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Showing 211 - 220 of 355 results for "Advice for"

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... FinaMetrica co-founder and director Paul Resnik said the robo advisor tool was developed to deliver suitable financial advice for NBK's clients. "We are convinced that robo advice will have its most effective application in conjunction with personal ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... says, "under the traditional, non-discretionary model, that's a very difficult thing to do. They have to do a record of advice for each change in asset allocation, send out the paperwork, the client has to sign it and then they can implement it, and ...

FSC, FPA support ASIC user-pay model

ALEX BURKE  |  WEDNESDAY, 2 SEP 2015
... this is to be the case, the Government must also consider the potential flow-on impact of increased costs of financial advice for consumers - especially at a time when the industry is already facing significant new costs relating to complying with other ...

Intra-fund advice can be improved: WSSA

DARREN SNYDER  |  WEDNESDAY, 26 AUG 2015
... Workplace Super Specialists Australia (WSSA) chief executive Douglas Latto believes more can be done to improve intra-fund advice for superannuation members in a system that is currently reactive and lacking penetration. Speaking at the inaugural WSSA ...

QSuper announces new chief executive

DARREN SNYDER  |  MONDAY, 24 AUG 2015
... huge responsibility and one which drives us as a fund to continue to deliver the best possible products, services and advice for our members," Pennisi said. He said Vilgan left a lasting legacy and the pair will work with the board on "ensuring a seamless ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... that excludes indirect costs. "We expect this trend to continue," he said. Macquarie also reported that funds under advice for its wealth management platform are up 19% to $47.4 billion for the year ended March 31, 2015.

SMSF direct property investment jumps 60pct

MARK SMITH  |  FRIDAY, 17 JUL 2015
... stepping outside of its remit in drawing attention to the numbers. "ASIC's responsibility is to look at the provision of advice for SMSFs rather than these sorts of figures. I'm surprise to see them commenting," he said. The Financial System Inquiry ...

Sunsuper and AFA partner for advice

DARREN SNYDER  |  TUESDAY, 9 JUN 2015
... advice. "Like us, Sunsuper believes in advice, is pro-adviser and can help us deliver on our strategic vision of great advice for more Australians," Fox said. Sunsuper national manager retail distribution and advice, Anne Fuchs, said the superannuation ...

Industry reacts to ASIC register update

ALEX BURKE  |  TUESDAY, 2 JUN 2015
... "Whether commissions are being paid or not paid is the factor most likely to impact the quality and independence of advice for consumers. At this stage the register doesn't shed any light on it at all," he said. National Seniors Association chief executive ...

Robo advice questions still unanswered

DARREN SNYDER  |  TUESDAY, 5 MAY 2015
... ironically one of his first jobs at Godfrey Pembroke in 2004 was to shut down YourProsperity, a company doing robo advice for MLC. "But everything has its time and that's not to say it's not right. It shows you the lead times on these things are quite ...