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Showing 881 - 890 of 2567 results for "Online"

Accessing financial wellbeing: The power of general advice

JAMIE WILLIAMSON  |  WEDNESDAY, 11 OCT 2017
... the theory on how to best utilise general advice and provide examples of digital solutions including Map My Plan's online self-directed financial planning service. The session will also discuss how smart advisers are utilising robo-advice technology ...

New research director joins APP Securities

ALEX BURKE  |  WEDNESDAY, 11 OCT 2017
... encompasses risk assessments, trade execution, portfolio monitoring and rebalancing and other services, including a secure online messaging platform to connect with APP Securities brokers.

The 50 names you need to follow

DARREN SNYDER  |  TUESDAY, 10 OCT 2017
... case studies on protection from cybercrime and explore what advisers can do to help protect their clients to stay safe online. To view the full AFA 2017 National Adviser Conference Program click here. Celebrating 40 years of AFA conferences, AFA vice ...

AMP improves adviser mental health training

KARREN VERGARA  |  TUESDAY, 10 OCT 2017
... organisation, the Black Dog Institute, as part of Mental Health Awareness Week (October 8 to 14). AMP recently launched an online Life Insurance Framework (LIF) resource to help prepare advisers for the 1 January 2018 legislative changes.

Industry helps shape new adviser expectations

JAMIE WILLIAMSON  |  FRIDAY, 6 OCT 2017
... regulators, academics, industry and professional association members provided feedback, in addition to over 60 interviews, online voting and 1600 comments received by the Beddoes Institute. "This truly is an exciting moment because through collaboration ...

SuperConcepts chief joins Macrovue board

ALEX BURKE  |  FRIDAY, 6 OCT 2017
... working closely with Sid and the team, especially given that SMSF investors are heavily exposed to equity portfolios. As an online investment platform Macrovue makes it easy to invest in both Australian and international shares." Finch added: "Macrovue's ...

Digital assets overlooked in estate planning

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2017
... media accounts, emails and banking records. Digital assets also include iTunes accounts, medical records, domain names, online businesses and bitcoins. This lack of understanding presents potential problems for individuals and businesses, particularly ...

BigTech: The next frontier for high-net-worth investors

EMMA RAPAPORT  |  FRIDAY, 29 SEP 2017
... emerging-market HNWIs," the consultant said. Capgemini noted HNWIs have high expectations of increased efficiency, transparency, online excellence, and innovation, as is often offered by BigTech. However the consultant did reassure everyone not to panic ...

Life insurers challenged by waning planner loyalty

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2017
... extends across the entire value chain. "Insurers need to provide support from the back end, through seamless underwriting and online applications, all the way to the front end, by assisting planners with client engagement and education," Choi said. "Insurers ...

ASIC confirms new CIO

ALEX BURKE  |  FRIDAY, 22 SEP 2017
... legacy ones), using a "common language that supports consistent recording, reporting and analysis" and developing a new online presence "to support improved stakeholder interaction and better collection of digital data."