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Showing 1161 - 1170 of 9814 results for "Advisers"

Advice firms must scale up to meet demand: AZ NGA

CASSANDRA BALDINI  |  WEDNESDAY, 6 DEC 2023
... strengths exhibited by SMEs with the capabilities unique to large companies, bringing together the best of both worlds for advisers and business owners. "As advice businesses grow and increase in size, smaller firms will struggle to deliver a compelling ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... financial advice providers in the country. The acquisition of the firms, both based out of Adelaide, will see veteran advisers Steven Hampel and Rex Whitford join the Coastal Advice team. While RI Brighton specialises in superannuation, pensions, and ...

HNWs require specialist expertise: Report

CHLOE WALKER  |  TUESDAY, 5 DEC 2023
To better serve high-net-worth (HNW) clients, financial advisers require a broader range of specialist expertise to meet their complex needs, according to HUB24. HUB24's latest whitepaper, Directing the matrix: meeting the needs of high-net-worth clients ...

Pendal manager joins Barings

ELIZABETH FRY  |  MONDAY, 4 DEC 2023
Barings continues to bolster its regional team by adding another Sydney executive. The US$351 billion investment manager aims to hire several new staffers for its institutional, wealth and retail businesses in Australia, Greater China and Southeast ...

E&P chief exits early

KARREN VERGARA  |  MONDAY, 4 DEC 2023
... in-house product, the Masters Residential Property Fund (URF), for $16 million. Shine alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider ...

Responsible investment key to wealth transfer conversation

RACHEL ALEMBAKIS  |  MONDAY, 4 DEC 2023
Advisers who incorporate responsible investment into conversations about intergenerational wealth transfer see higher client satisfaction than those who don't, according to new research from Australian Ethical. Australian Ethical released Opportunity ...

Allianz Retire+ adds 'industry first' feature to AGILE

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... offering to provide a choice for both of these circumstances to deliver greater certainty of income and flexibility for advisers and their clients," Aboud said. "We are committed to continually refining and updating our solutions to meet the demands ...

Industry needs better retirement advice blueprint: Expert

KARREN VERGARA  |  THURSDAY, 30 NOV 2023
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says. Optimum Pensions ...

Link names retirement, super product lead

JAMIE WILLIAMSON  |  THURSDAY, 30 NOV 2023
... our product strategy and design from beginning to end, to better deliver for our clients, their members, employers, and advisers. Link Group has a long history of outstanding fintech solutions, and I am excited to continue to lead in this space." Meantime ...

FCA mulls capital requirements for firms giving bad advice

ANDREW MCKEAN  |  THURSDAY, 30 NOV 2023
... UK's Financial Conduct Authority (FCA) has proposed mandating personal investment firms, commonly known as investment advisers, to pre-emptively calculate and secure sufficient capital for potential redress liabilities. The financial regulator is also ...