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Showing 2101 - 2110 of 18261 results for "Plan"

UK to ban cold calling on all financial products

JAMIE WILLIAMSON  |  FRIDAY, 5 MAY 2023
... that it's a scam. Fraud costs the UK government about $13 billion a year, accounting for more than 40% of all crime. "Our plan will help protect you and your loved ones from these scams and the predators who perpetrate them. The time has come to put ...

Private markets boost Macquarie AM results

KARREN VERGARA  |  FRIDAY, 5 MAY 2023
Private markets buoyed Macquarie Asset Management (MAM), but the green energy sector dragged its performance in the year to March 2023. MAM saw funds under management of $870.8 billion rise 10% year on year but failed to replicate this growth across ...

FAAA suggests adviser pathway tweaks

CHLOE WALKER  |  FRIDAY, 5 MAY 2023
The Financial Advice Association Australia (FAAA) has supported the government's experienced adviser pathway proposal, though suggests the measure be better targeted. The proposal, opened to consultation last month, seeks to clarify the educational ...

Kilter Rural launches $500m agriculture fund

CHLOE WALKER  |  THURSDAY, 4 MAY 2023
The Kilter Agriculture Fund is set to launch this month, providing investors access to institutional quality farmland aggregation in the New South Wales Riverina. The initiative will see an initial purchase of 7000 hectares grow to an aggregation of ...

Digitisation, personalisation key for advice firms: BlackRock

CHLOE WALKER  |  WEDNESDAY, 3 MAY 2023
In an exclusive interview with Financial Standard, BlackRock US wealth advisory group director Jim Renitsky said digitisation and personalisation at scale have become key differentiation points for adviser businesses. Reflecting on trends seen in the ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

Superhero to launch adviser platform

CASSANDRA BALDINI  |  WEDNESDAY, 3 MAY 2023
The platform, set to hit the market in the first half of next year, will focus on providing accessible investment and superannuation portfolio solutions to better serve financial advisers and their clients. Superhero chief executive and co-founder John ...

GBST acquires WealthConnect platform

ANDREW MCKEAN  |  WEDNESDAY, 3 MAY 2023
GBST has bolstered its fintech portfolio by acquiring WealthConnect, the flagship product of the now-defunct financial software provider Creativemass, for an undisclosed amount. WealthConnect is a digital practice management, customer relationship management ...

MLC Life appoints chief investment officer

KARREN VERGARA  |  TUESDAY, 2 MAY 2023
MLC Life Insurance has appointed an executive who will take on the dual roles of chief investment officer and deputy chief financial officer. Hiroyuki Endo, who was most recently the general manager of the separate account investment department for ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI  |  TUESDAY, 2 MAY 2023
Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ...