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Showing 2851 - 2860 of 9818 results for "Advisers"

Morningstar acquires global ESG ratings house

ALLY SELBY  |  FRIDAY, 24 APR 2020
... across Morningstar's existing research and solutions. The data and insights will be available to individual investors, advisers, private equity firms, investment managers, plan sponsors, and credit issuers, it said. Sustainalytics chief executive ...

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
Regulatory and compliance burden is a bigger challenge and disruption for financial advisers than COVID-19, the global pandemic that has ripped both economies and lives to shreds. In an interview with Financial Standard, Investment Trends research director ...

Has COVID-19 solved the advice problem?

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... the transition been, that Shadforth is now mulling the possibility of launching a low-cost advice model which would see advisers service clients via Zoom meetings and screen sharing. Dillon told Financial Standard the prospect of operating Shadforth ...

Risk advisers under fire

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
... claims handling found superior consumer outcomes for group life insurance, leading a prolific law firm to suggest risk advisers add little to no value. Maurice Blackburn superannuation and insurance principal Josh Mennen said the report did not find ...

500 advisers exit during COVID-19

ELIZABETH MCARTHUR  |  THURSDAY, 23 APR 2020
Rainmaker analysis of the ASIC Financial Adviser Register shows that just shy of 500 financial advisers have left the industry in the last two months. From 27 February 2020 to 23 April 2020 the ASIC FAR dropped from 23,226 advisers (excluding time share ...

AMP bleeds $18 billion

HARRISON WORLEY  |  THURSDAY, 23 APR 2020
... was largely thanks to its flagship wealth platform, North, which took on $400 million in funds from external financial advisers. AMP Capital saw its average assets under management for the quarter increase by about $700 million, despite ending it with ...

Dealer group AFSL in limbo

ALLY SELBY  |  THURSDAY, 23 APR 2020
... applied for a review of the regulator's decision. According to Rainmaker data, the dealer group is home to about 84 advisers. Just last year US-based consultancy firm Anvia Holdings Corporation took a 95% stake in MyPlanner Professional. ASIC imposed ...

Challenger winds up boutique partnership

KANIKA SOOD  |  WEDNESDAY, 22 APR 2020
... Commission had showed some signs of improvement before the pandemic hit. "There's no doubt that the challenges financial advisers were already facing following the Royal Commission have been further exacerbated by the pandemic, which has impacted their ...

Managed accounts use broadens

HARRISON WORLEY  |  WEDNESDAY, 22 APR 2020
Latest research on financial advisers' use of managed accounts shows their increasing popularity among advisers with lower-balance clients. Once reserved for wealthy clients, managed accounts are proving popular for financial advisers with lower-balance ...

HUB24 net inflows up 72%

ALLY SELBY  |  WEDNESDAY, 22 APR 2020
... been driven by support from its large national licensee and broker channels, as well as new business from self-licensed advisers and boutiques. Despite its strong net inflows in the quarter, HUB24 predicts net inflows will soften in the June quarter ...