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Showing 251 - 260 of 1430 results for "Channel"

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
BT and Striver have launched a program which aims to tackle the financial advice industry's talent shortage, using a tech-based human resources platform and guiding new entrants towards the profession. The program includes more than 20 events across ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... appreciate our definition is not the only definition," he said. "But we define digital advice very simply as the digital channel delivery of regulated personal advice." He said, in practice, this form of advice will often be delivered in a hybrid manner. ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN  |  FRIDAY, 31 MAR 2023
A Retail Market Conduct Task Force report, issued by IOSCO, has revealed a series of escalating threats to retail investors. The findings will shape ASIC's strategic priorities concerning retail investor harm, focusing on crypto assets, sustainable ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... group and ETF capital markets for the Asia Pacific Minh Tieu says numerous active funds are taking advantage of the ETF channel to distribute products. "New listings in the ETF space are active ETFs. This is unique. Not a lot of other jurisdictions allow ...

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
Kapstream Capital has scored a new mandate from an $8.4 billion fund manager. Australian Ethical has appointed the fixed income specialist to its stable. In selecting Kapstream, Australian Ethical deputy chief investment officer and head of multi assets ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
A $2 billion corporate fund is the super giant's latest merger partner, kicking off due diligence last week. Australian Retirement Trust (ART) has signed a Memorandum of Understanding with Alcoa Super to explore a potential successor fund transfer. ...

GBST revamps wealth platform, unveils corporate rebrand

ANDREW MCKEAN  |  WEDNESDAY, 15 MAR 2023
Tomorrow, GBST will launch its enhanced SaaS Composer wealth management administration platform and refreshed brand to support a new strategic direction. GBST's upgraded SaaS Composer platform offers organisations a consolidated view of their customers' ...

Bridges can meet advice affordability gap: Mota

KARREN VERGARA  |  FRIDAY, 24 FEB 2023
Following a massive overhaul, Insignia Financial chief executive Renato Mota is confident that one of its brands will be able to meet the growing advice affordability gap. Commenting on the recent performance of the advice business, Insignia chief executive ...

Vanguard Super head resigns

CHLOE WALKER  |  TUESDAY, 7 FEB 2023
Just three months on from the launch of its product, the head of Vanguard's superannuation business is set to leave. Michael Lovett will depart Vanguard at the end of the month. Commenting on Lovett's departure, Vanguard Australia managing director ...

Associations call for improved access to financial advice

ANDREW MCKEAN  |  FRIDAY, 3 FEB 2023
The Joint Association Working Group (JAWG) has urged the government to improve access to financial advice through the Quality of Advice Review (QAR) proposals. In a letter to assistant treasurer and minister for financial services Stephen Jones, the ...