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Showing 891 - 900 of 2027 results for "Application"

Digital revamp for Citi wealth arm

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2017
... bank was possible by partnering with fintechs and is one of the first banks in the Asia-Pacific region to open up its application programming interface (API) to the public. Last November, more than 1000 developers and tech firms registered for Citi's ...

Association launches retirement savings research hub

JAMIE WILLIAMSON  |  TUESDAY, 18 JUL 2017
The SMSF Association will establish a 'policy think tank' to provide thought leadership for the retirement savings market on financial and non-financial issues. The Global Centre of Excellence for Retirement Savings will be based in Adelaide and will ...

ANZ Wealth enhances life insurance process

KARREN VERGARA  |  MONDAY, 17 JUL 2017
ANZ Wealth launched a life insurance pre-assessment tool that reduces the application waiting time up to 48 hours. The OneCare Pre-Assessment Wizard aims to assist financial advisers understand the potential underwriting outcomes for certain medical ...

MetLife restructures US and UK operations

JAMIE WILLIAMSON  |  TUESDAY, 11 JUL 2017
Global life insurer MetLife will cease to write individual insurance policies in the United States, having established a new firm to house its domestic retail life and annuity insurance divisions. MetLife received final regulatory approval from the ...

ASIC bans ex-AMP adviser

KARREN VERGARA  |  TUESDAY, 27 JUN 2017
ASIC permanently banned a Perth-based financial adviser for acting dishonestly and breaching his best interest duties in providing superannuation and insurance advice. David Fong was an authorised representative of AMP Financial Planning between January ...

Regulator bans adviser for seven years

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
... commissions received from the issuer of the insurance to the client less his own expenses and to have created insurance application forms, client file notes and profiles and statements of advice containing false information. At the time of the offences ...

HUB24 lures BTFG executive

KARREN VERGARA  |  FRIDAY, 23 JUN 2017
Listed wealth management platform HUB24 appointed Craig Lawrenson as its chief operations officer. Lawrenson will start his new role in mid-August after serving more than 20 years at Westpac subsidiaries BT Financial Group and Asgard. He most recently ...

Lonsec grows retirement panel membership

KARREN VERGARA  |  THURSDAY, 22 JUN 2017
Challenger is the latest to join Lonsec's thought leadership panel aiming to provide financial planners insights and solutions when it comes to advising clients on retirement. Lonsec Retire is an initiative between the research firm and actuarial provider ...

Old technology costing advice industry

EMMA RAPAPORT  |  THURSDAY, 15 JUN 2017
... an excel spreadsheet to a client." YTML are assisting advisers to convert their Excel-based systems into an online application that can automatically generate documents including statements of advice and graphs via their proprietary technology Highlighter. ...

Centrepoint to deliver efficiency via tech

JAMIE WILLIAMSON  |  TUESDAY, 13 JUN 2017
Financial advisers in the Centrepoint Alliance network will benefit from a new partnership delivering virtual workspaces. Through integration with Suitebox, advisers will enjoy video conferencing and digital document signing as well as highly secure ...