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Showing 871 - 880 of 2027 results for "Application"

Fee models an art, not a science

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... client's lives is crucial." Throughout the session advisers are set to gain insight into the theory and practical application of integrating fees into a risk advice business. Fox will cover off more on the theory, as will Elixir Consulting business coach ...

Adviser tops the class for education excellence

DARREN SNYDER  |  THURSDAY, 12 OCT 2017
... their commitment to professional development which is judged on four criteria - formal education (50%), practical application of that education (30%), contribution to the profession through education (10%) and contribution to their community through ...

Technology will shape financial services

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
Financial advisers must challenge themselves to see where technology can add value to their business models if they wish to remain relevant in the coming years. That was the key theme of a presentation delivered by futurist Chris Riddell at the 2017 ...

Global $1.2tn manager buys Australian firm

ALEX BURKE  |  TUESDAY, 3 OCT 2017
An international asset manager with more than $1.2 trillion in assets is boosting its Australian presence with its first major local acquisition. Natixis Global Asset Management purchased 40% of Investors Mutual (IML) for $120 million from Pacific Current ...

Former Financial Wisdom adviser banned

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... pasting customer signatures onto a letter nominating Houghton as their adviser; Completed and submitted insurance application forms on behalf of clients with incorrect information; Failed to make reasonable enquires into clients' relevant objectives ...

UK regulator increases support for new starters

JAMIE WILLIAMSON  |  FRIDAY, 29 SEP 2017
... barriers to entry," she said. Phase one of the hub, to be launched in October, will involve offering new firms pre-application meetings, dedicated case officers and access to the new website portal. In the New Year the FCA plans to roll out expanded ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
Almost half of all financial planners cut ties with at least one life insurer in the last 12 months and a further 27% intend to follow suit. Investment Trends' annual Planner Risk report for 2017 shows a record 47% of planners changed life insurer last ...

Former StatePlus MD joins Australian Ethical

EMMA RAPAPORT  |  FRIDAY, 22 SEP 2017
Two billion dollar superannuation fund Australian Ethical continues to eye growth with the appointment of a new non-executive director to its board. Former StatePlus managing director Michael Monaghan brings more than 30 years' experience to the board ...

AMP launches LIF-ready resource

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
AMP launched an online Life Insurance Framework (LIF) resource aiming to prepare advisers for the 1 January 2018 legislative changes. The resource hub features video tutorials and a cashflow modeller that assesses the impact different remuneration structures ...

Sole fund closed by Australian equities manager

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
Integrity Investment Management terminated its only fund with immediate effect last Friday as its founder prepares for a sabbatical. An announcement on the firm's website explains the Integrity Australian Share Fund has ceased to accept applications ...