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Showing 1171 - 1180 of 4744 results for "Financial advisers"

Are managed accounts living up to the hype?

ELIZABETH MCARTHUR  |  THURSDAY, 25 NOV 2021
... value proposition and investment quality. "Has the implementation time and consistency actually improved for financial advisers? Has advice documentation and admin actually reduced?" Bevan asked. Younger said as a licensee he is on the fence about whether ...

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver efficiency across the end-to-end advice experience. Rutty joins WealthO2 from Temenos, where she was senior customer ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

AMP Capital retains management of AWOF

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... the best interest of unitholders after seeking advice from an independent advisory committee, lawyers, and financial advisers. AMP Capital was in the running to manage AWOF against two other shortlisted competitors. As a result of its continued management ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool of 19,238 are women. The ratio is reflected across aligned and non-aligned AFSLs. Aligned AFSLs edge ...

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... few years are a problem that needs to be fixed rather than a trend. Speaking on a panel at the Association of Financial Advisers national conference in September, AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do ...

Link to provide due diligence information

ANNABELLE DICKSON  |  MONDAY, 15 NOV 2021
... an expectation of future price gains." The Link board has since appointed Macquarie Capital and UBS as its financial advisers and Herbert Smith Freehills as its legal adviser.

BetaShares introduces suite of ethical SMAs

RACHEL ALEMBAKIS  |  FRIDAY, 12 NOV 2021
BetaShares has become the first ETF manager to launch ethical SMAs for financial advisers, with four new products on offer. This represents a milestone for BetaShares, becoming the first Australian ETF manager to successfully bring an ethical direct ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... taking the total figure back to July 2015 levels of 19,238. "The freeze in the per adviser levy will provide financial advisers with the certainty they need over the next two years to deal with the impacts of COVID-19 and further regulatory reforms making ...