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Showing 1581 - 1590 of 9816 results for "Advisers"

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... obligations placed on financial planners under the Corporations Act 2001 licensee obligations, and the Financial Planners and Advisers Code of Ethics 2019 are heavily influenced by the licensee and others who often then apply additional requirements ...

Morningstar restructures investment team

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... managed portfolio activities. Over the past decade, the manager selection team has been building model portfolios for advisers and individual investor clients as well as servicing institutional clients, Morningstar said. These model portfolios have increasingly ...

BlackRock implements ETF stock split

CASSANDRA BALDINI  |  WEDNESDAY, 7 DEC 2022
... simple trade. "ETFs are essential building blocks in model portfolios so our decision to lower the unit price will help advisers to be more precise in portfolio construction without over or underweighting the core US equity exposure," he commented. Collins ...

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

Household Capital acquires Pension Boost

ANDREW MCKEAN  |  MONDAY, 5 DEC 2022
... for retirees looking to improve their retirement funding. The combined platform also enables superfunds and financial advisers to support their retiree members or clients," he explained. Rogan will join Household Capital's advisory board to share ...

Warakirri hires from JANA

ELIZABETH FRY  |  FRIDAY, 2 DEC 2022
... JANA's top investment professionals to run its multi boutique platform. Following a 23-year career with JANA Investment Advisers, Steven Carew joins the firm as it continues to grow its funds management business. In the newly created role as head ...

North adds new managed portfolio capability

CASSANDRA BALDINI  |  FRIDAY, 2 DEC 2022
North has launched its new managed portfolio offering, Buy, Badge, Build, for advisers and their clients. Buy, Badge, Build will allow advice practices to choose from North's menu and customise their own branded managed portfolios. North explained ...

UK regulator looks to simplify advice

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... create a simplified advice regime, under which the advice provided would be narrower in focus and the possible investments advisers could recommend would be limited to a set of mainstream investments. It would also allow advice fees to be paid in instalments. ...

Diverger acquires licensee support firm

CASSANDRA BALDINI  |  THURSDAY, 1 DEC 2022
... or are looking to obtain their own licence. It currently works with 160 of Australia's licensees and their financial advisers. Its founder and owner Stewart Chandler said: "Our service offering has great synergy with Diverger in terms of offering advice ...

Colonial First State adds 17 new funds to FirstChoice platform

ANDREW MCKEAN  |  THURSDAY, 1 DEC 2022
... trends. CFS group executive of distribution Bryce Quirk said that the investment manager is proud to work closely with advisers and industry partners to uncover the changing needs of investors to empower advisers with greater choice. "At Colonial First ...