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Showing 221 - 230 of 820 results for "Dickson"

Broken advice industry shuns everyday Aussies: AFA

KARREN VERGARA, ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The alarming rate that financial advice is increasingly becoming unaffordable for everyday Australians further cements the position of the rich and powerful, an inquiry heard this morning. The Association of Financial Advisers president Michael Nowak ...

IOOF advice outflows soar

ANNABELLE DICKSON  |  THURSDAY, 29 JUL 2021
The wealth manager recorded significant outflows in its financial advice business as advisers departed following its transformation strategy. Financial advice recorded $2.2 billion in outflows from 33 advisers departing from IOOF's self-employed advice ...

Commonwealth FP under review, partially offloaded

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Commonwealth Bank has transferred part of Commonwealth Financial Planning to AIA, with the remainder of the business now subject to a strategic review. The big bank has offloaded part of Commonwealth FP to AIA Financial Services, a wholly owned subsidiary ...

Managed accounts fulfil best interest

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
The increased uptake of managed accounts is seeing advisers fulfil their client best interest duty with ease, according to new research. The latest Investment Trends Managed Accounts Report showed 91% of advisers rated managed accounts as 'good' or ...

Royce Investment Partners launches small-cap fund

ANNABELLE DICKSON  |  WEDNESDAY, 28 JUL 2021
Royce Investment Partners, a Franklin Templeton subsidiary, is launching in the domestic retail investment market with a global small-cap fund. The Royce Global Small-Cap Premier Fund is an actively managed, unlisted Australian unit trust that will ...

Robo advice potential skyrockets

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
The Australian robo advice industry has doubled its potential market size over the last two years, new research shows. Rainmaker Information data shows the robo advice industry could reach $60 billion, up from $30 billion estimated in 2018. The data ...

Lumiant launches fact find module

ANNABELLE DICKSON  |  TUESDAY, 27 JUL 2021
Lumiant has launched a free module for its adviser customers to enhance its fact find process by including a survey to understand clients' ideal outcomes. The Your Life module includes statements based around Lumiant's eight dimensions of wellbeing ...

NSX partners with retail platform

ANNABELLE DICKSON  |  MONDAY, 26 JUL 2021
The National Stock Exchange is partnering with online retail broking platform Marketech, to give smaller companies access to capital. The partnership aims to improve liquidity for emerging Australian companies and allowing active traders to have real ...

Cromwell nabs Investa chief

ANNABELLE DICKSON  |  MONDAY, 26 JUL 2021
The ASX-listed property investor and fund manager has appointed Investa Property Group's former chief executive to lead the company. Jonathan Callaghan will commence the role of chief executive no later than January 2022, replacing Paul Weightman who ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... freed up to focus more on serving the client rather than back-end administration," The Moreton Group director Cameron Dickson said. It comes after Zenith recently added four partnered client portfolios to AMP's MyNorth. Zenith head of consulting ...