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Showing 1061 - 1070 of 4745 results for "Financial advisers"

Franklin Templeton hires sales director

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
Franklin Templeton Australia has added a new sales director, overseeing independent financial advisers and private banks. Michael Bowen takes on the role, joining after a short stint with Investors Mutual as relationship manager, strategic groups. Bowen ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... that draws top-tier client and advisers to their firms." Founded in 2015, Koda Capital has 39 partners and 28 financial advisers, overseeing more than $10 billion in client funds.

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... their clients and the future success of the industry as a whole." Praemium and Business Health estimate 53% of financial advisers are using managed accounts while 40% of them are using them for clients with less than $100,000. The research is based on ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... and insurance brokerages. "It's great to have Ryan join the team and strengthen the support we offer to financial advisers, especially as the industry faces increased scrutiny and change," Bell Direct's head of distribution and marketing Tim ...

Pallas Capital adds key distribution role

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
... State. At Pallas, King will be responsible for distributing the firm's fund to wholesale intermediaries and financial advisers. The role is part of the business' continuing growth strategy, King told Financial Standard. He will report to executive director ...

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... solutions provider focused on solving critical business issues, driving efficiencies and cost savings not just for financial advisers but for the broader wealth industry," Whelan added. At the time of the rebrand, Whelan said: "At DASH, we see ourselves ...

Six cases brought against Westpac now finalised

JAMIE WILLIAMSON  |  FRIDAY, 22 APR 2022
... superannuation case involving members being charged premiums that included commissions and some paying commissions to financial advisers through their premiums despite commissions having been banned. This impacted just shy of 10,000 members. Another ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. The number of financial advisers using BT Panorama's digital consent increased over five times in the quarter compared to the prior corresponding period, with ...

Vanguard overhauls distribution leadership

JAMIE WILLIAMSON  |  TUESDAY, 19 APR 2022
... strategic growth and change as we continue to build out our service offering for individual investors and the financial advisers who serve them," Shrimski said. Vanguard announced in October 2020 that it would hand back all institutional mandates, also ...