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NEOS, ClearView lead satisfactionBY ELIZABETH MCARTHUR | TUESDAY, 9 FEB 2021 11:16AM
New research from Investment Trends has measured how satisfied risk advisers are with their main life insurers across key service areas, NEOS Life and ClearView on top.
Read more: Advisers, Investment Trends, ClearView, NEOS Life, BDM, King Loong Choi, Zurich
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Find out why 44% of advisers are using managed accounts
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
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