Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2901 - 2910 of 9818 results for "Advisers"

New firm joins Count Financial network

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 APR 2020
... six months, we have a busy agenda of new initiatives to continue to roll out," Kennedy said. "We not only enable our advisers to focus on providing more valuable services to clients, but we are a quality licensee and partner for firms in these times ...

Product provider partners with BTFG

ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... market conditions. "This has been the most challenging market we've seen in a generation," Pourbaix said. "For financial advisers and their clients, it really emphasises the need for professionally managed investment solutions that can manage risks and ...

Portfolio rebalancing should be timed: Xplore

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
... (MDAs), as well as separately managed accounts (SMAs) have reaffirmed their status as an efficient structure to support advisers and investment managers handle their clients' wealth confidently. "The ability to transact quickly and efficiently during ...

Will COVID-19 infect mortgages and RMBS?

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
... economy." Meanwhile, closer to home La Trobe Financial (a non-bank providing funding and investments) has assured financial advisers and investors that it has no liquidity issues. "There's no liquidity stress at La Trobe Financial," chief investment ...

Trust in advisers lifts as pandemic fear ensues

ALLY SELBY  |  FRIDAY, 27 MAR 2020
Advisers are the most trusted source of information surrounding the impacts of COVID-19, above government sources and the media, according to research coming out of MLC Wealth. It's a key finding of a survey of over 1600 MLC clients and members ...

SMSFs in flashback to 2008

ELIZABETH MCARTHUR  |  FRIDAY, 27 MAR 2020
Self-managed super fund professionals and trustees may be feeling some deja-vu, as the same measures that were used in 2008 have been brought in to guide the sector through the COVID-19 pandemic. Terry Pinnell, chair of the Ethical Advisers' Co-op ...

Cash management account to shutter

KANIKA SOOD  |  FRIDAY, 27 MAR 2020
... decision was taken in 2019, as CFS prepared to separate from CBA, and is unrelated to the current market environment. Advisers were first notified of the changes last November, according to CFS. Clients have been advised to nominate alternative cash ...

Good time to be in managed accounts: IMAP

ELIZA BAVIN  |  FRIDAY, 27 MAR 2020
The COVID-19 crash has had an effect on all investment advice, but for financial advisers using managed accounts the blow has been slightly eased, according to IMAP chair Toby Potter. Potter told Financial Standard that while it is likely managed account ...

No evidence of fear-driven withdrawals so far: Fiducian

ALLY SELBY  |  THURSDAY, 26 MAR 2020
... normal operations," the firm said. It's business as usual, Fiducian said, "albeit in a different setting". All financial advisers remain connected with clients by phone or video conferencing, the group said, so as to help guide their clients through ...

Challenger general manager jumps to boutique

KANIKA SOOD  |  THURSDAY, 26 MAR 2020
... the retail market, servicing national dealer groups, platforms, retail investment consultants and independent financial advisers. He joins former Challenger colleague, Vito D'Introno, who left as Challenger's head of retail sales late last year ...