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Showing 2271 - 2280 of 9816 results for "Advisers"

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
... won a technology solution mandate from a recently launched dealer group. Dealer group Finchley & Kent claims that its advisers save up to 60% of their time on administrative work as a result of this new partnership. The solution is speeding up file notes ...

IOOF completes merger, appoints executives

ELIZABETH MCARTHUR  |  TUESDAY, 1 JUN 2021
IOOF completed its acquisition of MLC Wealth from National Australia Bank yesterday, adding 406 financial advisers to IOOF and making key appointments. Nine months after announcing the deal, IOOF has integrated MLC Wealth in a move that has also doubled ...

UBS AM wholesale client coverage lead departs

KARREN VERGARA  |  MONDAY, 31 MAY 2021
... Ben Williams joined UBS AM in August 2017, tasked with managing relationships with aligned and independent financial advisers. His other responsibilities included building, implementing and monitoring the firm's strategic engagement with a broad range ...

CountPlus acquires tech solution

ELIZABETH MCARTHUR  |  MONDAY, 31 MAY 2021
... to best practice capabilities. "We understand the importance of creating efficiencies in how we deliver advice so that advisers and their clients have a positive experience," CountPlus chief executive Matthew Rowe said. "Wealth Axis has a strong reputation ...

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
... Ignition's offering is expected to be effective in the last quarter year. Advice will still be provided by M&G's human advisers but will be underpinned by technology that automates processes like fact find, online submission and sustainability report ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
... generate a statement of advice from eight hours to two hours. Asendium is aiming to reduce three major bottlenecks for advisers: processes, people and fragmented systems. Asendium chief executive and former financial adviser Scott Miller told Financial ...

Potential small carve out for annual renewal law

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... will potentially provide leeway in the imminent annual renewal law, by not taking regulatory action against financial advisers who fail to provide a financial disclosure statement. The Association of Financial Advisers (AFA) has identified practicality ...

Link moves to streamline super fund advice

ELIZABETH MCARTHUR  |  THURSDAY, 27 MAY 2021
... fact find documents, auto-populating fact find modules to improve member experience and automating data entry to save advisers time. These capabilities should allow funds to provide personalised financial advice at a reduced cost per-member by putting ...

Magellan retirement product nears launch

KANIKA SOOD  |  WEDNESDAY, 26 MAY 2021
... believe it will help address the challenges faced by many investors and the challenges faced by many investors and their advisers, particularly those dealing with the problem of establishing a retirement income...," Magellan chief executive Brett Cairns ...

Research reveals factors influencing advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 MAY 2021
A study which saw financial advisers providing advice for hypothetical clients found glaring inconsistencies in risk assessments, with suggestions an adviser's own circumstances can influence the advice provided. The data from Oxford Risk shows, when ...