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Showing 1641 - 1650 of 9816 results for "Advisers"

Fidante revamps brand, online offering

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... related information through efficient digital channels. "Our new investor portals are self-service and allow investors and advisers to manage portfolios directly and provide easy access to a wide range of services," he explained. "This includes online ...

Link seeks to offload Fund Solutions

ANDREW MCKEAN  |  THURSDAY, 20 OCT 2022
... Solutions business, which includes Link Fund Solutions Limited, and has appointed Macquarie Capital and UBS Securities as advisers. As previously reported by Financial Standard, in September, Link announced that the UK Financial Conduct Authority (FCA) ...

Household Capital partners with Genworth

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
... equity and can use it for the long term, Funder said. "We need everybody to become aware and understand, we need financial advisers, the public, super funds and their members, mortgage brokers and their clients to all become aware of home equity in retirement ...

Perpetual takeover of Pendal progresses

ANDREW MCKEAN  |  WEDNESDAY, 19 OCT 2022
... $2 billion," he said. Giving an update on the Scheme, he added that Pendal is currently working with Perpetual and its advisers to finalise the Scheme Booklet with plans to meet in December.

Fortnum expands engagement, growth team

CASSANDRA BALDINI  |  WEDNESDAY, 19 OCT 2022
... practice manager. Before that, he was a senior financial adviser at Sydney-based advice firm, Hunter Wealth Financial Advisers. Gapps has also held senior positions at ANZ Wealth, BT Financial Group, and the Commonwealth Bank. Fortnum's group chief executive ...

AMP debuts hybrid retirement solution

ANDREW MCKEAN  |  TUESDAY, 18 OCT 2022
... client engagement with enhanced retirement outcomes. AMP director of platforms Edwina Maloney explained that financial advisers have typically had the problem of only having account-based pensions at their disposal, not enabling them to manage longevity ...

Koda Capital, Redwood merge

CASSANDRA BALDINI  |  TUESDAY, 18 OCT 2022
... Koda, consistent with its principle of ownership aligned with client interests. Koda's team includes 46 partners and 38 advisers, and manages over $10 billion on behalf of high-net-worth individuals and non-profits. Its founding partner and chief of ...

Choice performance test pause in members' best interests: Chant West

CASSANDRA BALDINI  |  FRIDAY, 14 OCT 2022
... under the current general advice standards," he said. Wright pointed out that quality product research and screening for advisers and their clients is a critical market function. "This will continue to be the case as the supply of product options and ...

ASIC dishes out permanent ban to 'lifestyle' adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 12 OCT 2022
... Adviser Register shows that between 2010 and 2015 Reynolds was licensed by Westpac. He then moved to Dover Financial Advisers until its AFSL was cancelled in July 2018. Then, more than a year later, he became licensed by Interprac Financial Planning ...

FPA seeks broader scope for CSLR

CHLOE WALKER  |  MONDAY, 10 OCT 2022
... federal government to broaden its proposed compensation scheme of last resort (CSLR) and to extend the ASIC levy freeze for advisers for another year. The FPA believes that the current CSLR Bill is too narrow in scope and doesn't seek to address some ...