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Showing 3361 - 3370 of 9818 results for "Advisers"

Super fund appoints new asset consultant

ELIZABETH MCARTHUR  |  MONDAY, 8 JUL 2019
... Melbourne-based fund for Victorian emergency services and state employees, has announced the appointment of Frontier Advisers as asset consultant. Frontier has commenced a three-year term to provide advice over the defined contribution portion of ESSSuper ...

Scaled advice tools on the rise

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUL 2019
... more in client engagement AdviceTech this financial year than they did in the previous period. More than half of the advisers surveyed believed that client communications and engagement processes will be the area of advice most impacted by AdviceTech ...

State Street cops $125m penalty

JAMIE WILLIAMSON  |  WEDNESDAY, 3 JUL 2019
... Boston Regional Office director Paul G. Levenson said. "Fund expenses make a big difference to mutual fund investors and advisers; they have a right to receive honest information about what they're paying for." Without admitting or denying the SEC's ...

Shadforth signs new tech partner

ELIZABETH MCARTHUR  |  WEDNESDAY, 3 JUL 2019
... FinClear client stable. "It's great to see a strong, national brand like Shadforth join our community of banks, brokers and advisers," he said. "We've grown more than 200% over the 12 months, and this new partnership is really the icing on the cake for ...

Xplore Wealth launches new solution

HARRISON WORLEY  |  WEDNESDAY, 3 JUL 2019
... shedding its managedaccounts.com.au branding earlier this year, Xplore Wrap is Xplore Wealth's new platform offering to advisers managing discretionary investments, super and pension money. The firm said Xplore Wrap offers "a world of investments" with ...

Clime ramps up private wealth

KANIKA SOOD  |  TUESDAY, 2 JUL 2019
Clime Investment Management is looking to hire more financial advisers, expand its investment offering and potentially acquire advice books as it builds out its private wealth business. The 23-year-old firm managed $887 million at March end. It has ...

CountPlus transfers SMA management

KANIKA SOOD  |  MONDAY, 1 JUL 2019
... value of TFS." On June 13, Commonwealth Bank said it had entered into an agreement to sell Count Financial, which has 351 advisers and was to be a part of NewCo, to CountPlus for $2.5 million with a $200 million indemnity. It will also, over time, sell ...

Advice affordability a growing concern

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
Latest research from Investment Trends shows financial advisers are becoming increasingly concerned with how to provide affordable advice. Investment Trends' 2019 Planner Technology Report revealed more advisers are struggling to provide affordable ...

Group insured, advised clients better off

HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... 88% for TPD and 96% for disability income insurance, topping the pile across all three cover types. APRA's report said advisers could add value for policy holders by setting clear expectations about what they're covered for, partially explaining the ...

Bristol Street adviser banned

ELIZABETH MCARTHUR  |  FRIDAY, 28 JUN 2019
... requested that advice. ASIC commissioner Danielle Press said: "When providing personal advice, ASIC expects financial advisers to take reasonable steps to understand their clients' individual circumstances, needs and objectives before making any recommendations." ...