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Showing 881 - 890 of 1541 results for "Connect"

Successful advisers integrate estate planning

KARREN VERGARA  |  FRIDAY, 22 SEP 2017
Successful financial advisers know how to broach estate planning early in the client relationship and take the initiative to involve the next generation in these conversations, a legal expert says. According to Australian Unity national manager of estate ...

Advice industry wasting potential on old models

KARREN VERGARA  |  WEDNESDAY, 20 SEP 2017
... enough to increase the value of their practice when the time calls for a successful exit and comfortable retirement. Tynan Connect Financial Service Brokers chief executive Paul Tynan said advice practice owners' profit margins are not only eroding ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
Retail and sophisticated investors can now view live Australian impact investment opportunities through one public portal. From today the Impact Investing Hub is running its Current Deals Library, which lists live impact investment opportunities and ...

Impact investment in real-time

DARREN SNYDER  |  MONDAY, 18 SEP 2017
Retail and sophisticated investors can now view live Australian impact investment opportunities through one public portal. From today the Impact Investing Hub is running its Current Deals Library, which lists live impact investment opportunities and ...

Record turnout drives Managed Accounts Forum success

KARREN VERGARA  |  MONDAY, 18 SEP 2017
... Managed Accounts. More than 260 delegates attended the event, including numerous advisers who seized the opportunity to connect with managed accounts providers to gain all the know-how needed to successfully implement managed accounts in their business. ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... how they choose to." He added Centrepoint's overall vision is to continue adding relevant services so that advisers can connect when they need a particular solution, conducting comprehensive due diligence when choosing who to partner with. "We believe ...

The rise and impact of insurtech

JAMIE WILLIAMSON  |  THURSDAY, 14 SEP 2017
Legacy systems and antiquated business models of the global insurance industry are beginning to see significant disruption, prompting traditional insurers to up their game to get ahead of the curve and presenting prime opportunities for collaboration. ...

More clarity needed in key person risk management: Report

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
ESG researcher Regnan is calling on large corporates to provide greater disclosure around management of human capital, saying long-term investors should have greater oversight of strategic approaches to managing key people whose contribution - or lack ...

Robo-adviser scores investment banking partnership

ALEX BURKE  |  WEDNESDAY, 30 AUG 2017
... trade execution, portfolio monitoring and rebalancing and other services, including a secure online messaging platform to connect with APP Securities brokers. "Embracing digital financial advice will allow us to provide our clients with the latest in ...

ASIC raises concerns over NSX listings

KARREN VERGARA  |  TUESDAY, 29 AUG 2017
The corporate regulator has raised a number of "concerning trends" in the way some foreign companies are admitted on the National Stock Exchange of Australia (NSX). In ASIC's review of NSX listing standards between July 2013 to August 2016, the regulator ...