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Showing 111 - 120 of 4339 results for "Financial Advisers"

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI  |  MONDAY, 29 JUL 2024
... modern and sustainable products, facilitate future opportunities and consolidate crucial relationships with financial advisers across the industry. He will be supported by Taggart, who joins after more than a decade at Zurich Australia, most recently ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

Betashares launches momentum ETF

ELIZA BAVIN  |  THURSDAY, 25 JUL 2024
... complementary addition to our growing range of innovative investment solutions that assist investors and their financial advisers to implement institutional grade strategies within their portfolios." MTUM changes a management fee of 0.35% per annum of ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
Financial advisers continue to ditch major institutions as more than 500 left in the year to June, Rainmaker analysis shows. Major institutions lost 8.8% of their advisers, with 513 exiting over the 12 months to end up with 5361 at the end of the period. ...

Consultation opens on tax practitioners' registration

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... modernise the registration framework and/or address potential challenges. The consultation is open until August 7. Financial advisers who provide taxation advice no longer had to be registered with the TPB as of 1 January 2022. Allegro Funds acquired ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 and Netwealth platforms this month. It will complement SSGA's three existing risk-based portfolios - ...

Global X set to launch an Australian Bank Credit ETF

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... stability, regular income, and the familiarity of hybrid securities, which have historically been popular with financial advisers and their clients thanks to their quarterly income and franking credits." Global X chief executive Evan Metcalf said fixed ...

Adviser queries jump 40%: AMP

ELIZA BAVIN  |  THURSDAY, 11 JUL 2024
Financial advisers are focused on helping their clients navigate superannuation contributions, transfer balance caps, dealing with a death benefit and home ownership issues, according to the latest data from AMP Advice. TapIn, AMP Advice's technical ...

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
Financial advisers are helping drive the shift to passive funds as they choose exchange-traded funds (ETFs) over active, unlisted managed funds as a core building block in clients' portfolios. According to Investment Trends head of research Irene Guiamatsia ...

Australian ETF industry blazes past $200bn

ANDREW MCKEAN  |  WEDNESDAY, 10 JUL 2024
... with $1.8 billion in net inflows. "There's been a shift so far since the end of 2023 as investors and their financial advisers return to international and Australian equities as market sentiment improves. We expect this trend to continue to drive flows ...