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Showing 2001 - 2010 of 9816 results for "Advisers"

New study finds advisers optimistic about growth

CHLOE WALKER  |  FRIDAY, 19 NOV 2021
Iress' inaugural Advice Efficiency Survey reveals that more than 70% of advice practices forecast growth over the next three years. The survey, commissioned by Iress alongside practice development consultancy Business Health, conducted the research ...

Sequoia buys general insurance book

JAMIE WILLIAMSON  |  THURSDAY, 18 NOV 2021
... insurance AFSL which will allow SEQ General Insurance to operate in the same way Interprac Financial Planning does for risk advisers, and compete with other general insurance brokerages offering an authorised representative service. The acquisition is ...

2021 FPA Award winners revealed

CHLOE WALKER  |  THURSDAY, 18 NOV 2021
... and beyond to deliver outstanding results for clients and give back to the community. Capital Partners Private Wealth Advisers (Capital Partners) Principal Kathryn Creasy took home the coveted FPA Certified Financial Planner Professional of the Year ...

LICs, LITs move away from Aussie equities

ANNABELLE DICKSON  |  THURSDAY, 18 NOV 2021
... value of $5.5 billion and now accounts for 10% of the sector total. "This changing dynamic provides investors and their advisers with access to the closed-end structure of LIC/LITs over a broader range of asset classes, assisting with their asset-allocation ...

BT Practice Principals' Community goes independent

ELIZABETH MCARTHUR  |  TUESDAY, 16 NOV 2021
... adviser independence was becoming a highly valued commodity. The BT Community had 134 members (authorising over 1300 advisers with over $50 billion funds under advice). Costas confirmed his key team members from BT are joining him, and said he is confident ...

Link to provide due diligence information

ANNABELLE DICKSON  |  MONDAY, 15 NOV 2021
... an expectation of future price gains." The Link board has since appointed Macquarie Capital and UBS as its financial advisers and Herbert Smith Freehills as its legal adviser.

BetaShares introduces suite of ethical SMAs

RACHEL ALEMBAKIS  |  FRIDAY, 12 NOV 2021
BetaShares has become the first ETF manager to launch ethical SMAs for financial advisers, with four new products on offer. This represents a milestone for BetaShares, becoming the first Australian ETF manager to successfully bring an ethical direct ...

Millennials fastest growing SMSF cohort

ELIZABETH MCARTHUR  |  THURSDAY, 11 NOV 2021
... their super until they near retirement looks to be changing," Blewitt said. "However, this data raises questions whether advisers and fund managers might need to pivot to attract and retain clients who appear to be paying much more attention to their ...

Government advances adviser levy drop

KARREN VERGARA  |  THURSDAY, 11 NOV 2021
... amount of $3138 based on earlier estimates. The new levy of $25.8 million is split among 2934 AFS licensees with 18,750 advisers. For advisers who provide retail advice for products that are not relevant financial products, their levy remains the same ...

BT closes self-licensee business

ELIZABETH MCARTHUR  |  WEDNESDAY, 10 NOV 2021
... spokesperson said. The BT Practice Principals' Community offers a series of support services to self-licensed financial advisers. These include a dedicated advisory council, professional governance support, compliance consulting, training and education ...