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Showing 3161 - 3170 of 9818 results for "Advisers"

Crestone profits boosted by clients

ELIZA BAVIN  |  THURSDAY, 31 OCT 2019
... client-facing technology solutions and in delivering enhanced access to investment opportunities. New employees include more advisers, a larger support network and increased strength in the investment teams," the wealth manager said. Revenue was up 11% ...

AMP extends adviser deadline

JAMIE WILLIAMSON  |  WEDNESDAY, 30 OCT 2019
... Financial Planners Association have commented on the decision to extend the October 31 deadline originally given to financial advisers given notice by the wealth giant. Meanwhile, the AMPFPA has confirmed action against AMP will likely be filed before ...

Inflation the forgotten risk to retiree portfolios

HARRISON WORLEY  |  WEDNESDAY, 30 OCT 2019
Advisers should not underrate inflation risk when building retirement income portfolios for clients, an AMP Capital portfolio manager told attendees at Financial Standard Retirement Income Best Practice Forum in Sydney this morning. Speaking during ...

Frozen fund pays investors

KANIKA SOOD  |  TUESDAY, 29 OCT 2019
... Management serving as its responsible entity. Many Queensland retirees invested in the fund, including via financial advisers and by February 2008 it had amassed assets worth $700 million. It invested its pool of money in debt assets, extending funds ...

Powerwrap appoints director

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... said at the time. "The wealth industry is undergoing fundamental change that favours our model. We expect to see more advisers and adviser groups attracted to our high net-worth model."

Industry fund awards admin mandate

HARRISON WORLEY  |  MONDAY, 28 OCT 2019
... record-keeping platform, and real-time access to transaction and date for fund stakeholders, including members, employers, advisers and the fund's own service teams via an online portal. IRESS chief executive Andrew Walsh said the move was indicative ...

Labor supports FASEA extension, confusion remains

ELIZABETH MCARTHUR  |  MONDAY, 28 OCT 2019
... extension to the FASEA deadline, only to find it already does. Terry Pinnell, a financial adviser and chair of the Ethical Advisers' Co-Op, said he wrote to his local member Graham Perrett about Labor not supporting the FASEA extension after seeing it ...

OnePath introduces long-term premium projections

ELIZA BAVIN  |  MONDAY, 28 OCT 2019
... Life has launched 10-year premium projections on alteration quotes in a bid to provide greater clarity for financial advisers and their clients. The insurer said the projections, for existing OneCare and OneCare Super policies, will enable advisers to ...

IOOF struck by outflows, former chair resigns

ELIZA BAVIN  |  FRIDAY, 25 OCT 2019
... architecture model, we are constantly benchmarking our proprietary solutions to best in market offerings, ensuring they meet our advisers and their client's needs" The company flagged a range of industry-wide impacts for affecting it's adviser ...

BetaShares responsible investment ETF recognised

HARRISON WORLEY  |  THURSDAY, 24 OCT 2019
... strongly supported by a range of client segments since its launch in January 2017, with institutional clients, financial advisers and retail investors all jumping onboard, pushing the fund's assets beyond $390 million, and securing its place as the largest ...