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Showing 1551 - 1560 of 9816 results for "Advisers"

Praemium takes 53% hit to inflows

CASSANDRA BALDINI  |  MONDAY, 23 JAN 2023
... achievement." He added that Powerwrap returned to a reasonably consistent positive flows contribution. "It demonstrates advisers continue to value the enhancements and integration implemented over the course of the prior financial year," Wamsteker co ...

Sequoia FG revises profit expectations

JAMIE WILLIAMSON  |  MONDAY, 23 JAN 2023
... delay in the recovery of claims cost repatriation of more than $2 million along with increased costs to service financial advisers. This was related to a 2019 remediation matter involved a since terminated adviser. While its making progress with its ...

Mason Stevens grows platform, tech teams

JAMIE WILLIAMSON  |  FRIDAY, 20 JAN 2023
... lead the continued development and enhancement of the platform's technology to ensure it continues to meet financial advisers' needs. "Delivering outstanding services direct to financial advisers and end clients is a non-negotiable and I am looking forward ...

Managed accounts growth to continue: State Street

CASSANDRA BALDINI  |  THURSDAY, 19 JAN 2023
With more than half of Australia's financial advisers now using managed accounts, State Street ETF model portfolio strategist Sinead Schaffer says their popularity is only going to continue to rise. Speaking with Financial Standard, Schaffer said ...

Paraplanners happy to stay put: Survey

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers. Paraplanners don't want to move into advising because they don't want to be in client facing or sales roles, preferring ...

Pre-retirees want, need financial advice: Fidelity

ANDREW MCKEAN  |  THURSDAY, 19 JAN 2023
... receiving financial advice. Most pre-retirees who've never received financial advice are also open to it. Financial advisers are the preferred choice for individuals seeking professional advice. The survey found that more than twice the number of ...

From strength to strength: GQG Partners

ANDREW MCKEAN  |  WEDNESDAY, 18 JAN 2023
... has really institutionalised the wholesale business and it's driving down fees for clients; it's also allowing advisers and advice businesses to implement their ideas more quickly and efficiently." Since March 2020, GQG has recruited US$1.5 billion ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... tuned." The possibility of super funds providing more advice in the coming future might also mean professional year (PY) advisers are guaranteed more opportunities when starting their careers, with Stewart saying the fund would be open to recruiting ...

HUB24 inflows slow amid challenging market dynamics

ANDREW MCKEAN  |  TUESDAY, 17 JAN 2023
... across all customer segments including, large national licensees, brokers, boutique advice practices and self-licensed advisers. Platform funds under administration (FUA) were $55.8 billion as at 31 December 2022, up by $5.8 billion from the previous ...

Pensioner work bonus top of mind for advisers

CHLOE WALKER  |  TUESDAY, 17 JAN 2023
... Social security measures relating to the Age Pension are among the most popular regulatory topics for Australian financial advisers, based on the questions they're asking BT's technical team. According to BT, the $4000 increase to the work bonus for ...