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Showing 2661 - 2670 of 9818 results for "Advisers"

Advisers more bearish than clients

JAMIE WILLIAMSON  |  FRIDAY, 28 AUG 2020
This year is the first time financial advisers have been less optimistic than retail investors, with advisers only anticipating capital gains of 1.3% over the next 12 months from local shares. That's according to the latest data from Investment Trends ...

Dealer group investment head departs

ELIZABETH MCARTHUR  |  THURSDAY, 27 AUG 2020
... said its plans for growth are to "aggressively pursue inorganic opportunities". The dealer group said 79 new financial advisers had joined the licence in the last year along with 49 new firms. With the advisers that left Centrepoint, the dealer group ...

Two Sydney advice firms merge

ELIZA BAVIN  |  THURSDAY, 27 AUG 2020
... Sydney-based advice firms have merged, with the firms saying it was not a decision either party made lightly. Halcyon Wealth Advisers has merged with Principle Advisers with the aim to take the business into the future and enable financial advisers to ...

Australian Ethical benefits from seismic cultural shift

ALLY SELBY  |  WEDNESDAY, 26 AUG 2020
... of energy into because our direct to consumer offer is going so well," he said. "We have had a significant number of advisers look to us for solutions so our energy has been going into supporting that increased growth." It comes as the $4.05 billion ...

AFA to host virtual conference

JAMIE WILLIAMSON  |  WEDNESDAY, 26 AUG 2020
The Association of Financial Advisers will host a virtual conference via live broadcast from October 14-15. The AFA VISION Conference will be filmed at the Museum of Contemporary Art in Sydney and broadcast live to delegates across Australia. Sessions ...

Clients value advice during pandemic

KARREN VERGARA  |  TUESDAY, 25 AUG 2020
... of practices, according to Investment Trends. The latest study from the research house surveyed nearly 700 financial advisers in May at the height of the global pandemic and found that while advisers have minimised client attrition, this unfortunately ...

Cashwerkz to launch funds incubator

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... launched a new bond income business, set to provide bond and fixed income solutions to wholesale investors and financial advisers. "Bond Income increases the revenue capability of Cashwerkz given the additional margins bonds and fixed income products ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... arena. "The appointments add further momentum to our desire to provide a flexible and adaptable tech model for financial advisers while also advancing customer experience," he said. The software company also announced the addition of a modelling and ...

HUB24 reports record results

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... customers, team and shareholders for their continued support." In addition to the 105 new licensees, HUB24 also revealed 441 advisers started using the platform during the financial year, an increase on 27.1% compared to the previous period. The platform ...

FS Power50: Vote now

STAFF WRITER  |  TUESDAY, 25 AUG 2020
Voting has opened for the 2020 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 170 nominations for the FS Power50 and the voting process has now launched. "The FS Power 50 ...