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Showing 301 - 310 of 1486 results for "Channel"

Finfluencers bridge financial advice gap

KARREN VERGARA  |  THURSDAY, 18 MAY 2023
... advice service," he says. "At the same time, we can see from the engagement levels with finfluencers that this emerging channel is highly valued by consumers. It's clear consumers want information and education, and the service providers that would historically ...

Super fund members eye change

ANDREW MCKEAN  |  FRIDAY, 12 MAY 2023
... two years across all demographics (28%, up from 19% in 2021), surpassing the super fund's website as the top interaction channel. "Members' emphatic demand for highly intuitive, mobile-first, interactions underscore the importance for super funds to ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... March and April respectively, gained about $350 million for the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

Insignia reports advice outflows, adviser losses

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2023
... improve understanding of its various advice channels. It comes as it reports nearly $500 million in outflows for the Advised channel and further adviser losses. In a quarterly update today, Insignia Financial said it will change the naming conventions ...

Why clients fire their financial adviser

KARREN VERGARA  |  MONDAY, 17 APR 2023
New Morningstar research reveals the underlying reasons why clients dump their financial advisers that are not related to costs or investment performance. The survey of US-based clients found three core reasons why they let go of their advisers. The ...

BT, Striver partner to tackle adviser shortage

CASSANDRA BALDINI  |  WEDNESDAY, 12 APR 2023
BT and Striver have launched a program which aims to tackle the financial advice industry's talent shortage, using a tech-based human resources platform and guiding new entrants towards the profession. The program includes more than 20 events across ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
... appreciate our definition is not the only definition," he said. "But we define digital advice very simply as the digital channel delivery of regulated personal advice." He said, in practice, this form of advice will often be delivered in a hybrid manner. ...

Taskforce exposes rising dangers for retail investors

ANDREW MCKEAN  |  FRIDAY, 31 MAR 2023
A Retail Market Conduct Task Force report, issued by IOSCO, has revealed a series of escalating threats to retail investors. The findings will shape ASIC's strategic priorities concerning retail investor harm, focusing on crypto assets, sustainable ...

Outflows, M&A batter active managers

KARREN VERGARA  |  THURSDAY, 30 MAR 2023
... group and ETF capital markets for the Asia Pacific Minh Tieu says numerous active funds are taking advantage of the ETF channel to distribute products. "New listings in the ETF space are active ETFs. This is unique. Not a lot of other jurisdictions allow ...