Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2321 - 2330 of 9818 results for "Advisers"

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... Baranow and John Green. Hamilton has appeared on Financial Standard 's FS Power 50 list and Barron's list of top financial advisers in Australia.

Advice group chief executive exits

KANIKA SOOD  |  FRIDAY, 30 APR 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. "I am grateful for the opportunity to have ...

OpenMarkets hires, acquires, preps for IPO

ELIZABETH MCARTHUR  |  FRIDAY, 30 APR 2021
... investors on lowering risk and generating better returns," he said. "However, larger advice providers like banks and other advisers have retreated from the sector because of higher standards and costs from the Financial Adviser Standards and Ethics Authority. ...

FirstChoice dominates platform market

KARREN VERGARA  |  THURSDAY, 29 APR 2021
New research finds that Colonial's FirstChoice platform is the most popular among financial advisers across all states and territories. Rainmaker analysis of ASIC's March Financial Adviser Register reveals Colonial FirstChoice is the most-used ...

Queensland advice firm joins Connectus

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... already owns stakes in Escala Partners and MEDIQ Financial Services but these are separate from the newer Connectus Wealth Advisers network. The Aspiri transaction is expected to close in the June quarter and is subject to customary closing conditions. ...

Outflows continue at IOOF

KANIKA SOOD  |  THURSDAY, 29 APR 2021
... better than the previous corresponding period's $180 million net inflows. In F ebruary, IOOF flagged it would drop 140 advisers and readied $32 million Buyer of Last Resort (BOLR) spending in FY21 and FY22 as it pivoted towards the self-employed advice ...

Westpac settles life insurance class action

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 APR 2021
... in 2017. It claimed that between 2011 and 2017, customers who received financial advice from Westpac-aligned financial advisers through Westpac, St George Bank, Bank of Melbourne, BankSA and BT Advice were sold needlessly expensive life insurance. According ...

Advisers laud Xplan software

KARREN VERGARA  |  WEDNESDAY, 28 APR 2021
Xplan has emerged as the leading financial planning software among financial advisers, a new Investment Trends survey finds. Iress' Xplan took out the nod for its comprehensive functionality, compliance technology and ability to support advice firms ...

How managers win ESG mandates

ELIZABETH MCARTHUR  |  TUESDAY, 27 APR 2021
... allocations to the AMP Capital Ethical Leaders Balanced Fund. A total of 2854 Australian investors and 321 financial advisers were surveyed as part of this research. The survey found that 78% intend to invest based on environmental factors in the next ...