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Showing 1651 - 1660 of 9816 results for "Advisers"

Hejaz launches financial advice service

ANDREW MCKEAN  |  TUESDAY, 4 OCT 2022
... launched a faith and ethical dealer group to serve Muslim clients and those seeking ultra-ethical products. Hejaz Financial Advisers intends to support financial advisers with an existing Muslim client base and in highly populated Muslim areas. The dealer ...

Wheelhouse Partners adds head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 4 OCT 2022
... capabilities. McGauley is to focus on key accounts, research relationships, asset consultants, independent financial advisers and the private wealth space, the income manager said. He was most recently head of retail at IML, a role he held for 13 years. ...

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... little support." She said this will remove some of the burdens of regulation that currently apply across the board to advisers. "It will also enable firms to reduce their charges and make advice on mainstream investments more accessible to mass-market ...

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... access real-time data from financial institutions. The open banking connections provided by Envestnet | Yodlee allow advisers to access a view of their client's total financial lifecycle. Lumiant co-founder and global chief executive Santiago Burridge ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... personal advice. Midwinter also welcomed the review's proposal to remove the requirement to provide an SOA and allow advisers to provide advice in the way that best suits their customers. "However, we believe consumers will still want and need to ...

IPS partners to launch equity market solution

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... after discussions with clients about the portfolio construction dilemmas created by the uncertainty of equity markets. "Advisers told us that with the volatility in equity markets it's hard to get excited about buying shares in a client's portfolio at ...

ASIC FAR drops as deadline looms

JAMIE WILLIAMSON  |  THURSDAY, 29 SEP 2022
The countdown is on for financial advisers that have yet to pass the exam to get off the ASIC Financial Adviser Register by tomorrow, as new analysis shows 295 have dropped off since the beginning of the month. Since the results of the final exam for ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... duplication out of the business, and then really focus on creating the right scale to deliver the right level of services to advisers," Cullen told Financial Standard. Jacobsen said some of the challenges that the industry faced in the past and led to ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... previous two years to 38.9% from 34.2% in 2020. The report said it's even more widely adopted by AdviceTech Stars 60.0%. "Advisers are moving away from Astute Wheel, 15.3% from 24.2%, and are spread across a large variety of providers," it added. Presentation ...

FPA calls for sunset on experience pathway

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
... is a sunset period included. In formulating its submission on the proposed education pathway for experienced financial advisers, the FPA surveyed its members, majority of which have already completed the existing education requirements. The FPA said ...