| Search Results | Showing 1 - 10 of 100+ results for "financial advice" |
| | | ... engagement. Morningstar director of manager research for Asia Pacific Tim Murphy will lead the new service. "With the financial advice industry going through an unprecedented period of change, we are seeing increasing demand from firms to work with a ... |
| | | | ... due to be established by industry associations under professional standards reform. From the start of 2020 the financial advice Code of Ethics will become law and financial advisers will be expected to meet the code's standards. ASIC will be able to ... |
| | | | ... behavior" that came to light at the Royal Commission, in which AMP was shown to have charged customers substantial financial advice fees without delivering a service. CHOICE also lambasted AMP for having "the lowest customer satisfaction ratings on record" ... |
| | | | ... January 2020. Forman was previously national manager at BT Financial Group where she led a large team providing financial advice to customers of Westpac. She is taking over from acting group executive advice Graeme Arnott who was reappointed deputy chief ... |
| | | | ... enterprise-grade solution to meet customers' needs, but with the simplicity of a start-up. "Consumers want a financial advice experience that provides the type of service they value most highly, while also meeting their expectations on security, privacy ... |
| | | | ... funds at Nuveen Investments, Bergman founded Envestnet in 1999 on the premise that technology could change the financial advice industry. The company provides wealth management technology and products to financial advisers and institutions. Its technology ... |
| | | | Most Australian employers understand access to financial advice through default super is important to their employees, latest research shows. State Street Global Advisors 2019 Global Retirement Reality Report (GR3) reveals 61% of Australian employers ... |
| | | | ... and superannuation funds, have much more realistic expectations. Referring to the changes in the Australian financial advice industry that have resulted in many advisers leaving the industry, Mather said: "We are going to see more unadvised investors ... |
| | | | ... United Financial Advisers Association (formerly known as the Life Insurance Consumer Group) has attacked the key financial advice bodies in a scathing open letter detailing the concerns raised by advisers at its recent inaugural conference. The UFAA ... |
| | | | A financial advice industry veteran has called for a return to the mutual model, saying the sector has lost focus and a sense of purpose. Property Funds Management Australia chief executive Barry Daniels has said there is still hope for the industry ... |
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| | JAMIE WILLIAMSON | 12:44PM MLC Life has added a head of new fund partnerships to its growing group insurance capabilities. | JAMIE WILLIAMSON | 12:42PM The Fund Manager of the Year has been named at the eighth annual Zenith Fund Awards, with the winner also taking out top honours for infrastructure and international equities excellence. | | | ELIZABETH MCARTHUR | 12:20PM The Financial Conduct Authority in the UK has fined Tullett Prebon £15.4 million, citing "lavish entertainment" and lack of effective controls. | ELIZA BAVIN | 11:55AM Perpetual has reported a $1.1 billion decrease in funds under management for the first quarter of 2020, while Pendal suffered a $900 million drop in FUM for the quarter ended September 30. |
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