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Showing 2841 - 2850 of 9818 results for "Advisers"

FASEA too soft on ethical investing: Advisers

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
During a Responsible Investment Association of Australasia webinar some financial advisers have suggested that FASEA's Code of Ethics doesn't go far enough on ethical investing. Appearing on the webinar, Federation Financial Services adviser Dave Rae ...

AZ NGA makes 64th acquisition

ELIZABETH MCARTHUR  |  THURSDAY, 30 APR 2020
... Sydney and Brisbane. Certe Wealth Protection is a specialist risk insurance advice business that currently employs four advisers and seven support staff. It has approximately $16 million of inforce premium. The deal included a cash payment of 51% upfront ...

Global manager reduces fees on flagship fund

ALLY SELBY  |  THURSDAY, 30 APR 2020
... come into effect from 1 January 2021. With this change, the full effect of the FOFA laws will come to fruition, banning advisers from receiving conflicted remuneration entirely. T. Rowe Price Australian sales manager Darren Hall said the management fee ...

Madison sale slated for May completion

KANIKA SOOD  |  WEDNESDAY, 29 APR 2020
... million that Phil Kingston's fast-growing company owed it before defaulting on its debt. Madison, which includes about 100 advisers, is currently in a sales process being run by Seaview Consulting's Bob Neill. "...the sale process of the Madison Group ...

CBA sells CommSec Adviser Services

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 APR 2020
... and assets of AUSIEX. AUSIEX is CommSec's wholesale investor arm, providing trading and execution services to financial advisers and brokers. CBA said CommSec, its retail broking business, remains core to its strategy and will be retained. "AUSIEX is ...

Australians hate complexity, not annuities: Research

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 APR 2020
... that gets used," Melbourne Business School senior research fellow Teagan Altschwager said. "When we talked to financial advisers and people from super funds and government about annuities, most of them said they thought customers don't like them ...

BNY Mellon IM boutique heads for ASX mFunds

KANIKA SOOD  |  TUESDAY, 28 APR 2020
... mandates in the same strategy. mFunds is the ASX's marketplace for unlisted managed funds, allowing investors and advisers to buy and sell units in managed fund via a broker on the mFund settlement service. It was launched in 2014. ASX's mFunds ...

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
Advisers using BT's flagship platform now have access to a suite of State Street ETF model portfolios, as the popularity of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama ...

Praemium adds Chi-X products

HARRISON WORLEY  |  MONDAY, 27 APR 2020
From today, financial advisers using Praemium have access to Chi-X's suite of funds, TraCRs and warrants. Praemium has become the latest wealth management platform to recognise the popularity of Chi-X's range of products, after Powerwrap made the firm's ...

IOOF, CountPlus, Iress want better path to fee consent

ELIZABETH MCARTHUR  |  FRIDAY, 24 APR 2020
... CountPlus chief executive Matthew Rowe said the amount of additional work that the new legislation would require financial advisers to complete is unrealistic. "Our modelling indicates the new disclosure requirements will create an additional 50,000 ...