Search Results | Showing 91 - 100 of 7617 results for %22Financial advisers%22 |
| | | ... diversified business." He said the combined business will deliver added benefits to its network of accountants, financial advisers, and their clients. "Our members and their clients will have access to a range of new services offered by Diverger, along ... |
| | | | The number of financial advisers authorised to advise on managed discretionary accounts (MDAs) has dropped just 6.1% in the past three years, despite the total number of advisers falling much more. According to analysis by Rainmaker Information, there ... |
| | | | Artificial intelligence could threaten financial stability, forcing novel macro-prudential strategies, according to US Securities and Exchange Commission (SEC) chair Gary Gensler. In a speech at Yale Law School, Gensler described AI as having "tremendous ... |
| | | | Despite seeing an influx of independent financial advisers' (IFAs) business, AMP continues to seek alternatives for its advice unit as it reports another loss. In the first half of the 2024 financial year, the wealth firm recorded a 33% year on ... |
| | | | ... when they left. It has dropped 10 staff since December 2022, it said. Elsewhere, Fiducian reported having 80 financial advisers on its books, evenly split across salaried and franchisee arrangements. Of its $4.7 billion in funds under advice, 51% is ... |
| | | | ... been mandated for seven years to upgrade Challenger's technology that will ultimately affect customers, financial advisers, and institutional clients. The transformation involves replacing Challenger Life's core annuity registry with global insurance ... |
| | | | ... services, based on their original qualification. These changes, nevertheless, come with transition costs for financial advisers and AFS license holders, including one-off implementation expenses. Advisers may also face increased compliance demands and ... |
| | | | Martin Morris will become Centric's chief client officer after a six-month stint at Sequoia Financial Group (Sequoia). In his new role, Morris will lead efforts to strengthen Centric's relationships with its clients and improve their overall ... |
| | | | Colonial First State (CFS) has unveiled CFS 10X, a new offering designed to help ambitious financial advice practices grow. CFS 10X aims to support the advice community by offering a calendar of dedicated events and webinars. The program is divided ... |
| | | | ASIC has issued its final reminder to the 757 financial advisers who have yet to register with the corporate regulator. As of February 6, ASIC counted many relevant providers who have outstanding registrations. They have until February 16 to get cracking ... |
|
