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Showing 3401 - 3410 of 9818 results for "Advisers"

Platform distribution lead departs

JAMIE WILLIAMSON  |  WEDNESDAY, 5 JUN 2019
... exciting growth prospects for Xplore, as well as to focus and build upon the core, long-term relationships with its loyal advisers and their clients," the company said. Nejasmic's departure follows a number of others from the company in recent times ...

Cashwerkz, Praemium ink deal

HARRISON WORLEY  |  WEDNESDAY, 5 JUN 2019
Financial advisers using Praemium's integrated managed accounts offering can now access the Cashwerkz platform. The two firms have entered a "data feed partnership" that will allow advisers using Praemium to access Cashwerkz's marketplace offering from ...

Risk commission changes imperil advice practices

KARREN VERGARA  |  WEDNESDAY, 5 JUN 2019
As financial advisers adjust their business models to the Life Insurance Framework, many fear the Royal Commission's recommendations will further undermine the viability of their practices. This is according to ClearView's latest survey of 630 financial ...

Advisers wary of ethical funds, launch own rating system

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 JUN 2019
A co-op of financial advisers believes superannuation funds are performing poorly when it comes to providing ethical and sustainable investment options, as reflected in a newly launched rating system. The Ethical Advisers Co-op is launching its own ...

Zurich finalises OnePath acquisition

KARREN VERGARA  |  TUESDAY, 4 JUN 2019
... Investments chief executive Tim Bailey said that the life insurer's "multi-proposition strategy" would allow customers and advisers to benefit from the choices offered by two specialist life insurance brands. Zurich and OnePath share a longstanding Australian ...

Impact investing an advice opportunity: Expert

HARRISON WORLEY  |  TUESDAY, 4 JUN 2019
An impact investing expert believes the principle offers financial advisers with an opportunity to engage people who might deem investing to be too complex for them. Speaking in Sydney yesterday, WHEB Asset Management managing partner George Latham ...

TAL offers advisers ethics assistance

HARRISON WORLEY  |  TUESDAY, 4 JUN 2019
The life insurer will offer a training course to help financial advisers apply the Financial Adviser Standards and Ethics Authority's code of ethics. In an effort to help advisers apply the code, TAL is offering a course via its risk academy. Run by ...

New AI innovation for Praemium

ELIZABETH MCARTHUR  |  TUESDAY, 4 JUN 2019
Praemium announced new platform functionality to provide financial advisers with knowledge and insights to enhance client engagement, using artificial intelligence. The innovation uses data science and technology to examine client behaviour patterns ...

Suncorp Super faces action over adviser pay

JAMIE WILLIAMSON  |  TUESDAY, 4 JUN 2019
... against a retail superannuation fund, with existing and former members suing over conflicted remuneration paid to financial advisers. Suncorp Portfolio Service, also known as Suncorp Super, is facing a possible class action to be brought by William Roberts ...

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... Anderson will lead the firm's end-to-end advice and business services offering provided to licensed and self-licensed advisers. A highly skilled technical advice leader, Anderson has also previously held senior roles with IOOF and SuperIQ. "We are ...