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Showing 2801 - 2810 of 9818 results for "Advisers"

AMP, Pendal launch new managed portfolio

ELIZABETH MCARTHUR  |  THURSDAY, 21 MAY 2020
... Bourguignon said. "We'll continue to target our investment and enhancements for MyNorth toward the three aspects we know advisers and clients most value in a wrap platform: investment capability, administrative performance and value for money." AMP director ...

Advisers involved in ERS scams: ASIC

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 MAY 2020
ASIC superannuation senior executive leader Jane Eccleston has written an article pointing to financial advisers as part of the problem in scams targeting people's super amid COVID-19. Eccleston said: "ASIC is concerned that some advisers may use the ...

Client drags advice firm, advisers to court

KANIKA SOOD  |  WEDNESDAY, 20 MAY 2020
A woman has dragged an advice firm and its leads to court, claiming they took control of her bank accounts and misappropriated about $1.4 million of her money. Danusia Giam is seeking compensation from Melinda and Robert Patterson and three related ...

Platform to shine light on structured products

HARRISON WORLEY  |  TUESDAY, 19 MAY 2020
An investment platform is promising to shine light on the opaque structured product market, helping advisers and their clients understand more about the traditionally exclusive offerings. Local fintech Stropro has launched a new reporting solution designed ...

Powerwrap inks strategic partnership

HARRISON WORLEY  |  MONDAY, 18 MAY 2020
... currently manages around $1 billion in alternative assets. Davidson said alternative assets could be the solution for advisers searching for investment choices which will deliver their sophisticated clients higher returns despite the current environment. ...

Challenger launches new retirement tool

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... shows Australians hold various misconceptions about their retirement income, and still harbour barriers in speaking with advisers. According to Challenger chief executive distribution, product and marketing Angela Murphy, the firm decided to "do more ...

FASEA blame game on in earnest

HARRISON WORLEY  |  FRIDAY, 15 MAY 2020
... stunt by the opposition, or the government's ignorance of a sector under immense pressure? Either way, financial advisers have again been left uncertain as to their responsibilities under the FASEA education requirements, after the government's ...

Technical Services Forum: Testing risk tolerance

ELIZA BAVIN  |  THURSDAY, 14 MAY 2020
... Services Forum has heard. Digitally presenting, Challenger's head of technical services Andrew Lowe said many financial advisers are facing the challenge of easing their client's concerns surrounding COVID-19. Lowe said one factor of key importance is ...

Behavioural tools to limit losses, fear

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... especially after a significant crash, but focusing on practical techniques to limit behavioural risk can help financial advisers limit the fear, anxiety and grief that they and their clients may be feeling. Behavioural finance provides us with the tools ...

Practice valuations avoid COVID-19 hit

HARRISON WORLEY  |  THURSDAY, 14 MAY 2020
Financial advisers looking to sell their business in the midst of COVID-19 would be wise not to accept discounted offers, with experts saying the pandemic has barely touched the market. Speaking with Financial Standard, Radar Results founder John Birt ...