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Showing 121 - 130 of 4167 results for "Financial advisers"

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
With the number of financial advisers stabilised at around 16,000 after falling 43% from its December 2018 peak, forecasting by Rainmaker Information has sought to determine whether demand for advice over the coming decade can be met. According to Rainmaker ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
... of clients, including sovereign wealth funds, pension funds, corporate superannuation, licensee groups, and financial advisers, while delivering a range of services including investment management, implemented consulting, and centralised portfolio management. ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... self-directed investors, offering access to any ETF traded on the ASX at zero brokerage, with features for financial advisers on the horizon. The fund manager's new platform - Betashares Direct - offers an "AutoPilot" feature, streamlining the process ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
... improved outcomes for clients. Their continued growth demonstrates the important role managed accounts play for financial advisers and their clients," Insignia Financial chief distribution officer Mark Oliver said. He added the group is well positioned ...

Fidelity finds key barriers in Australian estate planning

ANDREW MCKEAN  |  WEDNESDAY, 18 OCT 2023
... their financial legacy, nearly half lack confidence in how to achieve their goals - a gap that Fidelity argues financial advisers are ideally placed to address. At the report launch on Tuesday, Fidelity International head of wholesale sales Simon Glazier ...

KeyInvest, Mantis Funds launch investment bond offering

CHLOE WALKER  |  WEDNESDAY, 18 OCT 2023
... specialty financial services provider has partnered with Mantis Funds to bring investment bonds to wealth managers, financial advisers and high-net-worth individuals (HNWIs). As part of the deal, Mantis will become the exclusive external distribution ...

Life insurance industry profits double, premiums rise: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
... efficiencies to further improve profit levels." Also, although lapse rates for policies secured through independent financial advisers (IFAs) grew, the overall count of individuals insured has stabilised, following a multi-year decline. "We can see the ...

BlackRock unveils new gold ETF

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
The BlackRock iShares Physical Gold ETF (GLDN) will soon be available to financial advisers and investors, offering exposure to physical gold at a low cost. Priced at 18 basis points (or 0.18%), GLDN reflects the fund manager's commitment to providing ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... advisory team in New South Wales for four years to 2015, he launched Latch Social, a social media service for financial advisers. Back then, compliance demands made advisers fearful of using social media and consequently, many missed out on high client ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
... Eliopoulos. FAAA chief executive Sarah Abood said the awards shine a light on the positive contributions that financial advisers make to their clients' wellbeing and security through quality financial advice. "The FAAA Awards celebrate the commitment ...