3 MAR 2017
The Association of Superannuation Funds of Australia is urging the Productivity Commission to reject the consideration of adopting a Chilean-style tender process for default super in Australia. ASFA's latest research paper says adopting the Chilean ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... industry software provider to benefit its network of franchisee owners. YBR will roll out Rubik's scaled advice software Provisio to its franchisees, enabling them to write 80% of advice recommendations in-house. Provisio combines illustration point ...

Centrepoint growing wealth business

KARREN VERGARA  |  MONDAY, 27 FEB 2017
December half-year results for financial advice group Centrepoint Alliance were buoyed by the performance of its wealth division and the sale of its premium funding business. The ASX-listed company's wealth segment reported a 29% EBITDA increase on ...

Investment manager and advice group join forces

JAMIE WILLIAMSON  |  MONDAY, 27 FEB 2017
In an effort to extend its wholesale offering in to a broader retail advisory service, Clime Investment Management formed an alliance with one of Australia's largest non-bank financial advice dealer groups. Aligning with Futuro Financial Services, Clime ...

Unadvised SMSFs ripe for advisers

JAMIE WILLIAMSON  |  THURSDAY, 16 FEB 2017
About 60% of Australia's SMSFs consider themselves to be unadvised, instead receiving their education around incoming super reforms from news and social media platforms. This is a key finding of new research from the SMSF Association and Commonwealth ...

Three for three

BENJAMIN ONG  |  FRIDAY, 3 FEB 2017
Three major world central banks met this week - all three kept monetary policy unchanged, all three expect better growth ahead. The Bank of Japan (BOJ) was first off the bat. The Japanese central bank decided to keep policy settings as they are at the ...