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Showing 1991 - 2000 of 9816 results for "Advisers"

Morningstar launches retirement strategy tool

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 NOV 2021
Morningstar has launched a new retirement strategy tool, aimed at assisting financial advisers in managing longevity risk for clients. Ryan Murphy, head of decision sciences at Morningstar, launched the new tool today. He said it is designed to take ...

WealthO2 appoints to newly created role

CHLOE WALKER  |  WEDNESDAY, 24 NOV 2021
... tech software solution increases. Rutty will play a pivotal role in orchestrating the seamless onboarding of financial advisers to deliver efficiency across the end-to-end advice experience. Rutty joins WealthO2 from Temenos, where she was senior customer ...

CBA receives regulatory approval for CFS sale

CHLOE WALKER  |  TUESDAY, 23 NOV 2021
... make CFS one of the most competitive superannuation and investments businesses in Australia, which will benefit members, advisers and employers." Completion of the transaction is expected to result in a pro forma uplift to the Group's CET1 ratio ...

Forum: Do managed accounts measure up?

MICHELLE BALTAZAR  |  MONDAY, 22 NOV 2021
Leading financial advisers, consultants and platforms will gather at a forum this Thursday to discuss the merits of managed accounts, how they have performed during COVID-19 and how to implement ESG advice within a managed account. Among the forum's ...

AMP Capital retains management of AWOF

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... the best interest of unitholders after seeking advice from an independent advisory committee, lawyers, and financial advisers. AMP Capital was in the running to manage AWOF against two other shortlisted competitors. As a result of its continued management ...

Women advisers drop to 21%

KARREN VERGARA  |  MONDAY, 22 NOV 2021
... years ago. Rainmaker's modelling of the September ASIC Financial Adviser Register shows that only one in five financial advisers out of the total pool of 19,238 are women. The ratio is reflected across aligned and non-aligned AFSLs. Aligned AFSLs edge ...

ClearView, Manulife to launch retirement products

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... asset classes as well as ESG integration. "ClearView is continuously looking for opportunities to serve our customers and advisers better. With a rapidly growing number of Australians in or nearing retirement, it is critical they have access to products ...

PADUA closes capital raise

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... financial advice. "The financial advice industry is one that will continue to be highly regulated, and PADUA is helping advisers to manage that burden of compliance," Sheehan said. "We also like that PADUA has its own tech-enabled services businesses. ...

High-net-worth investors richer, optimistic

ANNABELLE DICKSON  |  MONDAY, 22 NOV 2021
... ETFs, LICs and REITs remain the top three asset classes. Around 13% of respondents said they were happy to use investment advisers while over half said they were happy to use advisers only to validate their own thoughts, to gain access to a wider range ...

Risk inflows marginally recover

ANNABELLE DICKSON  |  FRIDAY, 19 NOV 2021
... few years are a problem that needs to be fixed rather than a trend. Speaking on a panel at the Association of Financial Advisers national conference in September, AIA chief executive Damien Mu said calling it a trend sets the wrong expectation. "We do ...