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Showing 1011 - 1020 of 4658 results for "Financial Advisers"

Implemented Portfolios launches ESG models

CHLOE WALKER  |  TUESDAY, 1 MAR 2022
... "That's why we have expanded our offering to include a suite of specifically ESG Aware Model Portfolios, so that financial advisers utilising our service aren't spending hours and hours having to research, build and maintain these managed accounts on ...

Value strategy drags Clime's performance

KARREN VERGARA  |  MONDAY, 28 FEB 2022
... funds under advice reach $4 billion in the six months, flagging that it is seeing an uptick in the number of financial advisers in its books despite the broader industry experiencing a rapid decline. On February 24, Clime finalised its 75% ownership ...

Mirae to launch local ETF suite

KARREN VERGARA  |  FRIDAY, 25 FEB 2022
... the firm in July 2021, will prioritise his efforts in rapidly building Global X in Australia, starting with financial advisers. Earlier that year, TA Associates took about a 50% stake in BetaShares Holdings, replacing Mirae's holding and some minority ...

BT unveils new brand campaign

CHLOE WALKER  |  WEDNESDAY, 23 FEB 2022
... and chief investment officer Corrin Collocott. The documentary will explore trends and considerations facing financial advisers and investors in 2022 and beyond, BT said. "Doing things differently is very much at the heart of this new era for BT and ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
Clients want to hear better communication from financial advisers and more regularly, new research of independent financial advisers reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice ...

HUB24 continues growth trajectory

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... acquisition of Class during the period to allow it to provide integrated technology, platform and data for financial advisers and accountants. The company will soon announce the appointment of a chief growth officer, a new role at HUB24 designed lead ...

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... watching with keen interest." Based on a detailed review and audit of the features and functionality offered to financial advisers by 13 leading investment platforms in Australia, the report provides an in-depth study of investment platforms used by ...

LifeBid bolsters team

ELIZABETH MCARTHUR  |  MONDAY, 21 FEB 2022
... Katherine Hayes, who is co-founder of Hayes & Co Insurance Services and NSW and ACT director for the Association of Financial Advisers (AFA), has joined the board. She joins Zurich chief distribution officer Kieran Forde, TAL executive general manager ...

Expansion strategy boosts Sequoia results

KARREN VERGARA  |  FRIDAY, 18 FEB 2022
... results in the interim reporting period. The professional services division, which provides licensed services to financial advisers, as well as SMSF solutions, general insurance broking and legal document establishment services to accountants and stockbrokers ...

Advisers optimistic about revenue growth

KARREN VERGARA  |  THURSDAY, 17 FEB 2022
Financial advisers are expecting a bumper year ahead, optimistic that revenue and operations will improve as lockdowns lift and pandemic worries ease. The majority of advisers canvassed by CoreData and Colonial First State expressed this sentiment ...