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Showing 111 - 120 of 8826 results for "advisers"

Fiducian reports strong first half, flags growth plans

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2024
... when they left. It has dropped 10 staff since December 2022, it said. Elsewhere, Fiducian reported having 80 financial advisers on its books, evenly split across salaried and franchisee arrangements. Of its $4.7 billion in funds under advice, 51% is ...

Challenger overhauls IT, awards mandate

KARREN VERGARA  |  TUESDAY, 13 FEB 2024
... been mandated for seven years to upgrade Challenger's technology that will ultimately affect customers, financial advisers, and institutional clients. The transformation involves replacing Challenger Life's core annuity registry with global insurance ...

Too many Aussies eligible for wholesale products: FSC

ANDREW MCKEAN  |  TUESDAY, 13 FEB 2024
... services, based on their original qualification. These changes, nevertheless, come with transition costs for financial advisers and AFS license holders, including one-off implementation expenses. Advisers may also face increased compliance demands and ...

Centric hires chief client officer

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... client relationships and his strategic vision will be invaluable as we continue to innovate and provide our network of advisers with a platform that truly makes a difference in their clients' financial journey." Morris said he is thrilled to join ...

Colonial First State launches new offering to advisers

CHLOE WALKER  |  MONDAY, 12 FEB 2024
... supplemented by masterclasses from top experts. CFS group executive, distribution Bryce Quirk stated that CFS 10X will offer advisers opportunities to help them achieve their goals. "This year CFS will be using research and practice case studies into ...

SIX launches share platform

RACHEL ALEMBAKIS  |  FRIDAY, 9 FEB 2024
... Skate." SIX is working in collaboration with The Reichstein Foundation, Bob Brown Foundation, Ethinvest, Ethical Investment Advisers and NGOs Ekō, Environment Tasmania, Neighbours of Fish Farming and Living Oceans Society on the campaign to change the ...

ASIC chases 757 adviser registrations

KARREN VERGARA  |  FRIDAY, 9 FEB 2024
ASIC has issued its final reminder to the 757 financial advisers who have yet to register with the corporate regulator. As of February 6, ASIC counted many relevant providers who have outstanding registrations. They have until February 16 to get cracking ...

Brighter Super adds head of product

ELIZABETH FRY  |  FRIDAY, 9 FEB 2024
... ensure offers remain competitive and identifying opportunities to evolve product propositions for members, employers, and advisers. Before Aware Super, Saija spent three years as a product specialist at Orbis Investments and Allan Gray Australia. In ...

J.P. Morgan Asset Management enhances adviser portal

JAMIE WILLIAMSON  |  THURSDAY, 8 FEB 2024
Financial advisers can now access premium content and portfolio analytics via J.P. Morgan Asset Management's upgraded adviser portal. JPMAM said it's focused on "providing access to new tools and functionality in a more customised way for advisers." ...

Betashares to launch Nasdaq ETFs

CHLOE WALKER  |  THURSDAY, 8 FEB 2024
... Australian fund manager expects to launch two new Nasdaq ETFs on the ASX later this month, as new data shows more financial advisers than ever are using them in client portfolios. The Betashares Nasdaq Next Gen 100 ETF (JNDQ) will invest in the 100 largest ...