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Showing 1601 - 1610 of 9816 results for "Advisers"

Colonial First State debuts 'major wealth platform innovation'

ANDREW MCKEAN  |  WEDNESDAY, 23 NOV 2022
... offer a complete suite of portfolio management solutions, including tailored SMAs that can be designed to unique needs of advisers and their clients. For businesses with a MDA licence, we'll deliver institutional rebalancing capabilities to allow ...

Goldman Sachs charged over ESG failures

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  WEDNESDAY, 23 NOV 2022
... conduct but agreed to a cease-and-desist order, a censure, and a US$4 million fine. "In response to investor demand, advisers like Goldman Sachs Asset Management are increasingly branding and marketing their funds and strategies as 'ESG,'" deputy director ...

Never been more optimistic: Abood

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
... the Royal Commission to almost 50%." Abood also pointed to the willingness of government and regulators to work with advisers on solving the problems of over regulation. "Governments consulting on ways to improve the adviser exam and bringing more flexibility ...

Iress unveils Connectivity Network

CHLOE WALKER  |  WEDNESDAY, 23 NOV 2022
... participants together to streamline and simplify the advice execution process, thereby increasing the number of clients advisers can serve. It will directly connect platforms and insurance providers with advice softwares. Core to the Connectivity Network ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... together and catch up with their mates." Awaiting the outcome of a proposed merger with the Association of Financial Advisers, Broome explained this year's event holds a certain significance. "It's the FPA's 30th anniversary and probably the last ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
Fortnum Private Wealth has launched a Business Optimisation Service (BOS) to help advisers improve the quality, profitability, and capital value of their businesses. The BOS program is currently being rolled out across Fortnum's network of over 90 practices ...

Industrial property ensures big wins for TelstraSuper

ELIZABETH FRY  |  MONDAY, 21 NOV 2022
... maturity of the fund members, who mostly have high account balances. So, members willingly share the information with the advisers to help the fund design an optimal retirement strategy. Miller says this is entirely achievable with a membership base ...

AFCA secures $900m in compensation

CASSANDRA BALDINI  |  MONDAY, 21 NOV 2022
... per day, over the past four years. AFCA explained banks, general insurers, credit providers, super fund trustees and or advisers as well as underwriting agencies generate the most complaints. The one-stop-shop for disputes added the highest level of ...

Link Group offloads PEXA stake

ANDREW MCKEAN  |  MONDAY, 21 NOV 2022
... Solutions business, which included Link Fund Solutions Limited; it appointed Macquarie Capital and UBS Securities as advisers. The UK Financial Conduct Authority (FCA) approved a Dye & Durham takeover of Link, but this acquisition was subject to a requirement ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
... different parts of the financial services industry. "So, I think we do get it," she said. "The team has done site visits with advisers; we have done a survey of advisers and we have met with dozens and dozens and dozens of advisers and their representative ...