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Showing 1611 - 1620 of 9816 results for "Advisers"

Tomorrow's clients are going to be different: BlackRock

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... Australia, Fischer said that two key trends are driving the evolving needs of clients and are particularly impactful for advisers. "Firstly, high-net-worth assets in Australia have doubled in less than a decade, and secondly, we're seeing this massive ...

JANA names new principal consultants

ELIZABETH FRY  |  FRIDAY, 18 NOV 2022
JANA Investment Advisers has promoted four staff members to principal consultants, including Jo Leaper, its high-profile head of operational consulting. Leaper has aspired to this role since joining the asset consultant 12 years ago. "I am incredibly ...

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced profession, only to be faced with continuous regulatory changes. ...

Evidence of poor LRBA advice: Report

ANDREW MCKEAN  |  THURSDAY, 17 NOV 2022
... the concentration of investment in a single asset class. AFCA advised it received complaints that involved instances of advisers failing to adequately inform consumers of risks and providing poor-quality advice which wasn't appropriate for a client's ...

BetaShares unveils interest rate hedged bond ETF

CHLOE WALKER  |  THURSDAY, 17 NOV 2022
... important consideration in an environment where inflation and interest rates are front of mind for investors and their advisers." Vynokur added that Betashares' versatile range of fixed income investment solutions allow investors to easily add defensive ...

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
Financial advisers won't be competing with non-relevant providers to provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Speaking to Financial Standard for an upcoming ...

Insignia revamps wrap platform

ANDREW MCKEAN  |  MONDAY, 14 NOV 2022
... Financial has made enhancements to its advised super, pension, and investment Expand wrap products, affording financial advisers greater management flexibility. As part of its simplification and transformation program, Insignia has introduced new product ...

Vanguard Super reignites fee war with launch

JAMIE WILLIAMSON  |  FRIDAY, 11 NOV 2022
... growing population in Australia... so we think the natural advantage we have is the existing brand and capabilities with advisers and several consumers, and that's what we're going to focus on first," he said. "There's no doubt there's ...

The great wealth transfer at risk: Research

CHLOE WALKER  |  THURSDAY, 10 NOV 2022
... do their own research. Feeling they don't have sufficient assets to justify professional advice and that financial advisers were too expensive were the main reasons cited. Adding to this, the majority (29%) of all respondents were only willing to ...

TAL launches Professional Year platform

CHLOE WALKER  |  WEDNESDAY, 9 NOV 2022
... Developed by TAL's Risk Academy team, in collaboration with several licensees, PY Manager allows licensees, financial advisers and new entrants to review and manage their Professional Year details. Through the digital hub, Professional Year candidates ...