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Showing 1931 - 1940 of 9816 results for "Advisers"

Advised clients' major concerns in 2022

KARREN VERGARA  |  FRIDAY, 28 JAN 2022
From skyrocketing property prices to a foreboding stock market crash, financial advisers reveal their clients' main worries in 2022. Wild swings across the local and international share markets is a concern for many clients, particularly as indices ...

Insignia loses self-employed advisers

KARREN VERGARA  |  THURSDAY, 27 JAN 2022
Insignia Financial reported an exodus of self-employed advisers in the December 2021 quarter amid an overhaul of its advice fee model. The company, which recently shed the name IOOF, lost 118 advisers during the period. Most advisers (94) who left were ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... it's crucial we are prepared to support them on their wealth management journey." Under the initiative, UBS financial advisers across the US will have access to "multicultural-focused content that will explore the intersection between culture, art, philanthropy ...

Pallas Capital markets new fund

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... expect strong interest from its existing network of investors. "Our high-net-worth investors, family offices, wealth advisers and institutional investors have been looking for a fund offering a shorter-term investment commitment but still backed by registered ...

GAM bolsters distribution team

ELIZABETH MCARTHUR  |  MONDAY, 24 JAN 2022
... welcome Daniel, who will further support GAM's growth in the wholesale market in Australia and New Zealand," Zaika said. "Advisers are increasingly adopting sophisticated investment strategies and Daniel's strong technical background will be extremely ...

Advice firm rebrands, scores own AFSL

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... and work with third-party providers of its own choosing. The spike in the number of AFS licences shows more financial advisers are shunning larger dealer groups in place of having complete control over how advice should be delivered. In the year to August ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
The exit of 807 advisers during the Christmas and New Year break leaves the total population close to dipping below the 18,000 mark. There are currently 18,015 practising financial advisers left, according to Rainmaker's modelling of the ASIC Financial ...

Most paraplanners will not become financial advisers

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... suggests that employed paraplanners could be perfect candidates for the Professional Year Programme to cultivate new advisers for our industry." The majority (69%) of Australia's paraplanning sector is female, aged between 30 to 40 years old. About ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
Financial advisers tilted towards the non-aligned sector at an unprecedented rate during 2021, a new report suggests. The 71% drop in adviser numbers came from aligned AFSLs, according to Rainmaker's Financial Adviser Report. The number of aligned ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital advice ...