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Showing 1691 - 1700 of 4746 results for "Financial advisers"

Vanguard launches simplified investment platform

HARRISON WORLEY  |  WEDNESDAY, 1 APR 2020
... out will be phased, with SMSF account access set to be introduced at a later date, as well as the ability for financial advisers and their clients to access the platform. Eventually, the firm will add international shares to the brokerage service, and ...

Product provider partners with BTFG

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... market conditions. "This has been the most challenging market we've seen in a generation," Pourbaix said. "For financial advisers and their clients, it really emphasises the need for professionally managed investment solutions that can manage risks and ...

Will COVID-19 infect mortgages and RMBS?

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... economy." Meanwhile, closer to home La Trobe Financial (a non-bank providing funding and investments) has assured financial advisers and investors that it has no liquidity issues. "There's no liquidity stress at La Trobe Financial," chief investment ...

Trust in advisers lifts as pandemic fear ensues

ALLY SELBY  |  FRIDAY, 27 MAR 2020
... that advice professionals bring to their clients. "Advised Australians, including our clients and those with financial advisers in other groups, told us their adviser was their primary source of truth for information on the pandemic, suggesting many ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
The COVID-19 crash has had an effect on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... normal operations," the firm said. It's business as usual, Fiducian said, "albeit in a different setting". All financial advisers remain connected with clients by phone or video conferencing, the group said, so as to help guide their clients through ...

Challenger general manager jumps to boutique

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... the retail market, servicing national dealer groups, platforms, retail investment consultants and independent financial advisers. He joins former Challenger colleague, Vito D'Introno, who left as Challenger's head of retail sales late last year ...

Why remediation jobs aren't short-term

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
The woman who ran BT Financial Group's advice remediation program has revealed what financial advisers need to know about remediation, and why some of the banks may make their remediation teams permanent. Melissa Bogg was program director and head ...

Positives from the pandemic for advisers

ELIZABETH MCARTHUR  |  TUESDAY, 24 MAR 2020
... Independently Owned Financial Professionals (AIOFP), the COVID-19 pandemic may be producing some positives for financial advisers. In a letter to AIOFP members, executive director Peter Johnston wrote that despite all the doom and gloom around the coronavirus ...

Former ANZ adviser banned

ELIZA BAVIN  |  TUESDAY, 24 MAR 2020
... the client's existing products to meet their ongoing insurance needs," ASIC said. The regulator stressed that financial advisers have a legal obligation to act in the best interests of their clients when providing personal advice. "This includes taking ...