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Showing 2501 - 2510 of 9817 results for "Advisers"

Advice associations join forces

ANNABELLE DICKSON  |  WEDNESDAY, 9 DEC 2020
... "Accountants want to protect their client base from outside influence by establishing a relationship with an adviser and advisers want new client referral sources," he said. "This relationship satisfies both parties creating a naturally symbiotic culture ...

Iress scores dealer group mandate

JAMIE WILLIAMSON  |  TUESDAY, 8 DEC 2020
A privately owned dealer group home to more than 70 financial advisers has partnered with Iress to provide a streamlined compliance solution. FYG has adopted Iress' data analytics solution, Lumen. The Lumen software scans for risks such as non-compliance ...

Link takeover heats up

KARREN VERGARA  |  TUESDAY, 8 DEC 2020
... confidentiality agreement. Yesterday, Link said it will consider SS&C's proposal and obtain advice from its financial and legal advisers. "Shareholders do not need to take any action in relation to the SS&C Proposal. It should be noted that there ...

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... appointment comes amid upheaval for AMP's financial adviser network. A class action was filed in July against AMP by its own advisers in relation to the institutions decision to slash Buyer of Last Resort valuations. AMP is also in the midst of a portfolio ...

AllianceBernstein Australia eyes ETFs

KANIKA SOOD  |  MONDAY, 7 DEC 2020
... advice/institutional split. Driscoll said she expects the ETF's investors to come primarily from SMSFs and financial advisers who prefer listed funds. The fees for the quoted units will be the same at 55bps per year. The exchange is yet to be decided ...

Advice firm launches dealer group

JAMIE WILLIAMSON  |  MONDAY, 7 DEC 2020
... Insight Investment Partners' proprietary iComply2 software which has been available to external, self-licensed financial advisers for about 12 months. "The priority was really building the technology and as I've continued to build it out, I've done it ...

Advisers should service cashed-up investors: FCA

KARREN VERGARA  |  FRIDAY, 4 DEC 2020
... consumer support services so they have the confidence to invest, the FCA found. Complaints made about dodgy financial advisers have dropped by more than a quarter (25%), from 2197 in 2016-17 to 1635 in 2019-20. Some 4.1 million (8%) of UK adults have ...

US wealth manager acquires three Aussie firms

ELIZABETH MCARTHUR  |  THURSDAY, 3 DEC 2020
... announced. Brady & Associates Group, Link Financial Services Group and the Westwood Group will join the Connectus Wealth Advisers network, having been acquired by Focus. In Australia, Focus already owns Escala Partners and MEDIQ Financial Services but ...

Dealer service provider adds former MLC advice firm

KANIKA SOOD  |  WEDNESDAY, 2 DEC 2020
... also have the backing of a strong and experienced partner." LaVista said it has added 30 AFSLs in two years, as more advisers leave the big institutions to set their own shops and seek a licensee support solutions provider. Its other recent additions ...

Acadian reduces fees

ELIZA BAVIN  |  WEDNESDAY, 2 DEC 2020
... behavioural investment insights." Hair said the decision was made as the company sharpens its focus on helping financial advisers keep costs down in Australia. "The fee reductions are as a result of bringing wholesale distribution in-house and our aim ...