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Showing 1461 - 1470 of 9816 results for "Advisers"

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
... developing and retaining talent in the advice industry, BT said. BT chief executive Matt Rady highlighted a main issue for advisers is attracting and developing new talent. "We see our collaboration with Striver, who specialise in the advice industry ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... understanding of what digital advice is and isn't; broadening the understanding of digital advice benefits for consumers and advisers; and also broadening the understanding of how digital advice improves consumer protection and reduces conduct risk at ...

UBS set for Australian wealth management comeback

ANDREW MCKEAN  |  WEDNESDAY, 5 APR 2023
... requirements, that caused operational processes to become more complex. UBS Wealth Management was acquired by management and advisers, becoming Crestone Wealth Management - now known as LGT Crestone. UBS Australasia joint country head and chief operating ...

Spark Financial Group launches digital investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 5 APR 2023
... Varlamos echoed Kallos' comments. "Passionate, mission-driven licensees like Spark Financial Group are listening to their advisers and taking steps now to give them the means to help a much broader audience of people who aren't yet ready for the higher ...

Love affair with managed accounts continues

CHLOE WALKER  |  TUESDAY, 4 APR 2023
The proportion of Australian financial advisers using managed accounts has more than tripled from 17% a decade ago to a record high of 56% now, according to the latest report by State Street and Investment Trends. The latest SPDR ETFs/ Investment Trends ...

Mantis Funds wins new distribution mandate

CHLOE WALKER  |  MONDAY, 3 APR 2023
... the United Kingdom, our product has helped thousands of investors better navigate uncertainty," he said. "...We think advisers will welcome a core-equity holding that retirees can rely on."

Financial Advice Association Australia officially launches

KARREN VERGARA  |  MONDAY, 3 APR 2023
... the low-awaited merger between the Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA). The FAAA unveiled a new leadership team comprising David Sharpe as chair and Michelle Veitch as deputy chair. AFA national ...

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
As fund research plays a critical role in helping financial advisers make conflict-free product recommendations, what bearing do rating houses have in helping them meet their obligations? According to Main Street Financial Solutions principal and private ...

ASIC bans Gold Coast adviser

CHLOE WALKER  |  FRIDAY, 31 MAR 2023
... financial services laws and cannot assign his obligations to others. Matai also audited the files of other financial advisers on an as needed basis, and ASIC found that he failed to identify issues that a competent person auditing the files would have ...

Betashares launches practice development offering, appoints head

CASSANDRA BALDINI  |  FRIDAY, 31 MAR 2023
The ETF provider said its service will help financial advisers scale their businesses and welcomed Damon Riscalla to the newly created role of national head of practice development. The tools, available on the Betashares website, will initially give ...