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Showing 1431 - 1440 of 9816 results for "Advisers"

Betashares launches new global shares ETFs

CHLOE WALKER  |  MONDAY, 8 MAY 2023
... carefully built a diverse offering of innovative and complementary investment strategies to assist investors and their advisers to build better portfolios," he said. "The upcoming launch of our new Global Shares ETFs represent a thoughtful addition to ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
... proposal, opened to consultation last month, seeks to clarify the educational requirements for experienced financial advisers and new entrants. Specifically, it states an adviser with 10 years of cumulative experience providing advice between 1 January ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
... scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the US, Renitsky said advisers should ensure they're "personalising for legacy clients of today" while also "creating the necessary scale piece for ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

FCA simplifies listing rules to attract global companies

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... regulation, such as taxation policies and capital availability, the UK's listing regime has been viewed by some issuers and advisers as "too complicated" and "onerous." "While regulation plays an important part, a company's decision on whether, and where ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... year, will focus on providing accessible investment and superannuation portfolio solutions to better serve financial advisers and their clients. Superhero chief executive and co-founder John Winters said: "Our new platform will assist advisers in providing ...

HUB24 to buy myprosperity

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
... million, aiming to do so by the end of June. Melbourne-based myprosperity specialises in client portals for financial advisers and accountants and will be operated as a separate business within the HUB24 group. The leadership team and branding will remain ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
... investment platform offers both back-office administration and front-end digital capabilities, streamlining workflows to help advisers manage client relationships, portfolios, and administrative tasks. GBST chief executive Rob DeDominicis told Financial ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
... the client," she said. "But this is not a retrograde step. A best interests duty will apply to professional financial advisers - this is what it was intended for." However, this particular recommendation will not and should not apply to an employee of ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
SQM Research is now applying its five-star rating system to ASX200 companies, with a new tool for financial advisers and high-net-worth investors. Shares Professional is a new ratings service for the financial advice community, using SQM's quantitative ...