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Showing 2341 - 2350 of 4746 results for "Financial advisers"

Global fund manager creates executive role

KARREN VERGARA  |  TUESDAY, 5 JUN 2018
... understanding of alternative beta strategies and a great deal of experience with institutional investors, as well as financial advisers in the Australian and the wider Asia-Pacific markets. The appointment and establishment of the Capital Fund Management ...

Netwealth boosts class action involvement

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... a new reporting style, with the ability for users to produce consolidated reports across multiple accounts. Financial advisers and paraplanners can also now set minimum trade sizes by the percentage of total dollars invested in a managed account, in ...

Promotions at Zenith to capitalise on growth

JAMIE WILLIAMSON  |  TUESDAY, 5 JUN 2018
... and investment consulting services, with the increased interest in managed accounts portfolio services from financial advisers providing a promising growth avenue. "We believe Zenith's competitive advantage in managed accounts is underpinned by the ...

Praemium signs wealth management heavyweight

KANIKA SOOD  |  TUESDAY, 5 JUN 2018
... use Praemium's managed accounts services. Morgan Stanley Wealth Management Australia and its about 115 financial advisers will use Praemium's separately managed accounts (SMA) technology. The managed accounts solution will go live in July, providing ...

$900bn of wealth soon up for grabs: Research

HARRISON WORLEY  |  THURSDAY, 24 MAY 2018
... transition of the industry will have substantial ramifications, including the departure of more than 50% of financial advisers currently employed in the industry. If such an exodus were to occur, Adviser Ratings estimates $900 billion of wealth would ...

TAL bolsters mental health capabilities

HARRISON WORLEY  |  WEDNESDAY, 23 MAY 2018
... the year TAL was named Strategic Insight/AFA Overall Platinum Life Company of the Year at the Association of Financial Advisers Life Company of the Year Awards.

New partnership to simplify estate planning

JAMIE WILLIAMSON  |  MONDAY, 21 MAY 2018
... specialist estate planning law firm to provide free, automated wills. Added estate planning functionality will allow financial advisers using the myprosperity platform to generate a standard, legally binding will from View Legal on behalf of clients. ...

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Only one in five financial advisers consider clients' self-managed superannuation funds to be well diversified. The 2018 SMSF Insights Paper - a collaboration between Investment Trends, BT Financial Group and the SMSF Association - shows that despite ...

Managed accounts aid adviser time management

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
Financial advisers using managed accounts are saving an average of 12.4 hours per week on portfolio management tasks, according to research from NAB and Investment Trends. The report shows using a managed account structure shaves the most time off investment ...

More adviser participation needed to shape ethics code

JAMIE WILLIAMSON  |  WEDNESDAY, 16 MAY 2018
Financial advisers must consult on the draft code of ethics as it contains vague standards the industry has never previously been required to adhere to. While it is already expected that advisers comply with a raft of legal obligations, wealthdigital ...