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Showing 1411 - 1420 of 10443 results for "advice"

AI to revolutionise investment industry: Research

CASSANDRA BALDINI  |  WEDNESDAY, 13 SEP 2023
... investment workflow makes it fundamentally different from early-stage fintech applications, such as automated investment advice, "which worked to mostly complement rather than disrupt existing financial service provision." It added personalisations ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... its own AFSL, marking its evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial advisers access to Viridian's proprietary model through four distinct offerings: asset management ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... strategies. Natixis has built a distribution platform that can partner with not just the super funds but also the rapidly growing advice businesses and the consultants who support them. Watson is also responding to the growth of the pension fund's ...

NGS Super to debut retirement income product

KARREN VERGARA  |  MONDAY, 11 SEP 2023
... and property, aiming to provide members with steady income. "Easy Default targets members who may not want full financial advice - they may want to work things out largely on their own or might want a little bit of advice," she said. "They can opt to ...

Causeway PM, H&G form joint venture

CASSANDRA BALDINI  |  MONDAY, 11 SEP 2023
... since its inception and has steadily accumulated approximately $600 million in funds under management (FUM) and funds under advice (FUA) since 2018. It attributed FUM and FUA growth to servicing a small, select group of private, wholesale, and institutional ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... the van Eyk Research business; asset consulting via the van Eyk Consulting business; financial advisory via the van Eyk Advice business; and funds management via the van Eyk Blueprint Series business. In 2014, Thomas used his position as a director of ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... and will face civil penalty sanctions for breaching the Corporations Act if they continue to provide personal financial advice. Previously, new entrants must complete an approved qualification as determined by the minister in the Approved Qualifications ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... firm hmh Advisory launched its online wealth management solution, catering to those who don't require full-scale financial advice. The new solution, hmh onlineinvest, offers access to four diversified portfolios which cover a range of risk and return ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... aligned solutions and avoid greenwashing among ETFs, managed funds, and shares. Meanwhile, Voyant offers holistic financial advice and wealth management software. It partnered with Practifi last year and is used by global firms such as Lloyds Bank and ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ...