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Showing 1491 - 1500 of 4746 results for "Financial advisers"

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
... increasing allocations to cash throughout market volatility can lead to long term losses, but diagnostic tools for financial advisers may solve the problem, according to a behavioural finance expert. Oxford Risk said investors in Australia and elsewhere ...

PPS Mutual hires from Synchron

ANNABELLE DICKSON  |  MONDAY, 9 NOV 2020
... Shadia Kouzma and will be responsible for supporting Kouzma and the PPS Mutual proposition amongst group of financial advisers in the region. Kouzma said he is a welcome addition to the team. We are confident that Jason's experience aligns with our mission ...

Off-platform assets consume advisers' time

KARREN VERGARA  |  MONDAY, 9 NOV 2020
Off-platform assets are increasingly taking up more of financial advisers' time as many express frustration with the lack of solutions available that can house all of their clients' assets. According to joint research by Praemium and Investment Trends ...

AMP Capital bids farewell to active ETFs

KANIKA SOOD  |  WEDNESDAY, 4 NOV 2020
... segment in Australia. AMP Capital remains committed to providing Australian SMSF, self-directed investors and financial advisers with a broad choice of contemporary products and continue to see extremely strong interest in our real estate and infrastructure ...

AMP extends life insurance APL

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 NOV 2020
AMP has updated its approved product list (APL), allowing aligned financial advisers to recommend an enhanced suite of insurers. The new APL includes AIA, BT, MetLife, OnePath/Zurich and TAL. BT and MetLife are the two new additions. And, for the first ...

BT changes adviser fee structure

ELIZA BAVIN  |  TUESDAY, 3 NOV 2020
... advice fees. BT said from 1 December 2020 it will introduce a new feature that will allow investors and their financial advisers to agree to the payment of a one-off advice fee from the investor's investment account. The payment of the one-off advice ...

GSFM sizes up ETFs with Munro launch

KANIKA SOOD  |  MONDAY, 2 NOV 2020
... channel and is really an exciting new frontier for GSFM. We want to reach self-advised investors as well as those Financial advisers who prefer to execute in listed securities for their clients," McIntyre told Financial Standard. "We would have gone ...

AFA rejigs board

ANNABELLE DICKSON  |  MONDAY, 2 NOV 2020
The Association of Financial Advisers (AFA) has made a number of appointments to its board and promoted its vice president to replace its longstanding national president. Michael Nowak has been vice president for the past two terms and will replace ...

Eriksens analyst moves to research house

ELIZA BAVIN  |  MONDAY, 2 NOV 2020
... include a number of Australian Unit Trusts. "Research IP will have a core offering that is freely available to financial advisers and direct investors," Howlin said. "This will enable people to have access to key information, helping them to make important ...