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Showing 961 - 970 of 2027 results for "Application"

Former adviser receives jail sentence

KERRIE SYDEE  |  WEDNESDAY, 16 NOV 2016
A former financial adviser was sentenced to seven years imprisonment following charges brought by ASIC. Darren Wise, formerly of Rhodes New South Wales, pleaded guilty to one count each of forgery and using forged documents fraud. Wise will be eligible ...

Advisers drive annuities growth

KERRIE SYDEE  |  TUESDAY, 15 NOV 2016
... using annuities in combination with an account based pension when constructing retirement portfolios. "The streamlined application process and consolidated reporting benefits of annuities on platform means more advisers are now seeing they can meet the ...

Digital advice as commonplace as internet banking

ALEX BURKE  |  FRIDAY, 11 NOV 2016
... much as they did with internet banking. "When internet banking first started, people realised that it was a perfect application for banking, but the banks said, 'Woah, hang on, it's not safe. The internet is okay to use for doing a silly search or buying ...

Adviser Network sets focus on super consolidation

KERRIE SYDEE  |  THURSDAY, 10 NOV 2016
Adviser Network has unveiled a new super consolidation tool in a bid to curb the growth of unclaimed superannuation in Australia. To help address the issue, Adviser Network has developed SuperFusion Plus, a simple super consolidation tool which allows ...

FPA reveals awards shortlist

KERRIE SYDEE  |  WEDNESDAY, 9 NOV 2016
The Financial Planning Association has announced the shortlist for all six categories of the 2016 FPA Awards ahead of the FPA Professionals Congress in Perth. The awards are designed to celebrate individuals and businesses who demonstrate commitment ...

ANZ improves OneCare for advisers

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
... streamlined through the inclusion of a new electronic pre-assessment tool in conjunction with enhancements to the application process to allow clients to complete their Personal Statement online, or over the phone. "These enhancements ensure our life ...

CBA in world-first blockchain transaction

JAMIE WILLIAMSON  |  TUESDAY, 25 OCT 2016
The Commonwealth Bank and Wells Fargo have embarked on the first global trade transaction between two independent banks via blockchain. The transaction involved a shipment of 88 cotton bales from Texas to Qingdao, China using a distributed ledger known ...

Equititrust CEO remains permanently banned

KERRIE SYDEE  |  THURSDAY, 20 OCT 2016
... founding director of Equititrust remains permanently banned from providing financial services after withdrawing his application to the Administrative Appeals Tribunal for a review of ASIC's decision. Mark McIvor was permanently banned from providing ...

CalSTRS seeking ESG managers

JAMIE WILLIAMSON  |  TUESDAY, 18 OCT 2016
The California State Teachers' Retirement System is on the hunt for up to six additional public equity investment managers focusing on ESG. According to CalSTRS chief investment officer Christopher J. Ailman, the US pension fund is looking for managers ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
... traditionally not provided data feeds to the industry. The ability to capture all of this disparate information in the one application allows advisers to provide a portfolio view of the total client position. InvestmentLink chief technology officer ...