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Showing 1121 - 1130 of 4745 results for "Financial advisers"

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... planning practices and provided financial advice himself, has an exceptional understanding of the demands on financial advisers and the vital role they play in helping ordinary Australians take control of their financial affairs," Synchron director Don ...

New operations chief for advice tech start-up

CHLOE WALKER  |  FRIDAY, 4 FEB 2022
... Zealand's financial planning market. He will also drive the group's business development strategy and work with financial advisers and AFSLs to deliver practice efficiencies. Taylor will report to iFactFind chief executive Paul Moran. "iFactFind is poised ...

AFA opposes clean record requirement

JAMIE WILLIAMSON  |  THURSDAY, 3 FEB 2022
The Association of Financial Advisers (AFA) has said it does not support the 'clean record' requirement proposed within the government's new policy paper on education standards, citing the untested single disciplinary body. Under the proposed changes ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... focusing on under its new majority owner KKR, which injected it with $430 million to transform its operations. Financial advisers can expect improved investment selection processes and managed accounts offering. Advisers can also benefit from increased ...

Online meetings to dominate in 2022

KARREN VERGARA  |  WEDNESDAY, 2 FEB 2022
Financial advisers will continue to host virtual meetings with clients in 2022 but the majority are eager to meet them face to face, a new survey shows. The global survey of 400 US-based financial advisers found that video conferences are expected to ...

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... Fiducian's distribution footprint across South Australia. "We look forward to welcoming People's Choice financial advisers and support staff into the Fiducian family and are confident of a seamless transition into the Fiducian Family culture ...

Morningstar launches ESG focused managed accounts

CHLOE WALKER  |  MONDAY, 31 JAN 2022
The new managed accounts will enable financial advisers to help their clients meet their financial goals while still aligning with their values, according to Morningstar Investment Management (MIM). MIM said the new, hand-picked accounts are diversified ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... escalation of compliance costs and ASIC levies in the financial advice sector and the difficulties faced by financial advisers in providing affordable financial advice have been well documented. Even with the exclusion of product providers from this ...

The future is bright for BT: Rady

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... Matt Rady tells Financial Standard how, despite the industry exodus and the company's own challenges in 2021, financial advisers are increasingly turning to BT Financial Group. Speaking with Financial Standard recently, BT Financial Group chief executive ...

MFS recruits BNP Paribas executive

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... will focus on promoting MFS's broad range of fixed income and equity capabilities to key accounts, independent financial advisers, private wealth, and research relationships. Langlands is based in Melbourne and reports directly to senior managing director ...