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Showing 1851 - 1860 of 9816 results for "Advisers"

Credit market outlook strong: ABDO

CHLOE WALKER  |  WEDNESDAY, 30 MAR 2022
... Investors Mutual Limited senior investment specialist, global equities Peter McPhee. Addressing the crowd at Sydney's Advisers Big Day Out event, McPhee cited research from US investment firm Loomis Sayles, which indicates a shift from market volatility ...

BT adds to platform business leadership

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... investments Kathy Vincent said she is delighted to have Cosentino join the team. "She has an impressive track record in putting advisers and their clients first and I look forward to her passion and commitment in helping BT Panorama to become the undisputed ...

New scaled advice offering launches

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
A new digital, scalable financial advice solution has launched to help advisers cater to those who don't require a comprehensive offering. Scientiam, founded by Arch Capital managing director Nigel Baker, aims to assist advisers in servicing clients ...

ASIC releases latest adviser exam results

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
Just 32% of the financial advisers that sat the exam in February have passed. Releasing the results of the February exam on Friday, ASIC said 32.4% or 108 of the 333 advisers in the sitting were successful. Of the February candidates, 73% were sitting ...

Industry association rebrands

JAMIE WILLIAMSON  |  FRIDAY, 25 MAR 2022
The Stockbrokers and Financial Advisers Association will now be known by a name that more accurately reflects its membership, the body said. The association has received full member support to change its name to Stockbrokers and Investment Advisers ...

Bennelong advances Victoria, Tasmania distribution strategy

CHLOE WALKER  |  THURSDAY, 24 MAR 2022
... Daly said Masalski's industry knowledge and networks will be instrumental in expanding the business's relationships with advisers and investors in Victoria and Tasmania. "Nathan's knowledge and experience in the local market will support Bennelong and ...

Popularity soars for managed accounts

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
More than ever, financial advisers are turning to managed accounts to better take care of client funds, according to SPDR ETFs and Investment Trends most recent report. According to the research, more than half (53%) of financial advisers are now using ...

AMP North bolsters offering

CHLOE WALKER  |  TUESDAY, 22 MAR 2022
... manager for both PMPs. This now brings the number of advice practices partnered with the North platform to 16. "Providing advisers and their clients with access to a diverse and growing range of high-quality and contemporary investments is a fundamental ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
... company will support all aspects of AIA's Financial Wellbeing business, enabling efficient advice generation for 160 advisers and support staff. According to AIA, Midwinter was selected because it offered comprehensive advice software that required minimal ...

Experienced advisers in education limbo

KARREN VERGARA  |  MONDAY, 21 MAR 2022
Experienced financial advisers that have yet to gain a bachelor's degree or equivalent are caught in the middle of a political maelstrom promising an easier education pathway. With both major parties announcing significant changes to adviser qualifications ...