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Showing 91 - 100 of 210 results for "Independent Financial Adviser"

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... Netwealth joint managing director Matt Heine described it as a compelling offer for the Australian independent financial adviser (IFA) market. "The new platform combines Netwealth's market leading technology with Russell Investments award winning multi-asset ...

Life insurance ranks lowest in customer satisfaction

ALEX BURKE  |  THURSDAY, 23 FEB 2017
... who did so via an insurance broker (67.1%), institutionally-aligned financial planner (64.6%) or independent financial adviser (58.4%). Of the 13 largest life and risk insurers, Allianz rated the highest in terms of customer satisfaction at 75.7%. Insuranceline ...

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Asset managers looking to win business in an increasingly outsourced world must consider becoming multi-asset specialists, according to new research from Cerulli Associates. The Cerulli Edge - Global Edition found that a shift in focus to selling multi-asset ...

SMSFs encouraged to embrace fintech

DARREN SNYDER  |  FRIDAY, 25 NOV 2016
SMSF members need to embrace fintech to minimise the erosion of returns and add simplicity to the costs of both asset ownership and administration. Managed account software provider MA Operator says many SMSFs are paying for services they don't need ...

Top boutique in first push for new investors

MARK SMITH  |  FRIDAY, 30 SEP 2016
One of the top performing fund managers in Australia, Ophir Asset Management, is looking to partner with family offices and independent financial advisers in a bid to attract long-term high net worth investors. From inception in August 2012 to the end ...

Federal Court approves Zurich's Macquarie acquisition

ALEX BURKE  |  MONDAY, 26 SEP 2016
... Following the acquisition, Zurich will become Australia's fourth-biggest retail life insurer in the independent financial adviser segment. Macquarie Life staff will transfer to Zurich and Zurich's customer-base will grow by 60%. Zurich Life and Investments ...

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
... brands and marketing campaigns. "At Implemented Portfolios we are out and proud supporters of the independent financial adviser community and part of our strategy behind the Branded IMA solution was to support the existing business operations of IFA ...

BNPP IP appoints head of advice

DARREN SNYDER  |  THURSDAY, 4 AUG 2016
BNP Paribas Investment Partners named James Langlands as its head of advice business for Australia and New Zealand. Langlands' responsibility will be to grow funds under management for BNP Paribas Investment Partners by working with dealer groups, private ...

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
UK pension, investments and insurance giant Aviva has hired a fresh team of face-to-face advisers three years after scrapping its 120-strong team. The move marks the return of aligned advice - the new advisers will be restricted to recommending only ...