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Showing 991 - 1000 of 4658 results for "Financial Advisers"

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
The Stockbrokers and Financial Advisers Association will now be known by a name that more accurately reflects its membership, the body said. The association has received full member support to change its name to Stockbrokers and Investment Advisers ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
More than ever, financial advisers are turning to managed accounts to better take care of client funds, according to SPDR ETFs and Investment Trends most recent report. According to the research, more than half (53%) of financial advisers are now using ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
Experienced financial advisers that have yet to gain a bachelor's degree or equivalent are caught in the middle of a political maelstrom promising an easier education pathway. With both major parties announcing significant changes to adviser qualifications ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
The number of financial advisers is close to dipping below the 17,000 mark as more than 700 recently exited the industry. As of March 17, the ASIC Financial Adviser Register recorded 17,246 active advisers, Rainmaker modelling of the data reveals. On ...

TAL wins life company award for 2021

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
TAL has taken out the Association of Financial Advisers' 2021 Life Company of the Year Award for the fifth consecutive year. TAL also won the Overall Platinum and Income Protection categories. NEOS Life took home four awards for Service Quality, Trauma ...

Milford adds to global product suite

JAMIE WILLIAMSON  |  THURSDAY, 17 MAR 2022
Milford Asset Management is bringing three new funds to the Australian market, targeting financial advisers and investors looking for globally diversified solutions. The expanded global offering follows Milford's appointment of a head of global equities ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... based on the 18,800 recorded in the December 2021 database. Rainmaker's analysis found that the Association of Financial Advisers came second place with 13% or about 2495. "While there are eight major adviser industry associations, not only are their ...

Macquarie AM goes after US HNWs

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... institutional-quality alternative investment strategies for high-net-worth investors. The company provides financial advisers and their clients access to private equity, hedge funds, and real estate opportunities and strategies. Its offering is structured ...

Startup launches risk retention option

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... financial certainty for them at time when they may need it most. The startup is currently canvassing a network of financial advisers in a bid to maintain the client relationship and help them "deliver on their best interest obligations". KPMG estimates ...

ETF investors soar to 1.7m

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... a further 275,000 investors surveyed said they intend to invest in the strategies over the next 12 months. Financial advisers are also increasingly adopting passive strategies in portfolios. About 27% used ETFs in their core portfolio allocation, up ...