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Showing 1211 - 1220 of 9814 results for "Advisers"

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct - offers an "AutoPilot" feature, streamlining the process ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
... in the value of advice, and we view managed accounts as a key way we can provide an improved investment experience for advisers and their clients," CFS group executive - distribution Bryce Quirk said. "Utilising best-of-breed portfolio management capability ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... Insignia said, clocking $248 million in net flows. "We are pleased to see the uptake in our managed account solutions, as advisers look for ways to streamline operations and generate improved outcomes for clients. Their continued growth demonstrates ...

Renato Mota to leave Insignia Financial

JAMIE WILLIAMSON  |  FRIDAY, 20 OCT 2023
... by plans to transform the advice business, consolidating all self-employed licensees into one brand to be owned by the advisers via a new equity model, while Godrey Pembroke was to be completely divested and a buyer sought for Millennium3. In August ...

Netwealth to distribute private markets offering

ANDREW MCKEAN  |  THURSDAY, 19 OCT 2023
... will offer access to wholesale managed funds through its Wealth Accelerator Multi Asset Portfolio service. Additionally, advisers can tap into a range of private market investments, including limited partnerships and non-Australian domiciled funds, sourced ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... their financial legacy, nearly half lack confidence in how to achieve their goals - a gap that Fidelity argues financial advisers are ideally placed to address. At the report launch on Tuesday, Fidelity International head of wholesale sales Simon Glazier ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external distribution ...

AIA restructures retail insurance unit

CASSANDRA BALDINI  |  WEDNESDAY, 18 OCT 2023
... combined. The life insurer said the change will unite the key touchpoints in the retail-advised purchasing journey, offering advisers more straightforward processes to assist their clients. Chief partnership distribution officer Sam Tremethick has been ...

Life insurance industry profits double, premiums rise: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
... efficiencies to further improve profit levels." Also, although lapse rates for policies secured through independent financial advisers (IFAs) grew, the overall count of individuals insured has stabilised, following a multi-year decline. "We can see the ...

BlackRock unveils new gold ETF

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
The BlackRock iShares Physical Gold ETF (GLDN) will soon be available to financial advisers and investors, offering exposure to physical gold at a low cost. Priced at 18 basis points (or 0.18%), GLDN reflects the fund manager's commitment to providing ...