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Showing 1271 - 1280 of 9814 results for "Advisers"

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... distinct distribution channel, in addition to institutional clients. This is in addition to the demand from financial advisers for access to its global strategies. Natixis has built a distribution platform that can partner with not just the super funds ...

TAL launches new look Accelerated Protection range

JAMIE WILLIAMSON  |  MONDAY, 11 SEP 2023
... BMI requirement has been removed. "We regularly review our propositions to ensure they continue to meet the needs of advisers and their clients, and we have identified opportunities with our redesigned Accelerated Protection products to extend our proposition ...

Industry high flyers join JANA board

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... new directors will join Jim Lamborn and John Coombe, both of whom hold executive director roles on the JANA Investment Advisers board.

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
The highly anticipated legislation that recognises veteran financial advisers as professionals and exempts them from undertaking further qualifications has passed both houses of parliament. The Labor government passed Treasury Laws Amendment (2023 Measures ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... sensible way." OpenInvest head of distribution Ravi Verma also highlighted the severe consequences of reduced financial advisers. "The dramatic loss of advisers across the industry in recent years and the work required to service a client under the traditional ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
... decisions." Also commenting, OpenInvest head of distribution Ravi Verma said: "The rules around personal advice and the loss of advisers across the industry mean that advice firms that want to reach and help the broadest possible audience can't do ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... body said its inaugural ReCALIbrate program will provide $2000 in grants to support the attendance of five female risk advisers at the Financial Advice Association Australia. To continue fostering the engagement of women in the industry, CALI further ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

BlackRock to launch US Treasury Bond ETF

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
The iShares US Treasury Bond ETF (IUSG) will soon be available to local financial advisers and investors, offering exposure to some of the most liquid securities in the world. Priced at 15 basis points, which according to BlackRock is 25% cheaper than ...