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Showing 2961 - 2970 of 9818 results for "Advisers"

Value disconnect damages adviser relationships

ALLY SELBY  |  WEDNESDAY, 19 FEB 2020
There is disconnect between what investors value from their advisers and what advisers believe investors value, leading to frustration and a breakdown in advisory relationships. That's according to the latest research coming out of Morningstar, which ...

IOOF profits fall 39%, advice margins drop

KANIKA SOOD  |  TUESDAY, 18 FEB 2020
... compression in advice segment's gross margins to repricing of third-party administrator revenue share. IOOF said Shadforth advisers have increased their clients' weighting to IOOF portfolio administration. Remediation estimate was held at $223 million ...

CommInsure income protection off the menu

ELIZABETH MCARTHUR  |  TUESDAY, 18 FEB 2020
... experienced in the past," AIA Australia and New Zealand chief executive Damien Mu said. Mu added the insurer's main focus for advisers remains on providing them the best support and the best proposition for their clients. "We're committed to making a ...

Netwealth gains $9.5bn, reveals expansion plans

ELIZABETH MCARTHUR  |  TUESDAY, 18 FEB 2020
... intermediaries using the platform were up 13.3%. In its results, Netwealth positioned itself as poised to benefit from advisers transitioning from institutionally aligned and owned licensees to privately owned licensees at unprecedented rates. "Advice ...

Netwealth leads the platform pack

ALLY SELBY  |  TUESDAY, 18 FEB 2020
... reflecting the intense competition and rivalry in the space. "Many platforms have introduced a host of improvements to help advisers further demonstrate their value add to clients, ranging from fee cuts to improved fee comparison tools, managed accounts ...

MyNorth bolsters managed portfolio offering

HARRISON WORLEY  |  TUESDAY, 18 FEB 2020
Financial advisers using AMP's wrap platform now have access to Lonsec's range of retirement managed portfolios. Lonsec has partnered with AMP to include its retirement managed portfolios as an option in the selection of managed portfolios available ...

Zenith enters superannuation

ELIZA BAVIN  |  TUESDAY, 18 FEB 2020
... Zenith's corporate values and ambitions. "Chant West has been serving super and pension funds, employers and financial advisers for over two decades with unbiased research, member-focused consultancy services and user-friendly tools, all aimed at supporting ...

New partners at HLB Mann Judd

KANIKA SOOD  |  MONDAY, 17 FEB 2020
... Australia, New Zealand and Fiji. It is a part of global network of independent professional accounting firms and business advisers in 150 countries.

Natural disaster support training to launch

HARRISON WORLEY  |  MONDAY, 17 FEB 2020
TAL is preparing to launch a new training course to educate financial advisers in how to support clients suffering as a result of natural disasters. The life insurer will launch a new course through its Risk Academy training program to support clients ...

Partnership sees improved advice services

ELIZA BAVIN  |  MONDAY, 17 FEB 2020
... advice, and a retirement health check. "The partnership with Link Advice gives LGIAsuper access to a pool of qualified advisers and enables us to scale up our advice service as demand increases," Farrar said. Farrar said members could also access advice ...