Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1791 - 1800 of 9816 results for "Advisers"

Younger generations lead the SMSF surge: Vanguard

ANDREW MCKEAN  |  THURSDAY, 16 JUN 2022
... whether it is investment expertise or coaching for emotional reassurance." "There remains a plethora of opportunities for advisers to help investors of all kinds understand the value they bring and the support they provide during an investment journe ...

Padua launches new adviser tool

CASSANDRA BALDINI  |  THURSDAY, 16 JUN 2022
Padua Solutions has launched a new robo advice generation tool for financial advisers aiming to help significantly cut down turnaround times, lower the cost of advice, and improve client engagement. Padua co-founder Matthew Esler said the tool was designed ...

Leading wealth management marketers recognised

CHLOE WALKER  |  FRIDAY, 10 JUN 2022
... said. "There have been significant shifts in financial services, specifically impacting superannuation funds, financial advisers and investment managers, so the ability of organisations to react to those changes is crucial to their success." 2022 MAX ...

AMP bolsters managed portfolios offering

JAMIE WILLIAMSON  |  FRIDAY, 10 JUN 2022
... will bring the total number of portfolios available on the platform to 67. Investment Trends recently found that 53% of advisers in Australia are using managed portfolios with their clients. This is an increase from 44% in 2021 and 40% in 2020. The research ...

AZ Sestante launches ESG portfolios

CASSANDRA BALDINI  |  THURSDAY, 9 JUN 2022
... their late 40s and early 50s, have a different mindset when it comes to how they want their money invested," he said. "Advisers have told us they like our solutions, but their clients are increasingly asking for quality investments that are also responsible ...

Padua appoints head of technical advice

CHLOE WALKER  |  WEDNESDAY, 8 JUN 2022
... strategy," Esler said. "Rudy brings an extraordinary ability to convert regulatory complexity into practical application for advisers, better than anyone I have witnessed in the industry, and it is an absolute pleasure to have him on board." Esler added ...

No more changes to risk commissions: ClearView

JAMIE WILLIAMSON  |  TUESDAY, 7 JUN 2022
About 67% of financial advisers say they'd stop offering standalone risk advice if there are further changes to life insurance commissions. That's according to a survey conducted by ClearView, which found a further 20% are unsure if they'd continue ...

ASIC releases estimate cost recovery levies for 2021/22

ANDREW MCKEAN  |  TUESDAY, 7 JUN 2022
... flat per licensee charge remains unchanged after the Morrison government capped ASIC's recovery levy charges to help advisers deal with the impacts of COVID and regulatory reforms. ASIC stated the approximate budgeted cost recovery would be $24.01 million ...

Midwinter awarded Count Financial mandate

CHLOE WALKER  |  TUESDAY, 7 JUN 2022
... licensee systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution to its advisers. "As a licensee, we are committed to providing our advisers with access to the leading providers in the advice software ...

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... however, the industry needs to also use robust and compliant new technologies to help address the growing advice gap. "Our advisers are now able to offer an alternative digital solution for those whose circumstances are such that they do not need to ...