Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1941 - 1950 of 9816 results for "Advisers"

DomaCom hits $100m in FUM

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
... chief executive Arthur Naoumidis expressed his thanks for the support among investors, licensees and their financial advisers for driving the fractional model forward. "It is this innovation coupled with advisers progressive thinking that has enabled ...

ETFs had best year in 2021: Vanguard

CHLOE WALKER  |  THURSDAY, 13 JAN 2022
... to build sustainable income or new avenues to channel discretionary pay," Tieu explained. "While demand for ETFs from advisers and institutional investors remains strong, it's the surge in retail flows that has been especially noteworthy. "It's encouraging ...

Clime finalises ownership deal, appoints CIO

KARREN VERGARA  |  THURSDAY, 13 JAN 2022
... Ralton under the one operating entity will enable the Clime Investment Management team to provide superior outcomes to advisers and clients across an expanded range of investment solutions, Rigall said. Assets for Clime's SMA business stood at $99 ...

Midwinter hires advice sales lead

KARREN VERGARA  |  MONDAY, 10 JAN 2022
... customer relations and sales roles. "There has been a lot of change in the advice industry. This has created challenges for advisers and licensees, but also makes it an exciting time to be working in advice technology. Software can add substantial value ...

Sequoia Financial Group acquires legal practice

CHLOE WALKER  |  MONDAY, 10 JAN 2022
... who are seeking a high-quality legal service. Sequoia said it plans to launch additional services to assist financial advisers, including in the areas of account-based pensions, child pensions, death benefit pensions, pension reversion amendments and ...

AFA chief steps down after six months

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 JAN 2022
After six months in the top job, Helen Morgan-Banda has departed the Association of Financial Advisers (AFA). Morgan-Banda plans to return to her home country of New Zealand, explaining that she wishes to be closer to family amid ongoing uncertainty ...

Demand for retiree client book increases

KARREN VERGARA  |  SATURDAY, 1 JAN 2022
... advice practice. The December Radar Results reveal that near-retirees or retirees are highly sought after by financial advisers. Valuations for investment and superannuation clients aged 65-79 years old have increased to 1.7x to 2.3x (previously 1.7x ...

ASIC unveils details of FSCP operations

CHLOE WALKER  |  THURSDAY, 23 DEC 2021
... released further information about the operations of the Financial Services and Credit Panel (FSCP) and what financial advisers can expect next year. Set to commence on 1 January 2022, the FSCP under the Better Advice Bill will have the power to direct ...

Morningstar to buy Praemium for $65m

CHLOE WALKER  |  WEDNESDAY, 22 DEC 2021
... "Technology is playing a larger role in everyone's lives and expectations for how companies deploy it are evolving quickly. "Advisers and the investors we jointly serve are no exception, and Praemium's digital-first capabilities will allow us to reduce ...

Shoddy exam feedback fuels adviser stress

KARREN VERGARA  |  WEDNESDAY, 22 DEC 2021
Financial advisers who failed the mandatory examination multiple times are slamming FASEA's feedback process, claiming it is inconsistent and fails to help them stay in the industry. As the failure rate continues to balloon, advisers making genuine ...