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Showing 1811 - 1820 of 9816 results for "Advisers"

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... biggest opportunity in wealth management, saying AMP will work to expand its relationship with independent financial advisers to grow the platform. However, AMP's advice business has been running at a loss in recent years and is projected to do so ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...

BlackRock launches ESG model portfolios

JAMIE WILLIAMSON  |  WEDNESDAY, 18 MAY 2022
... institutional-quality asset allocation across a range of client risk profiles. The creation of these portfolios also helps advisers reduce the time spent on operational oversight and administrative tasks while delivering institutional quality services ...

Trust in financial services jumps: CFA

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
While Australian investors are overall less trusting of the financial services industry and financial advisers than global peers, a new survey has found levels of trust to be robust. Data from the CFA Institute Enhancing Investors' Trust study revealed ...

GQG Partners expands Australian team

ANDREW MCKEAN  |  WEDNESDAY, 18 MAY 2022
... distribution in Queensland and Victoria. Killen is also currently the Victorian state chair of the Association of Financial Advisers (AFA). On the new appointments, GQG Partners director of wholesale markets Daniel Bullock said Jenkins' diverse industry ...

Fidelity appoints sales manager

JAMIE WILLIAMSON  |  TUESDAY, 17 MAY 2022
Fidelity has appointed a regional sales manager, working with financial advisers in Queensland. Benjamin Lucas has joined in the role, coming from Challenger where he was a business development manager for the last four years. Lucas will be based in ...

We knew people would leave the advice industry: Hume

ANDREW MCKEAN  |  FRIDAY, 13 MAY 2022
... Consequently, a steep fall in registered adviser numbers has transpired but Hume was steadfast that it was fair that advisers be able to demonstrate the value they could offer to clients. She took no exception to the Best Interests Duty, stringent educational ...

Franklin Templeton hires sales director

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
Franklin Templeton Australia has added a new sales director, overseeing independent financial advisers and private banks. Michael Bowen takes on the role, joining after a short stint with Investors Mutual as relationship manager, strategic groups. Bowen ...

US firm backs Koda Capital

JAMIE WILLIAMSON  |  THURSDAY, 12 MAY 2022
... continue to grow while maintaining a culture of trust, ownership and service excellence that draws top-tier client and advisers to their firms." Founded in 2015, Koda Capital has 39 partners and 28 financial advisers, overseeing more than $10 billion ...

Atrium adds national sales manager

ELIZABETH FRY  |  WEDNESDAY, 11 MAY 2022
... increasing adviser demand for differentiated multi-asset solutions. "We're very excited to have Justin on board to help advisers understand the importance of true diversification through the implementation of a risk-targeted investment approach," ...