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Showing 2591 - 2600 of 9818 results for "Advisers"

Self-licensing on the horizon

KARREN VERGARA  |  MONDAY, 19 OCT 2020
Consolidation in the financial advice industry is leading to a second wave of advisers leaving big institutions and potentially taking the self-licensing path. This is according to Centrepoint Alliance group executive of advice Paul Cullen, who said ...

Retail super fund scores best customer service nod

KARREN VERGARA  |  FRIDAY, 16 OCT 2020
... highlighted, CFS also exceeded industry averages in terms of customer service, website and mobile app, investments and advisers, and communication. While AustralianSuper's ranking plummeted, its score did not drop significantly, rather its competitors ...

RIAA, AXA IM launch adviser ESG guide

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... environmental, social and governance (ESG) and impact investment products become available to investors, it is integral that advisers become familiar with them, according to AXA Investment Managers and Responsible Investment Association Australasia (RIAA). ...

Through good and bad: Advisers add value

JAMIE WILLIAMSON  |  THURSDAY, 15 OCT 2020
Despite COVID-19 volatility, financial advisers have managed to deliver value of 5.2% or more each year to clients, according to new research. It's the key finding of Russell Investments' Value of an Adviser Report for 2020, saying this is the case ...

Fresh fundies outperform

ALLY SELBY  |  THURSDAY, 15 OCT 2020
... investors in March 2020. While Moors said the investment manager so far has not had much luck with Australian financial advisers due to its two year track record, the fund's performance and consistency of returns has helped it have some "good conversations ...

A new model is coming: Licensees

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
At the Association of Financial Advisers' Conference, a panel of licensee executives agreed that the advice industry will be pushed towards a new model in the coming years. The panel, facilitated by CoreData founder and principal Andrew Inwood, saw ...

Level premiums to remain

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... disability income insurance, level premiums will continue to exist. Speaking on a panel at the Association of Financial Advisers Conference, MLC chief of life insurance Sean McCormack said he doesn't believe APRA's changes will represent the "death knell" ...

Neuberger Berman bolsters distribution team

ANNABELLE DICKSON  |  THURSDAY, 15 OCT 2020
... from strength to strength." In the role he will be responsible for driving growth in the intermediary channel, providing advisers and investors with investment solutions from equities, fixed income, and private equity. Neuberger Berman head of intermediary ...

Stephen Jones admits to anti-life insurance bias

ELIZABETH MCARTHUR  |  THURSDAY, 15 OCT 2020
At the Association of Financial Advisers annual conference, shadow minister for financial services Stephen Jones outlined Labor's vision for financial advice and admitted to apprehension on life insurance. Jones said, referring to the ASIC review ...

ASIC reviewing risk advice, pushes for scaled advice

ANNABELLE DICKSON  |  WEDNESDAY, 14 OCT 2020
... insurance advice and plans to consult with the industry on scaled advice this year. Speaking at the Association of Financial Advisers Conference, ASIC senior executive leader, financial advisers Kate Metz revealed work has commenced its review of advice ...