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Showing 2051 - 2060 of 9816 results for "Advisers"

FSC advice reforms slash time, costs by 30%

KARREN VERGARA  |  TUESDAY, 12 OCT 2021
... and cost to produce financial advice by more than 30% respectively. Modelling provided by KPMG Australia estimates that advisers incur $5334 to provide advice and spend 23.9 hours on average to do so. Should several suggested reforms by the FSC be successfully ...

Shaw and Partners awards tech mandate

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... experience. Shaw and Partners implemented LAB Group's white labelled client onboarding solution, LABform, to support financial advisers and desk assistants to originate domestic and international equity trading accounts for their clients. LAB Group also ...

Sustainable SMAs added to Macquarie Wrap

JAMIE WILLIAMSON  |  FRIDAY, 8 OCT 2021
... Macquarie's flat fee menu offering. "We know that ESG factors have become a really important consideration for many advisers and clients, and we see this trend accelerating in the future. We're really pleased to add the Pendal and Dimensional ...

Fiducian adds $38m FUA to network

KARREN VERGARA  |  FRIDAY, 8 OCT 2021
... management, legal assistance, compliance, and technology support. It is the dealer group's policy not to disclose the names of advisers that join its network. According to Rainmaker's analysis of ASIC Financial Advisers Register, Fiducian currently has ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
Knowing more about financial issues related to ageing will ensure success for financial advisers in the years to come, according to more than half of all CFP professionals. The Financial Planning Standards Board recently surveyed 4250 certified financial ...

Focus acquires sixth advice firm

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... ultra-high-net-worth clients. After signing a definitive agreement, it will become part of Focus' subsidiary Connectus Wealth Advisers. MISSO is the sixth acquisition for Focus in Australia, which most recently took on the George Ferizis Group based ...

Private equity firm divests Zenith

KARREN VERGARA  |  WEDNESDAY, 6 OCT 2021
... purpose across the two organisations, and a belief that together, we can create a really compelling, premium service for advisers, fund managers, super funds and institutional clients." The research house was founded 20 years ago. It has rated more than ...

PFAN appoints chair, deputy

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... currently head of marketing at Ignition Advice and was previously general manager, marketing at the Association of Financial Advisers (AFA). She was senior marketing manager at NEOS Life and head of retail marketing at TAL Life. The board members include ...

Industry calls for expanded CSLR

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... its expected legislation in the coming weeks. The Financial Planning Association of Australia, Association of Financial Advisers, SMSF Association, CHOICE, The Chartered Accountants Australia and New Zealand and CPA Australia are among the groups that ...

Challenger adds market-linked annuity

ANNABELLE DICKSON  |  TUESDAY, 5 OCT 2021
... annuities offering with a range of market-linked options in an attempt to overcome longevity risk and provide financial advisers with more retirement solutions. Ahead of the legislation of the Retirement Income Covenant, Challenger launched a market-linked ...