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Showing 1341 - 1350 of 13355 results for "adviser"

Betashares launches Australian Major Bank Subordinated Debt ETF

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
Betashares has introduced the Australian Major Bank Subordinated Debt ETF (ASX: BSUB) on the ASX. This ETF offers exposure to a portfolio of Tier 2 floating rate subordinated bonds issued by the Australian big four banks. To be eligible for inclusion ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
... referral arrangements with cold-callers who use high-pressure sales tactics, with some cold callers receiving a cut of an adviser's advice fee while others are paid a flat payment. Other licensees, ASIC said, should identify their advisers or corporate ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
Count has renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... changes to reflect the importance of this role by aligning our three core capabilities in this space - external financial adviser partnerships, advice and education delivery, and practice management," she said. Fuchs noted that the new team structure ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
Count has updated the expected cost synergy benefits expected to be achieved following the acquisition of Diverger. It said annualised expected cost savings had been upgraded to approximately $4 million by FY25, which is an increase from the initial ...

Rainmaker Information names research head

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... head of technical services for BT Financial Group, worked in Colonial First State's technical team, and as a financial adviser at Commonwealth Private Bank. He also has experience at KPMG and Aon Consulting. In welcoming Ramrakha, Rainmaker Information ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... sense of empowerment and satisfaction among investors, leading to a more collaborative relationship with their wealth adviser." While a significant portion of HNW advisers (62%) recommend alternative investments to their clients, they're exercising discernment ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... on Carney's transition, Barrett said: "David Carney has done an incredible job of turning VBP into Australia's leading adviser services utility and we are pleased that he will remain with the business to facilitate a smooth leadership transition and ...

Insignia FUM grows by $11bn, completes platform migration

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
Insignia Financial saw funds under management increase by $11.7 billion (up 3.9%) to $312.3 billion as at March 31, and has completed the migration of MLC Wrap to Expand. Total net outflows for the quarter were $1.7 billion, largely reflecting the transitory ...