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Showing 221 - 230 of 616 results for "Cater"

OneVue and managed account provider add scale to advice firm

JAMIE WILLIAMSON  |  THURSDAY, 26 APR 2018
OneVue and a specialist managed account provider have been chosen by a boutique financial advice firm to deliver a customised solution to high-net worth clients. Following a business model review, Victorian advice practice Kuda Wealth now offers a suite ...

Robo-advice on the rise but no replacement

JAMIE WILLIAMSON, KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
Robo-advice presents opportunities for increasing consumer accessibility to financial advice, but Investment Trends data and adviser insight suggests it will never be a panacea. Latest Investment Trends research shows adoption of robo-advice in Australia ...

Findex names new managing partner

ALEX BURKE  |  THURSDAY, 22 MAR 2018
Findex has named the Crowe Horwarth managing partner of South Queensland. Mary Driscoll was previously a senior partner with Findex who oversaw the business advisory team. Before that, she was a principal at William Buck and a manager at DFK Australia ...

Crunch time for limited MDA advisers

KARREN VERGARA  |  WEDNESDAY, 14 MAR 2018
... careful not to fall into the trap of unknowingly operating outside the compliance boundaries or running two business models to cater for the changes, he warned. "There are also no guarantee advisers will have the level of experience required by the regulator ...

Planners preferred over super for wealthier retirees: Research

ALEX BURKE  |  WEDNESDAY, 7 FEB 2018
... research is the need for advice providers and product manufacturers to be more bespoke in their service and product design to cater for the lifestyle characteristics of their retiree clients."

Industry veteran acquires SMSF administrator

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2018
The former executive manager of SMSF education at SuperConcepts is challenging the "industrialisation" of modern SMSF administration through his acquisition of a boutique SMSF admin firm. David Busoli has acquired Brisbane-based SMSF Alliance, a provider ...

Advice group solidifies Gen-Y positioning

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JAN 2018
The future of financial advice will be built around businesses which cater to niche markets, leading to more advisers joining boutique planning groups. This is the view of Wealth Enhancers co-founder and chief investment officer Finn Kelly. The firm ...

AustralianSuper embraces goals-based advice

JAMIE WILLIAMSON  |  TUESDAY, 9 JAN 2018
... goals-based advice and our chatbots, we will know more of what our members want and will be able to develop and grow even more to cater to that," Blackmore said. "A wave of innovative solutions has been and will continue to be created with the sole focus ...

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
The 2018 Financial Standard Investment Leadership Awards recognise investment strategies that showcase all the qualities investors are looking for in an investment manager in an evidence-based and transparent way. Investment leadership is not only about ...

BNP Paribas Asset Management restructures for efficiency

JAMIE WILLIAMSON  |  MONDAY, 20 NOV 2017
BNP Paribas Asset Management streamlined its organisational structure through the creation of a new investment group. Merging its teams from subsidiaries THEAM and CamGestion with that of its multi-asset solutions division, the multi-asset, quantitative ...