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Showing 311 - 320 of 1027 results for "SoA"

Robo-adviser partners with private wealth firm

KARREN VERGARA  |  TUESDAY, 24 APR 2018
... portfolio of exchange-traded funds (ETFs). The white label offering includes client fact-finds, portfolio advice creation and SOA or investment program generation. Kaura said financial planning firms will be able to extend their reach into potential ...

Royal Commission to boost ETFs: VanEck

KANIKA SOOD  |  FRIDAY, 20 APR 2018
A $1.4 billion ETF manager believes growth in the sector will soar as the Royal Commission hears evidence on the conflicts of interest within vertically-integrated institutions. An increasing number of financial advisers have been using ETFs to diversify ...

Royal Commission latest: CBA doing more with fewer advisers

KARREN VERGARA  |  WEDNESDAY, 18 APR 2018
It took Commonwealth Bank two years to notify ASIC its financial advisers were failing to meet ongoing service obligations - all during a time when it slashed adviser numbers and doubled its client base. This is according to CBA executive general manager ...

Outsourcing driving advice client engagement

KARREN VERGARA  |  FRIDAY, 6 APR 2018
Financial advice practices that outsource certain back-office functions save up to 60% in operational costs and are dedicating more time to clients. This is according to Virtual Business Partners (VBR) chief executive David Carney, who said advice firms ...

Aussies turn to online trading in droves

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
The number of retail online investors in Australia is the highest it's been since the GFC, the latest insight from Investment Trends shows. According to a new report, 645,000 Australians placed at least one share trade last year, compared to just 640,000 ...

SMSFs continue to break with tradition

JAMIE WILLIAMSON  |  WEDNESDAY, 21 MAR 2018
Investment in Australia's top 20 stocks by the self-managed superannuation sector is growing as lower returns see investors turning their back on traditional SMSF portfolio darlings. According to the latest CommSec SMSF Trading Trends Report, SMSFs ...

Decimal announces key super fund contracts

DARREN SNYDER  |  TUESDAY, 27 FEB 2018
Digital financial advice provider Decimal has renewed its partnership with a $72 billion industry superannuation fund; rolled out its Eqilize solution at an $8 billion industry fund; and signed a pilot contract with a "major diversified bank." The ASX-listed ...

ASIC bans Perth adviser

DARREN SNYDER  |  FRIDAY, 23 FEB 2018
ASIC banned a Perth-based financial adviser for five years following an investigation as part of the regulator's life insurance lapse data project. Philip Leake is banned from providing financial services for five years after failing to act in his clients' ...

BetaShares and Legg Mason join forces

JAMIE WILLIAMSON  |  TUESDAY, 13 FEB 2018
A new suite of active exchange-traded funds will be made available via a long-term strategic partnership between BetaShares and Legg Mason. Under the partnership BetaShares and Legg Mason will initially launch two active ETFs with an income objective ...

J.P. Morgan veteran joins Plato IM

ALEX BURKE  |  FRIDAY, 9 FEB 2018
Plato Investment Management is welcoming a former J.P. Morgan Asset Management managing director and professional rugby player to its ranks. David Allen joins Plato's investment team and reports to managing director Don Hamson. He previously held multiple ...