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Showing 1821 - 1830 of 9816 results for "Advisers"

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... with Roar and NEO and subsequent rebrand. Whelan said he is excited to lead "the most innovative technology offering for advisers and the broader wealth industry". Also commenting on the appointment of Lloyd, Whelan said: "The board sees Geoff as the ...

Integrated Portfolio Solutions offers Private Markets solution

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... with product manufacturers and investment experts across a range of alternative assets classes to provide investment advisers and private client businesses with access to reporting on private equity, venture capital, hedge funds and infrastructure. "This ...

Russell Investments launches ESG managed portfolios

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... portfolio is split 70/30 in growth and defensive, while the growth portfolio is split 90/10. "In the past it was rare for advisers' clients to define the type of investment factors they want to see in their portfolio. However, today advisers are experiencing ...

Advice firms struggle to make most of socials

JAMIE WILLIAMSON  |  MONDAY, 9 MAY 2022
A recent survey by BT found just 37% of financial advisers have received referrals via social media in the last 12 months. Earlier this year BT conducted a three-part webinar series on social media, with the majority of advisers in attendance using ...

Managed accounts drive profit, revenue surge

JAMIE WILLIAMSON  |  FRIDAY, 6 MAY 2022
... their clients and the future success of the industry as a whole." Praemium and Business Health estimate 53% of financial advisers are using managed accounts while 40% of them are using them for clients with less than $100,000. The research is based on ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... and insurance brokerages. "It's great to have Ryan join the team and strengthen the support we offer to financial advisers, especially as the industry faces increased scrutiny and change," Bell Direct's head of distribution and marketing Tim ...

Pallas Capital adds key distribution role

JAMIE WILLIAMSON  |  WEDNESDAY, 4 MAY 2022
... State. At Pallas, King will be responsible for distributing the firm's fund to wholesale intermediaries and financial advisers. The role is part of the business' continuing growth strategy, King told Financial Standard. He will report to executive director ...

AMP launches North app

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... Edwina Maloney said. "Building this core functionality into the client app will simplify the administrative process for advisers and clients, allowing more time for the delivery of strategic advice." Maloney added that this investment in North's tech ...

abrdn hires from State Street

CHLOE WALKER  |  MONDAY, 2 MAY 2022
... "abrdn Australia currently has a suite of over 20 separately managed account solutions for financial advice licensees and advisers to tap into, and is a core growth pillar for the Australian business," Jollie said.

Australian Ethical hands down tech mandate

JAMIE WILLIAMSON  |  FRIDAY, 29 APR 2022
... solutions provider focused on solving critical business issues, driving efficiencies and cost savings not just for financial advisers but for the broader wealth industry," Whelan added. At the time of the rebrand, Whelan said: "At DASH, we see ourselves ...