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Showing 2931 - 2940 of 9818 results for "Advisers"

Boutique dealer groups merge

ELIZABETH MCARTHUR  |  FRIDAY, 6 MAR 2020
Spark Financial Group and Aura Wealth Australia have agreed to merge, in a move impacting 80 financial advisers. Aura executive director Andrew Coloretti told Financial Standard that the merger was driven by a desire from both groups to achieve economies ...

Clime launches new SMA portfolios

ALLY SELBY  |  FRIDAY, 6 MAR 2020
... new wealth advice solution, reliant on technology and data storage. "We know all the interactions our private wealth advisers are having with clients, and part of that came from the fact that we were launching that solution at such a difficult time for ...

Desktop Broker hires senior sales exec

ELIZABETH MCARTHUR  |  THURSDAY, 5 MAR 2020
... business development manager at Powerwrap. Desktop Broker is powered by Bell Direct. "In the current market, financial advisers continue to explore ways to grow their business and improve efficiencies. In the last year, we have seen the number of financial ...

Madison advisers loyal amid sale

KANIKA SOOD  |  WEDNESDAY, 4 MAR 2020
... AdviceNet and ProActive Portfolios. The three companies cover wealth management, licensing and compliance. Madison's advisers look after about $3.8 billion in funds under management and total in force premiums of $65 million on behalf of their clients ...

WealthO2 appoints national BDM

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... unprecedented structural changes within the advice industry. "In each year for the past two years, some 25% of financial advisers have either left the industry or changed licensee," she said. "During this time, WealthO2's growth has been in the most ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... academically-validated psychometric risk tolerance assessment, FinaMetrica Profiler, has been used by more than 10,000 advisers in 35 countries since 1998, giving advisers confidence in delivering advice to their clients. Morningstar plans to also add ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... Commission has been met with concern and criticism from financial advice industry groups. Both the Association of Financial Advisers and The Advisers Association have lashed out at Treasury, with the former saying the reforms will make financial advice ...

Allianz Retire+ moves to increase retiree confidence

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
Allianz Retire+ is partnering with a goals-based advice technology outfit to offer advisers more certainty when building retiree portfolios with its Future Safe investment product. Allianz Retire+ has partnered with Investfit to create a portfolio construction ...

Colonial First State cuts fees, closes legacy options

KANIKA SOOD  |  TUESDAY, 3 MAR 2020
... we know lowering fees will benefit retirement saving outcomes." "However, we recognise this is an adjustment for many advisers and we're committed to providing early notice and supporting them to help navigate and prepare for the changes ahead. "We remain ...

HUB24 hires managed portfolios lead

HARRISON WORLEY  |  TUESDAY, 3 MAR 2020
... firm's first such offering. The series is designed to protect investors against volatility and capital losses, and offers advisers and their clients four options ranging from moderate to high growth. Milliman's local practice leader Wade Matterson said ...