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Showing 3031 - 3040 of 9818 results for "Advisers"

Powerwrap finds new line of business

KANIKA SOOD  |  THURSDAY, 16 JAN 2020
... Escala Partners and a new line of business for the platform. A US company that distributes alternative funds to financial advisers has mandated Powerwrap to provide its administration for about $2 billion to $4 billion in assets. As a part of the agreement ...

Why women struggle in financial advice

ELIZABETH MCARTHUR  |  THURSDAY, 16 JAN 2020
... perspective, however we've discovered they significantly impact career progression and job satisfaction for female advisers," Roberts said. Ros Whiting from the University of Otago, who also co-authored the study, added that there are also some less ...

ASIC increases levy costs

ELIZA BAVIN  |  THURSDAY, 16 JAN 2020
... its best estimate for enforcement costs throughout the year. The publication of the actual levies comes after financial advisers expressed their concerns over the increase on their levies late last year. In December, Financial Standard reported that ...

Better retirement income products needed

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 JAN 2020
... benefit pension or a lifetime annuity reporting the lowest levels of worry. In perhaps disheartening news for financial advisers, whether a person received advice did not have any significant impact on levels of worry about retirement savings. "Australia ...

VanEck launches new income product

ALLY SELBY  |  WEDNESDAY, 15 JAN 2020
... Neiron said the portfolio will reap income for investors. "VanEck's new Income ETF Model Portfolio supports financial advisers in creating a simple portfolio of ETFs targeting income for retiree clients," he said. Neiron said the portfolio launch ...

Bank of Mum and Dad forking out serious dosh

ALLY SELBY  |  TUESDAY, 14 JAN 2020
... the appropriately dubbed 'Bank of Mum and Dad', to help secure equity for a first home deposit, and financial advisers are split on the growing trend. For some, the lucky few, the money for the deposit is a gift. For others, it's a loan ...

Index investment soars: Research

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
... flows. By FUM, the largest investment manager in Australia at the end of September last year was State Street Global Advisers with approximately $174 billion, followed by Vanguard with $161 billion. IFM, for obvious reasons, experienced strong FUM growth ...

Crestone bolsters team

ELIZABETH MCARTHUR  |  TUESDAY, 14 JAN 2020
... worth client segments. Paul Shalhoub, Duane O'Donnell, John Taylor and Elliott Greenberg were appointed as investment advisers in Crestone's Sydney offices. Shalhoub joined Crestone from Commonwealth Bank of Australia, where he was an executive manager ...

ASIC confirms SMSF negative returns

ELIZA BAVIN  |  TUESDAY, 14 JAN 2020
... statistical overview provided by the ATO is the most recent on record. Regulatory bodies like the ATO have been warning advisers for some time now about the risks associated with low-balance SMSFs, encouraging a higher level of diversification. Last ...

FPA supports tightening insurance claims

ELIZABETH MCARTHUR  |  MONDAY, 13 JAN 2020
... longer be excluded from the definition of 'financial services'." The association said while it wishes to ensure that advisers are able to provide necessary services to clients claiming on insurance it has recommendations in relations to some of the changes ...