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Showing 111 - 120 of 7620 results for %22Financial Advisers%22

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
... market." Meanwhile, Tamara Stats, iShares ETF and index investments specialist, BlackRock Australasia said financial advisers and investors now have a broad selection of style 'tilts' available through the iShares Factor ETF suite which will enable them ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
Financial advice licensing support provider Dirigere Advisory has rebranded to Intelligent Planning, hiring a new advice distribution manager in the process. Intelligent Planning was launched on January 15 and operates under the same Dirigere AFSL. ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
"AI mania" will over-promise and underdeliver for financial advisers, while superannuation funds are tipped to give digital advice a boost, Finura Group's 2024 predictions reveal. In the latest Australian wealth tech predictions report, Finura highlights ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
Financial advisers are promised "greater flexibility" in gaining educational and training qualifications under new amendments proposed by Treasury. Yesterday, assistant treasurer Stephen Jones launched a consultation to update how advisers can demonstrate ...

Gender pay gap reporting to be scrutinised

ROSE MARY PETRASS  |  WEDNESDAY, 31 JAN 2024
... us to improve our diversity, we will listen and we will act," Ryan said. "Superannuation funds, insurance companies, advisers etc. all have the ability to query us on our policies, our action plans and how we are tracking." Belinda White, responsible ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
... offer local wholesale investors access to alternative investments. Under the arrangement, iCapital will provide its financial technology platform to facilitate the distribution of JPMAM's global alternative strategies to Australian investors.

Betashares leads Australian ETF net flows

ANDREW MCKEAN  |  THURSDAY, 25 JAN 2024
... utilising A200 and NDQ as significant, core allocations in their portfolios. "Australian investors and their financial advisers are increasingly turning to Betashares to help construct diversified and robust portfolios that are well positioned for long-term ...

ASIC makes adviser exam changes

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
... short answer questions, only multiple-choice questions. The requirement to limit exam participation to new financial advisers who have completed an approved degree and existing providers will also be removed. The next exam is due to be held on March ...

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
Interest rates will continue to be a driving force behind client conversations in 2024 as financial advisers remain agile regardless of whichever direction they will go. The rapid upward trajectory of interest rates - from 0.10% in April 2022 to today's ...