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Showing 2201 - 2210 of 9816 results for "Advisers"

ROA relief guidance released

KARREN VERGARA  |  FRIDAY, 16 JUL 2021
ASIC and the Financial Adviser Standards and Ethics Authority have provided further guidance on how advisers can use Records of Advice to make the most of the temporary measure. The corporate regulator and FASEA said the guidance and case study they ...

Raiz rolls out SMSF functionality

ELIZABETH MCARTHUR  |  THURSDAY, 15 JUL 2021
... changes, no switching fees between portfolios, and no fee for automatic rebalancing. Raiz is now reaching out to financial advisers, asking them whether they think its products are in the best interests of clients and should be on approved product lists. ...

Demand soars for global equities ETFs

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... in assets under management. A separate study by AUSIEX reinforced the popularity of ETFs. Before COVID-19, one in five advisers trading via platforms invested in ETFs. This figure has now gone up to one in two using ETFs, as many looked to this vehicle ...

Astute Wealth alleges copyright breach

KARREN VERGARA  |  TUESDAY, 13 JUL 2021
... copyright and to cease providing the questionnaire. Santi Burridge launched Lumiant in February as a platform helping advisers deliver goals-based advice. It closed a round of funding on June 22 with the aim of raising another $2 million to expand. A ...

AMP North adds portfolios

ANNABELLE DICKSON  |  TUESDAY, 13 JUL 2021
... using Zenith's investment and manager selection knowledge. "Managed portfolios are deeply valued, with close to half of advisers in Australia now incorporating them as part of their investment strategies for clients," AMP director of platforms Edwina ...

Ord Minnett appoints state lead

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... respect for the heritage of the business," he said. Lane has featured in the Barron's Top 100 Australian Financial Advisers list in 2020 and 2021.

Hejaz expands with three new funds

KARREN VERGARA  |  MONDAY, 12 JUL 2021
... group, looking to take the offerings to the international stage in the near future. Hejaz currently has 15 financial advisers and is in the process of recruiting more and recently hired a business development manager. It looks to have 50 advisers on ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
... Elsewhere, last week Class announced it had decided to either convert or redeem its $3.1 million investment in Philo Capital Advisers after concluding it is not in the best interest of its shareholders.

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
... "I take great pride in our accomplishments during the more than three years in which I have served the company and the advisers and clients throughout Australia that we support," Benbow said of his departure from the dealer group. "I am grateful for ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... introduces granular data sets that change the way fees and costs data is disclosed. "We are putting the power in the hands of advisers and investors to really understand the product and make informed choices," he said. TCR has two versions: one is forward-looking ...