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Showing 1 - 10 of 8824 results for "advisers"

ASIC slams funds' serious deficiencies over advice fee charges

JAMIE WILLIAMSON  |  THURSDAY, 9 MAY 2024
... their monitoring of financial advice fee deductions. The regulator has also called into questions trustees' oversight of advisers, discovering shortcomings in monitoring processes. For its review, ASIC looked at 10 trustees representing about eight million ...

Advisers must unite for major reforms: SIAA

KARREN VERGARA  |  THURSDAY, 9 MAY 2024
Financial advisers will need to band together to successfully get through another of period of reforms that will ultimately make advice accessible and affordable, this year's Stockbrokers and Investment Advisers Association (SIAA) Conference will ...

Betashares launches Australian Major Bank Subordinated Debt ETF

ANDREW MCKEAN  |  THURSDAY, 9 MAY 2024
... BSUB as we continue to broaden the range of investment options available to Australian investors and their financial advisers," he said. With the launch of BSUB, Betashares' now offers 19 cash and fixed income ETFs with $10.5 billion in funds under management. ...

ASIC clamps down on advisers, trustees cold calling

KARREN VERGARA  |  TUESDAY, 7 MAY 2024
Financial advisers, licensees, and superannuation trustees are facing the ire of ASIC after an investigation found they are profiting from boiler room tactics that convince members to switch funds. An overwhelming number of members are goaded into leaving ...

Count renews Iress contract

KARREN VERGARA  |  MONDAY, 6 MAY 2024
... renewed its contract with Iress to continue to provide software to its 550 financial adviser network. Count's financial advisers will continue to use Iress' Xplan, saying that it wanted to partner with the right provider to support its growth ...

ART names advice and education leads

ELIZABETH FRY  |  FRIDAY, 3 MAY 2024
... that the new team structure goes hand in hand with strengthening ART's commitment to collaborating with external advisers. "Many members need complex advice on retirement, and these advisers help deliver it," she said. Erick Cordero is now the new ...

Count upgrades synergy benefits after Diverger acquisition

ELIZA BAVIN  |  FRIDAY, 3 MAY 2024
... of Australia's leading integrated accounting and wealth services providers with over 500 accountants and 550 financial advisers in our national community," Humphrey said. "The synergies we've identified so far will ensure we can continue to operate more ...

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... the right due diligence, the incorporation of this asset class can strengthen the collaborative partnerships between advisers and HNW individuals, it said. "HNW individuals who incorporate alternative investments into their portfolios tend to exhibit ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... of the biggest challenges facing businesses is finding and maintaining talent, and VBP is ideally positioned to help advisers solve that problem. There is also an exciting opportunity to help advisers achieve scale and efficiency benefits through process ...

Insignia FUM grows by $11bn, completes platform migration

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
... optimise the business." Hartley said the Expand platform would deliver an enhanced solution to migrated clients and their advisers and would help to reduce costs. "We expect to see an improvement in net inflows over the longer term as we work through ...
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