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Showing 161 - 170 of 355 results for "Advice for"

Advisers flock to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 31 JAN 2018
... Kelaher said. "Our Advice Academy remains fully subscribed and shows our commitment to improving the quality of financial advice for all Australians." In the second quarter of the 2018 financial year, IOOF achieved positive net flows of $895 million ...

Group insurance dominates life insurance channels: Poll

KARREN VERGARA  |  MONDAY, 29 JAN 2018
... insurance or income protection online or via mobile devices, up 35% compared to 2016. The internet is a rich source of advice for 28.7% of adults aged between 30 and 60, compared to 24.7% who use a financial adviser, closely followed by 21.9% who call ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
... internet and digital devices to purchase life insurance instead of financial advisers. The internet is a rich source of advice for 28.7% of adults aged between 30 and 60, compared to 24.7% who use a financial adviser, closely followed by 21.9% who call ...

Life insurance consumers shun financial advisers

KARREN VERGARA  |  FRIDAY, 19 JAN 2018
... found consumers preferred to consult the internet when considering life insurance. The internet is a rich source of advice for 28.7% of adults aged between 30 and 60, compared to 24.7% who use a financial adviser, closely followed by 21.9% who call on ...

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
... important for LUCRF Super. Having our own Australian Financial Services Licence (AFSL) means we can provide the best advice for members and customise it based on their needs," Thow said. Thow said LUCRF Super will be engaging with vendors to seek their ...

Impact Investment Group names new CEO

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... chief executive of JBWere and served in a variety of executive roles, namely as chief operating officer and head of advice for New South Wales. Between 2003 and 2009 he worked at Goldman Sachs JBWere in investment services and advisory, and tax. He spent ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... Morrison said he is putting an end to the current system that allows some advisers to become qualified in providing advice for retail customers after only four days of training. The necessary guard rails are being put in place to raise the professional ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness. Speaking at a media briefing prior to the conference beginning yesterday afternoon, Kewin said advisers ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
... explain suitable options for each client. "Competition is essential to drive improvements in the quality and value of advice for consumers. These positive consumer outcomes can only be delivered by addressing the problems that impact financial planners' ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... advice, insurance, mortgage broking or something else altogether. The companies an adviser provides workplace super advice for could potentially scale - this can lead to increased revenue and referral opportunities, the report said. Extending the provision ...

Editor's Choice

Qualitas scores $550m mandate

ELIZA BAVIN
Qualitas won the mandate from a new global institutional investor based in North America.

ASIC alerts licensees to experienced pathway deadlines

ANDREW MCKEAN
ASIC has issued a reminder to the Australian Financial Services (AFS) licensees regarding the upcoming notification obligations related to the new experienced provider pathway.

Coller Capital hires former J.P. MAM executive

KARREN VERGARA
A former J.P. Morgan Asset Management executive has been appointed the lead of Coller Capital's private wealth distribution unit for Australia and New Zealand.

Partners Group launches private infra fund

KARREN VERGARA
Partners Group will launch a new private markets fund for local high-net-worth investors.

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