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Showing 2421 - 2430 of 4746 results for "Financial advisers"

Managed accounts climb to $57bn

ALEX DUNNIN  |  TUESDAY, 27 MAR 2018
... IMAP chair Toby Potter said managed accounts have raised the bar for the level of services and functionality financial advisers and their clients increasingly expect from their platforms. The sector's growing attractiveness has drawn not just new market ...

Milliman hires for greater adviser exposure

JAMIE WILLIAMSON  |  MONDAY, 26 MAR 2018
... responsible for spearheading the development and management of retail and wholesale partnerships, focusing on financial advisers and dealer groups. Whelan served as head of adviser services at Morningstar from 2012 to 2016 and was most recently general ...

ABDO unveils top investment strategies

KARREN VERGARA  |  THURSDAY, 22 MAR 2018
... and strategic adviser Bruce Campbell began the Sydney event, highlighting critical macroeconomic forces that financial advisers should factor when allocating clients' money. At a granular level, advisers shouldn't forget about dividend returns and the ...

GROW Super begins group insurance innovation

JAMIE WILLIAMSON  |  THURSDAY, 22 MAR 2018
... financial advice. IOOF has taken a minority stake in the start-up, which will work with IOOF licensees and financial advisers to develop digital capabilities across several engagement points. Speaking at the Conference of Major Super Funds in Brisbane ...

CGA acquires Switzer, appoints new chief executive

ALEX BURKE  |  WEDNESDAY, 21 MAR 2018
... it to launch retail-backed funds; expand the company's relationship with a network of retail and independent financial advisers; and allow it to "use the Switzer name, a well-recognised and respected brand in the retail investment market." Marty Switzer ...

Industry responds to latest FASEA guidance

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
... Financial Adviser Standards and Ethics Authority yesterday. In acknowledging FASEAs statement, the Association of Financial Advisers told members it would like to see further changes to deliver better outcomes. It is concerned the proposed reforms will ...

FSC honours life insurance industry talent

KARREN VERGARA  |  WEDNESDAY, 21 MAR 2018
... research organisation the Black Dog Institute. Since a training refresh in October 2017, AMP has seen about 600 financial advisers voluntarily undertake the training. "To have so many of our advisers proactively opt-in to take the training in just six ...

Wealth firm appoints chief financial officer

DARREN SNYDER  |  TUESDAY, 20 MAR 2018
... appointments and rebranding coincide with the group launching a new product range which aims to capture the market of financial advisers and clients of different generations. Generation Life is a regulated life insurance company and has provided investment ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... guidelines for existing advisers, as well as its draft Code of Ethics. Under the proposed requirements, existing financial advisers with a bachelor's degree in a related field will have to complete a bridging course comprising three units of study to ...

Praemium data feeds added to BGL platform

KANIKA SOOD  |  MONDAY, 19 MAR 2018
Praemium's automated data feed for financial advisers is now available on BGL's Simple Fund 360 platform. The new data feed will use BGL SmartPost II to automatically move money to ledger accounts. BGL managing director Ron Lesh said his team has been ...