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Showing 1871 - 1880 of 9816 results for "Advisers"

Macquarie AM, Mirova seal distribution deal

JAMIE WILLIAMSON  |  MONDAY, 14 MAR 2022
... managers and we are excited to add this complimentary strategy to our existing partnership suite." About 7000 financial advisers are now using the Macquarie Professional Series.

Mixed reviews for advice industry reviewer

KARREN VERGARA  |  MONDAY, 14 MAR 2022
... addressing some of the unintended consequences this has created, such as the rules-based, compliance-heavy advice process that advisers are required to comply with. "It will also set a framework enabling financial planners to provide affordable, engaging ...

NEOS hires operations chief, launches new product

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... have teamed up to launch retail product, Encompass Protection, over the coming months. The product is sold via financial advisers on the NEOS insurance platform, while MLC provides claims management. MLC Life Insurance chief life insurance officer Michael ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... capabilities, promising high levels of automation and straight-through processing. SS&C said its Bluedoor technology will improve advisers' efficiency and help them manage operating costs. Bluedoor is used by wealth managers and superannuation funds. ...

ASIC sets adviser exam dates

KARREN VERGARA  |  WEDNESDAY, 9 MAR 2022
... announced new sitting dates yesterday. Enrolments for the May sitting open on April 4 and close on April 26. Financial advisers will have the option to sit the exam on the following dates: May 12, 13, 14, and 16. The next round of sittings will take ...

Advisers can help female clients 'break the bias'

CHLOE WALKER  |  TUESDAY, 8 MAR 2022
... proportion of women investing is picking up the pace, the number of female investors still lags behind men - but financial advisers can help. At an International Women's Day event today, BT head of risk strategies and research Kirsty Wymer stated ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
The Quality of Advice Review should take precedence over other proposed regulatory changes as financial advisers should not be encumbered by two sets of major reforms in a short period of time. This is according to The Advisers Association, which is ...

Direct indexing: The next evolution?

CHLOE WALKER  |  MONDAY, 7 MAR 2022
... something that's topical and faddish. "Most importantly, we want to make sure it really adds value to investors and their advisers." Much like a Spotify playlist, direct indexing allows investors to mix up their own fund with a greater degree of ...

New digital solution to close advice gap

CHLOE WALKER  |  FRIDAY, 4 MAR 2022
... financial advice provides a wonderful outcome for clients, however, increased regulatory obligations imposed on financial advisers in recent years means the cost of traditional ongoing personal advice services has gone up dramatically, making it increasingly ...

Advisers call out regulation backflip

KARREN VERGARA  |  FRIDAY, 4 MAR 2022
Financial advisers are calling out the federal government's regulatory backflip, which floated the idea that the industry can operate under a principles-based regime. Synchron general manager of compliance Phil Osborne said the proposed framework put ...