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Showing 1721 - 1730 of 9816 results for "Advisers"

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
... pace of merger and acquisition activity in the wealth management industry makes it important for registered investment advisers, broker-dealers and network firms to manage their pipeline capably." "After carefully listening to our clients, we created ...

AZ NGA, Blue Invest acquire VBP stake

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... attract and acquire other like-minded advice businesses, and we have the right structures and processes in place to enable advisers to deliver their client service proposition. VBP is a key part of that framework." Barrett added AZ NGA is not only interested ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... part two of Investment Trends' latest Adviser Technology Needs Report. The report found the percentage of new inflows by advisers through platforms decreased slightly to 71% on average, down from 76% in 2021, while the long-term trend remains stable ...

Vote now in 2022 FS Power50

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
Voting is now open for the FS Power50, recognising the most influential financial advisers in Australia in 2022. In the making of this list, Financial Standard defines 'influential' as individuals who have been, or continue to be, instrumental ...

Integrity Life picks AGI as group life administrator

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... service solution, efficient and tailored operational and administrations systems and processes for the benefit of insurers, advisers/brokers, employers, employees, and superannuation fund trustees," it said. The enterpirse looks to improve partner and ...

AZ Sestante launches digital investing solution

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
... financial advice landscape. As the cost of delivering ongoing personal financial advice has shot up and large numbers of advisers have left the industry in recent years, it means that increasing numbers of people are priced out of this service - what ...

CSLR establishment is critical: FPA

CHLOE WALKER  |  FRIDAY, 12 AUG 2022
... Advisory clients to register any complaints with the Australian Financial Complaints Authority (AFCA). Just last week, advisers were prompted by the corporate regulator to movie quickly with their complaints to be eligible for compensation. Dixon Advisory's ...

Government to review adviser professional standards

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
The government will soon consult on its election promise to remove tertiary education requirements for experienced advisers and look to make improvements to the Code of Ethics. Assistant treasurer and minister for financial services Stephen Jones announced ...

AMP to return $1.1bn to shareholders

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... $3.6 billion to $1.9 billion year on year. Cashflows included a 49% increase in net inflows from independent financial advisers on the North platform, increasing from $510 million to $758 million. AMP expects this to increase further as it works to bring ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...