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Showing 71 - 80 of 186 results for "IFA"

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... AMP. Netwealth has also recently exceeded $10 billion in FUM, attributed to strong inflows and continued growth across the IFA, private client and wealth management sectors.

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... of each company, with a view to achieve the following objectives: Expand and grow ClearView's distribution network in the IFA channel Enhance quality of the strategic advice to be provided by aligned advisers Increase recruitment and productivity of ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...

Implemented Portfolios launches branded IMA

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... adviser community and part of our strategy behind the Branded IMA solution was to support the existing business operations of IFA firms," Burridge said.

Multi-asset mandate reflects investment environment

DARREN SNYDER  |  TUESDAY, 5 JUL 2016
... best of breed investment solutions to investors and advisers and they continue to demonstrate a strong alignment with the IFA market. Russell Investments was delighted to be selected by Netwealth in this highly competitive environment." Netwealth added ...

Two advice firms to get managed accounts

MARK SMITH  |  WEDNESDAY, 22 JUN 2016
... "Both groups will also benefit from the investment expertise of Beulah Capital who continue to work closely with boutique IFA groups wanting to develop and implement a unique investment proposition for their clients." Andrew Brown, director at Ashfords ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
Independent automated investment adviser Ignition Wealth has partnered with a leading SMSF administrator. Triple A Super provides administration, taxation, deed and transition services for SMSF advisers and accountants. Through the Ignition Wealth partnership ...

Zurich hires head of digital

MARK SMITH  |  THURSDAY, 19 MAY 2016
... the chief architect of Zurich's market leading daily data feed solution. "Marc has a well-deserved reputation amongst the IFA community as a digital pioneer and fintech advocate, and we are excited to welcome him back," said Kewin.

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... Michael Heine told his guests how several industry trends have worked in favour of the business, including the growth of the IFA channel and their bigger competitors divesting or restructuring their wealth and advice businesses in recent years. To maintain ...