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Showing 2541 - 2550 of 9818 results for "Advisers"

ASIC opens consultation on scaled advice

ANNABELLE DICKSON  |  TUESDAY, 17 NOV 2020
The Australian Securities and Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice. As previously announced last month, ASIC's latest consultation paper, Promoting access ...

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
Fidelity Investments has launched a one-stop-shop wealth management platform that helps investment advisers streamline the advice and portfolio construction process. Fidelity Managed Account Xchange (FMAX), which launched on November 16 in the US, allows ...

Fintech to take on super with new hire

ELIZA BAVIN  |  MONDAY, 16 NOV 2020
... experience. Prior to taking the role at Stake, Kitto worked as an SMSF specialist at Intello, Solutions for Financial Advisers. He has also worked as director at Superfund Partners and general manager of Superfund Wholesale. Most recently, he had been ...

CountPlus to continue acquisition spree

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... rejigged its adviser cohort to ensure they meet the professional standards in place. Rowe said a further 240 financial advisers have enquired to join Count Financial but they must meet these standards. "We remain vigilant with our growth plans and only ...

Cashwerkz director departs

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... bond income business, offering greater access to bond and fixed income solutions for wholesale investors and financial advisers. Further to the launch of Bond Income, Cashwerkz launched a funds incubator named Fund Income to support new managers entering ...

Advice firms need technology to survive: FPA

ANNABELLE DICKSON  |  MONDAY, 16 NOV 2020
... The Financial Planning Association's (FPA) recent survey undertaken by CoreData found that just over half of financial advisers surveyed (50.7%) believe advice businesses with outdated technology will not survive. The FPA argues that the implementation ...

FPA announces new specialist designation

ELIZA BAVIN  |  THURSDAY, 12 NOV 2020
... clients and financial planners are uniquely positioned to provide completely objective guidance and advice." The FPA said advisers who wish to apply to become an aged care specialist can do so through completing the Aged Care Steps accredited aged care ...

ClearView flags future with HUB24

ELIZABETH MCARTHUR  |  THURSDAY, 12 NOV 2020
... meeting, ClearView hinted at the future of its developing partnership with HUB24. Through the partnership, ClearView offers advisers and customers an investment administration wrap platform facilitated by HUB24. "Our ambition in wealth management is ...

Dealer group chief departs

ELIZABETH MCARTHUR  |  WEDNESDAY, 11 NOV 2020
... immensely grateful to our team of talented and passionate staff members over this period and most importantly, to the advisers & business principals, with whom I have been humbled by their dedication, loyalty and drive in creating a high-performance ...

HUB24 partners with wealth platform

ANNABELLE DICKSON  |  WEDNESDAY, 11 NOV 2020
Managed accounts platform HUB24 and wealth management software myprosperity have partnered to allow financial advisers who use both platforms to access digital signature functionality. Advisers will now be able to use myprosperity's integrated digital ...