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Showing 3191 - 3200 of 9818 results for "Advisers"

BT Financial Group enlists research provider

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... research advisory services. Morningstar Australasia will now support BTFG's six Multi-Sector Series Portfolios available to advisers through BT Managed Portfolios on Panorama. The managed accounts in the Multi-Sector Series Portfolios will rely on Morningstar ...

Code monitoring move disappoints industry

ELIZABETH MCARTHUR  |  MONDAY, 14 OCT 2019
... its implementation of the Royal Commission's recommendation to establish a single disciplinary body for financial advisers. The move has disappointed key players in the advice industry, including the Association of Financial Advisers, the Financial ...

mFunds crack $1 billion, PIMCO dominates

KANIKA SOOD  |  FRIDAY, 11 OCT 2019
... emerging as the most popular. mFunds is the ASX's marketplace for unlisted managed funds, allowing investors and advisers to buy and sell units in managed fund via a broker on the mFund settlement service. It was launched in 2014. Fixed income funds ...

Regal appoints global distribution lead

ELIZA BAVIN  |  FRIDAY, 11 OCT 2019
... investors. "[Fesq's] appointment reflects the strong demand we are seeing from a growing number of investors and their advisers who recognise and value our ability to consistently delivery true active returns," King said. Regal chief executive Brendan ...

BlackRock Australia rejigs multi-asset range

KANIKA SOOD  |  THURSDAY, 10 OCT 2019
... offers them in stable and growth versions. They now have about $540 million in assets and are used by over 1000 Australian advisers. Starting next month, the portfolios for both funds will be screened for ESG factors, said David Griffith, BlackRock's ...

Allianz Retire+ bolsters distribution team

ELIZABETH MCARTHUR  |  THURSDAY, 10 OCT 2019
... business development manager for Victoria and Western Australia. He will work closely with dealer groups and financial advisers to promote Allianz Retire+ solutions. Cockle joins from Colonial First State and prior to that worked at Australian Unity. ...

FASEA exam dates revealed

ELIZABETH MCARTHUR  |  WEDNESDAY, 9 OCT 2019
The Financial Adviser Standards and Ethics Authority provided an update on the exam all financial advisers must sit. The Authority confirmed the December round of exams will be held from December 5-9 in 19 centres across Australia including regional ...

IOOF launches budgeting app

ELIZA BAVIN  |  WEDNESDAY, 9 OCT 2019
... Umesh Banga, said: "People struggle to manage their money properly if they don't understand their cash flow. Financial advisers need to be across this, too, so they can give their clients advice and help them build a long-term wealth creation strategy." ...

Fidelity wholesale director departs

KANIKA SOOD  |  TUESDAY, 8 OCT 2019
... directly with Fidelity managing director for Australia Alva Devoy, focused on the wholesale market and relationships with advisers, boutiques and national dealer groups. "We thank Andrew for his contribution to Fidelity's wholesale sales team over the ...

Former NAB adviser sentenced

HARRISON WORLEY  |  TUESDAY, 8 OCT 2019
... to investigate the allegations made against him as part of its wealth management project, which to date has banned 60 advisers and three directors from the financial services industry. Eung was an authorised representative and financial adviser at NAB ...