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Showing 2621 - 2630 of 9818 results for "Advisers"

ASI bolsters SMA service

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... has goals-based models and manages 18 multi-asset, Australian equities and ETF portfolios, aiming to give time back to advisers. Aberdeen Standard Investments head of wholesale sales Con Koromilas said ASI's SMA service also supports advice firms to ...

AstuteWheel integrates with Xplan

ANNABELLE DICKSON  |  MONDAY, 28 SEP 2020
... software provider AstuteWheel has integrated with financial advice software Xplan following overwhelming demand from advisers who were using both services. AstuteWheel managing director Hans Egger said 80% of advisers who use AstuteWheel and Xplan wanted ...

More clarity on life insurance best interest duty needed: Research

ELIZA BAVIN  |  FRIDAY, 25 SEP 2020
... implemented in practice. "The Taskforce believes that the interpretation of BID for life insurance has evolved over time and advisers tend to recommend the most feature rich policies and rely on rating houses to identify those products," the report said. ...

BetaShares' Nasdaq ETF surpasses $1bn

ALLY SELBY  |  FRIDAY, 25 SEP 2020
... response to the COVID-19 pandemic," he said. "We're very proud that tens of thousands of Australian investors and their advisers are now using the NDQ ETF to obtain a core allocation to global equities, with dynamic growth potential." The Nasdaq 100 ...

ASIC wealth director nabs promotion

ALLY SELBY  |  THURSDAY, 24 SEP 2020
... director of wealth management in January 2019, after serving as a senior executive leader in the regulator's financial advisers division previous. In her previous role, Bird led and managed a team of 60 people across several Australian states, responsible ...

ASIC extends advice, capital raising provisions

ANNABELLE DICKSON  |  THURSDAY, 24 SEP 2020
... uncertainty of the pandemic. The corporate regulator has extended the capped advice fees regarding ERS at $300, allowing advisers to provide a record of advice rather than a comprehensive statement of advice in this circumstance until 15 April 2021 rather ...

MLC Life restructures, appoints lead

JAMIE WILLIAMSON  |  WEDNESDAY, 23 SEP 2020
... officer, leading the division. MLC Life said the restructure will help deliver superior experiences for customers, financial advisers and superannuation funds, with McCormack saying: "Frankly speaking, I recognise that the current service experience ...

Count Financial adds member firm

ANNABELLE DICKSON  |  WEDNESDAY, 23 SEP 2020
... business, particularly with the added challenge of COVID-19." The expansion follows a growth strategy which has seen 50 advisers added to its network since the start of this year. Count Financial chief advice officer Andrew Kennedy said having the firm ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
... launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes portfolios with different ...

Robo advice solution set to launch

ALLY SELBY  |  TUESDAY, 22 SEP 2020
... Klassen believes the best outcome for clients is a combination of digital and full-service advice. "We want to support advisers in the integration process, acknowledging that between COVID-19 and FASEA, they have plenty to deal with already," he said. ...