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Showing 11 - 20 of 71 results for "IFAs"

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... people at problems. It is not sustainable from a cost perspective," he said. "We feel that this will be solid year where IFAs look to make more strategic decision on technology compared to the past." Finura found that the future of digital advice remains ...

Life insurance industry profits double, premiums rise: KPMG

ANDREW MCKEAN  |  TUESDAY, 17 OCT 2023
... to further improve profit levels." Also, although lapse rates for policies secured through independent financial advisers (IFAs) grew, the overall count of individuals insured has stabilised, following a multi-year decline. "We can see the impact of ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
... Super head of business development Natalie Jarvis said the portal "has transformed the way independent financial advisers (IFAs) interact with the fund, setting a new standard for profit-to-member funds in providing seamless functionality and ease of ...

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... million came from its aligned advisers. Fiducian's funds under advice (FUA) increased by 5% to $4.6 billion year on year. IFAs account for 14% of total FUA. "Efforts are underway to build new relationships and increase net inflows from non-aligned ...

AMP wealth management AUM grows $2bn

ANDREW MCKEAN  |  WEDNESDAY, 19 APR 2023
... well as a 7% increase in outflows compared to Q1 2022, AMP said. Nevertheless, inflows from independent financial advisers (IFAs) continued to grow on the MyNorth platform; AMP reported a 30% increase compared to Q1 2022. AMP also announced that the ...

Four join Payton Capital team

CHLOE WALKER  |  FRIDAY, 3 JUN 2022
... and Claire Rogers. ​Ireland has been appointed investment director, responsible for building strong relationships with IFAs, SMSF investors and high-net-worth individuals. Over the last 18 years, Ireland has worked with organisations including Mercer ...

Clients want more communication from advisers: Research

KARREN VERGARA  |  TUESDAY, 22 FEB 2022
... communication from financial advisers and more regularly, new research of independent financial advisers reveals. The analysis of 230 IFAs by Business Health in its annual Future Ready report found that only 27% of advice practices are touching base ...

Digital advice predicted to soar in 2022

KARREN VERGARA  |  FRIDAY, 14 JAN 2022
... significant player and did not retreat from managing institutional money for the fun of it. We were delighted to see evidence of IFAs partnering with firms like Six Park and MapMyPlan in 2021," Finura said. Another prediction is the intensification of ...

Morningstar business development lead to exit

JAMIE WILLIAMSON  |  WEDNESDAY, 8 SEP 2021
... Australian office, particularly throughout the acquisition of AdviserLogic and the development of Morningstar's capabilities for IFAs. The fund manager and research house is now on the search for his replacement. "The new head of business development ...

Asendium partners with regtech

KARREN VERGARA  |  MONDAY, 9 AUG 2021
... clients' advice as part of their document preparation, which will be of particular benefit to small or emerging practices and IFAs. This means our clients can create advice documents faster than ever before, but with the robustness expected of leading ...