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Showing 1881 - 1890 of 4746 results for "Financial advisers"

Results of ASIC MDA review imminent

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... Several sources in the industry confirmed ASIC seems to suspect some of those "drivers and motivations" could be financial advisers hoping to earn fees. IMAP said in its submission to ASIC: "One of the concerns about the development of managed account ...

Technology coming for advice jobs

ELIZABETH MCARTHUR  |  WEDNESDAY, 25 SEP 2019
... opportunity to transform the delivery of advice for retirement," Rice Warner said. The research maintained: "Human financial advisers will remain relevant for a very long time, but successful funds will leverage technology to augment the delivery of ...

IOOF completes Ord Minnett sale

JAMIE WILLIAMSON  |  TUESDAY, 24 SEP 2019
... was a consortium of investors led by current Ord Minnett executives. The business is home to more than 250 financial advisers and has over $10 billion in funds under advice. It follows an announcement of the intention to divest on June 27. At the time ...

AMP launches fee calculator

KRISTI CHENG  |  TUESDAY, 24 SEP 2019
AMP has launched a new fee calculator allowing financial advisers and clients to produce fee calculations for its MyNorth wrap platform. Through a web-based calculator, advisers and clients enter their intended investment amount in either their super ...

Morgans snaps up CommSec Advisory business

ELIZA BAVIN  |  TUESDAY, 24 SEP 2019
... undisclosed sum, after winning a tender conducted by the Commonwealth Bank of Australia. There are about 18 financial advisers in the team who collectively manage around $4 billion on behalf of clients. Both Morgans and CommSec confirmed the sale. "CommSec ...

Growing uncertainty sees more advisers outsourcing

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
Financial advisers are increasingly bearish in their outlook for Aussie equities and uncertain about global equities - resulting in an uptick in outsourcing. New Investment Trends research indicates a strong trend for advisers moving away from being ...

FASEA ethics pose risk to managed accounts

ELIZABETH MCARTHUR  |  MONDAY, 23 SEP 2019
... duty" - is poorly worded. When the Code of Ethics comes into effect at the start of 2020 it will apply to all financial advisers. The explanatory notes on Standard 3 say recommending in-house product will be acceptable if the adviser does not directly ...

Integrity Life launches lifetime discount offer

ELIZA BAVIN  |  THURSDAY, 19 SEP 2019
... pricing for its life insurance products. The insurer said the move strongly aligns with the best interests of financial advisers and consumers. "The financial services Royal Commission highlighted that the customer's interests must come first, and ...

Colchester launches new fund

ELIZA BAVIN  |  THURSDAY, 19 SEP 2019
Colchester Global Investors has launched its new Emerging Markets Bond Fund for financial advisers to diversify within the income-generating allocations of client portfolios. Colchester's head of distribution for Australia, Angela MacPherson, said ...

Allianz Retire+ to research retirement transition

HARRISON WORLEY  |  TUESDAY, 17 SEP 2019
... University associate professor Joanne Earl will lead the project, and will work with Australian retirees and financial advisers to measure happiness in retirement after receiving holistic financial advice, extending Earl's earlier work about what keeps ...