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Showing 1681 - 1690 of 9816 results for "Advisers"

ETFs, smart beta grow in popularity

CASSANDRA BALDINI  |  FRIDAY, 16 SEP 2022
Financial advisers continue to be engaged with ETF strategies, with 88% using them to boost client portfolios in Australia this year. The annual VanEck Australian Smart Beta Survey collected data from 650 Australian financial advisers and brokers; the ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... particularly in the post-pandemic environment. Now with a proposal put to members to merge with the Association of Financial Advisers (AFA), the FPA Congress will be the first major industry event held after the result of the vote is known. The AFA's ...

Continuity an increasing focus for family offices: Survey

CHLOE WALKER  |  THURSDAY, 15 SEP 2022
... report added. About 75% of family offices have an investment committee or board and 44% of those comprise both independent advisers and family members. Most family offices have an active investment policy statement, the study found, but this varies significantly ...

Blue Orbit signs distribution deal

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... Dunne and Damian Craven bring a wealth of experience in establishing trusted, long-term relationships with financial advisers, wholesale investors and research houses," Blue Orbit said. "This is a significant appointment for Blue Orbit as we look to ...

Adviser losses now baked in: Rainmaker

JAMIE WILLIAMSON  |  THURSDAY, 15 SEP 2022
... the industry might be in 20 years' time, presenting a range of scenarios - including a world in which there might be no advisers left. Adviser numbers hit their peak in 2019 at 26,500, likely as a result of the need to be registered on the ASIC Financial ...

2022 is the hardest year to retire: Report

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... and make it harder to attain a secure retirement." A separate survey recently conducted by Natixis IM found that 49% of advisers believe that underestimating the impact of inflation is the number one error made in retirement planning, but that's ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
... Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers across Sequoia's licensees, with core consideration around legislative changes impacting and increasing the services required ...

Mind the managed accounts roadblocks: MLC

ANDREW MCKEAN  |  WEDNESDAY, 14 SEP 2022
... Bevan observed the movement from current state to end state often happens too quickly. This is particularly relevant for advisers who come and buy off-the-shelf solutions that entail a total turnover of client assets and involve a completely new platform. ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...

AFA award finalists named

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
... of the Year award and the Female Excellence in Advice (FEIA) award have been announced by the Association of Financial Advisers (AFA), Zurich and TAL. Charles Badenach from Main Street Financial Solutions, Felicity Cooper from Cooper Wealth Management ...