Stockbrokers turn holistic to add value

24-Mar-2017|By Leanne Abbas

The changing dynamics of the financial advice market have led full-service stockbrokers to adopt a more holistic approach to client service that will see them more closely resemble financial planners, according to Investment Trends. Speaking.. Read More

TPD, direct sales in focus as CBA cleared


An ASIC examination of CommInsure's life insurance practices and surveillance processes found “no breaches of the law” in relation to claims handling, but the regulator has called for broader reform of th.. Read More

Fixed income merits long-term vision


Patience and resilience are necessary for investors when positioning fixed income portfolios to deliver a regular income stream in a low growth environment, according to Grant Samuel Funds Management (GSFM). Spe.. Read More

Customised modelling tool stretches savings


An advice modelling tool with the backing of a Silicon Valley venture capital firm has launched in the Australian market, aiming to boost clients’ retirement savings by generating more optimal investment outcom.. Read More

BT Panorama expands end-to-end horizon


Completing client statements of advice (SoAs) and accessing international equities are set to become functionalities of BT Financial Group’s (BTFG) Panorama platform, in a move that will allow advisers and inve.. Read More

Scheerlinck confirmed in AIST top job


The Australian Institute of Superannuation Trustees (AIST) has announced that interim chief executive Eva Scheerlinck will step up to lead the industry body on a permanent basis, following the resignation last year o.. Read More

Opinion – Disrupt yourself to stay in front


One of the most fashionable clichés at present is the word ‘disruption’. Make that ‘digital disruption’ and you are on to a winner if you are a public speaker. Corporates love the.. Read More

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