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Showing 3331 - 3340 of 9818 results for "Advisers"

Pinnacle kicks off race to zero-fee ETFs

KANIKA SOOD  |  MONDAY, 29 JUL 2019
... us, they become more comfortable in investing with us." While Pinnacle's ETF may not be completely free, it indicates advisers and investors are hungry for lower-cost ETFs. And there are enough drivers for ETF issuers to deliver for this appetite: Aussie ...

HUB24 launches multi-currency functionality

KRISTI CHENG  |  THURSDAY, 25 JUL 2019
... Andrew Alcock said the platform's managed portfolio offering provides valuable capabilities for investment managers and advisers to help satisfy client needs. "Arming investment managers with increased access to foreign markets can enable them to more ...

Sam Henderson cops ASIC ban

KANIKA SOOD, JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... interest to its clients in two Financial Services Guides given to them. ASIC commissioner Danielle Press said: "Financial advisers are required by law to act in the best interests of their clients and prioritise clients' interests over their own ...

Radar Results hires Queensland manager

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2019
... times recurring revenue. In the past, the gap has been about 0.5 times recurring revenue. However, over the past decade, advisers have been able to offload their businesses for a recurring revenue multiple of between 3-3.2 times. If the practice was ...

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... years during which time he received numerous accolades, including being named as one of Australia's top 50 financial advisers by Barron's this year. Duke was at Westpac for more than 14 years, working primarily in its private bank with HNW and super ...

Julie Bishop headlines AFA conference

ELIZABETH MCARTHUR  |  WEDNESDAY, 24 JUL 2019
The Association of Financial Advisers (AFA) released the program for its annual conference - with former foreign affairs minister Julie Bishop presenting and a focus on wellness. The theme of the conference is "united" and the AFA said in a challenging ...

FPA launches new CPD platform

ELIZABETH MCARTHUR  |  TUESDAY, 23 JUL 2019
... CPD opportunities online and through its events." He explained the new solution is designed to be a game changer for advisers. "With convenient, flexible and fast access to content, My CPD makes it easy for FPA members to stay on top of their CPD requirements. ...

AFA expands support for paraplanners

ELIZABETH MCARTHUR  |  MONDAY, 22 JUL 2019
The Association of Financial Advisers (AFA) launched a new community of practice for paraplanners. AFA Pulse has been designed as an online community, launched with a Facebook page. Any AFA members who are paraplanners or looking to move into paraplanning ...

FPA launches Tinder for advisers

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
... Australians with their ideal financial adviser. The Match My Planner service is designed to create matches between clients and advisers. The potential clients' personal profile includes their financial situation, life goals and location. FPA members ...

Average Aussie $560k richer with advice

ELIZABETH MCARTHUR  |  FRIDAY, 19 JUL 2019
According to the new Value of an Adviser report by Russell Investments, financial advisers deliver value of at least 4.4% or more every year to their clients beyond investment-only advice. Russell's research estimates the average Australian receiving ...