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Showing 11 - 20 of 30 results for "US advisers"

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
A subsidiary firm at Fortnum Private Wealth is on an aggressive growth track following the acquisition of a Sydney practice and the appointment of a new adviser. Samuel Fenning has joined his brother Matthew at Fortuity Strategic Advisors as an adviser ...

Fortnum inks advice fintech deal

ALEX BURKE  |  TUESDAY, 4 JUL 2017
Fortnum Financial Advisers is partnering with a provider of real-time data, budgeting and reporting software to augment its client engagement strategy. Under the new partnership, Fortnum will distribute MoneySoft's cashflow and budgeting tool through ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... to increase. In comparison 77% of Hong Kong advisers expected to grow their number of clients, while 92% of UK and US advisers expected to grow their amount of advised assets. "There's no question that attracting new clients in an already competitive ...

Infocus launches free robo-advice solution

KERRIE SYDEE  |  FRIDAY, 8 JUL 2016
Infocus Wealth Management (Infocus) has entered the robo-advice market, launching direct-to-consumer financial advice tool, earnie.com.au. The launch of earnie.com.au allows Infocus to access the growing direct to consumer advice market, and is intended ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
Non-aligned wealth manager Infocus is launching a direct-to-consumer financial advice solution in May that will incorporate Morningstar's wealth forecasting engine and investment management services from the Morningstar-owned Ibbotson Associates Australia. ...

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

OneVue partners with Sentry Group for adviser platform

ALEX BURKE  |  FRIDAY, 26 FEB 2016
OneVue has announced it is partnering with Sentry Group to deliver a new platform for Sentry's advice network. The OneVue platform will be incorporated into Sentry's existing Compass platform suite, which also includes offerings from HUB24, Asgard and ...

Active management under threat from smart ETFs

MARK SMITH  |  MONDAY, 27 OCT 2014
... light of the growth in advanced beta products. "Smart beta opens up new things you can do," said Blitzer. "In the US advisers are increasingly using ETFs to build portfolios." Blitzer has overall responsibility for index security selection, as well as ...

CBA apologies again, refutes reckless culture accusations

LAURA MILLAN  |  FRIDAY, 27 JUN 2014
Commonwealth Bank has apologised again for the misconduct of its financial advisers that resulted in clients losing millions in retirement savings and has refuted accusations that its sales-based culture was "reckless." The bank has issued a statement ...

Market Wrap AM

AAP  |  FRIDAY, 20 JUN 2014
... index of leading economic indicators rose 0.5 per cent in May. Meanwhile, President Barack Obama offered up to 300 US advisers to train Iraqi forces. Iraqi forces regained control of the nation's largest oil refinery, but rebels remain in control of ...