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Showing 1471 - 1480 of 9816 results for "Advisers"

We sit at a watershed moment: Paton

CHLOE WALKER  |  THURSDAY, 30 MAR 2023
Kicking off the Advisers Big Day Out (ABDO) in Sydney this morning, La Trobe Financial chief investment officer Chris Paton shared his forward outlook for the Australian economy. According to Paton, local economic growth will be positive, albeit subdued ...

Lumiant secures $5.2m seed funding

CASSANDRA BALDINI  |  WEDNESDAY, 29 MAR 2023
... its own in-house client engagement tool. "When we discovered Lumiant's digital platform, which focuses on assisting advisers to allow them to have more meaningful, values-based conversations with their clients, we realised we were looking at the ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial advisers. Ludovic Theau is due to join the ASX-listed firm in April as chief investment officer, hailing from the Clean Energy Finance ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... professional management. In addition to self-directed investors and SMSFs, Prasad said SaxoSelect is ideal for financial advisers as options to add to their stable of solutions. "We wanted to bring the portfolios to the Australian market because of their ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... "Inflows of over $10 billionn in the past six months demonstrate that managed accounts are a core service for financial advisers to assist their clients target their goals and the market volatility of the past six months has demonstrated this," he said. ...

ClearView enhances ClearChoice products

CASSANDRA BALDINI  |  MONDAY, 27 MAR 2023
... ClearView is simplifying product names across the income protection (IP) range to increase clarity for both customers and advisers. Clients on the top level of IP cover will now also be paid 70% of pre-disability income until their cover expires, meaning ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
Financial advice group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... important to stress here is because longevity is about time, if you have a three-stage life in your mind, you (financial advisers) tend to just keep saying to people save more, save more, save more." However, Scott explained, this way of engaging and ...

MSC Trustees names Singapore chief

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
... wealth management industry, having worked with the likes of Citibank, Standard Chartered Bank, and Manulife Financial Advisers. "An experienced financial services adviser, Matthew Tan brings a detailed focus on operating components as well as a client ...