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Showing 3421 - 3430 of 9818 results for "Advisers"

Alternatives manager adds former Morningstar head

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... investors, as the firm seeks to grow its Australian business with institutional and wholesale investors "including financial advisers and platforms". CFM head of Asia Pacific Steve Shepherd said Stanford's role was crucial for CFM as it continues to ...

British MPs prod own pension fund

KANIKA SOOD  |  WEDNESDAY, 29 MAY 2019
... conservative MP who sits on the board of trustees for the parliamentary pension scheme said the trustees had met with advisers and green asset managers but faced many challenges. "The most innovative green energy projects in the UK, particularly those ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
... increase demand for its services. "We believe that awareness of the value of advice will increase, as will the need for advisers and licensees to have, and demonstrate, quality and compliance," Intiger said. "The only way to meet these competing demands ...

Retail clients win under new ASIC powers: Lawyers

KARREN VERGARA  |  TUESDAY, 28 MAY 2019
... gatekeeper to minimise the risk of loss of investment by retail clients," the paper reads. This also suggests that financial advisers "appear to have less importance in the financial services industry than previously expected." New and Battaglia urged ...

Active managers overcharge: Research

KANIKA SOOD  |  TUESDAY, 28 MAY 2019
... factors instead of skill, according to new research by VanEck. This may come as a surprise for investors and financial advisers used to shelling out 111bps on average for an actively-managed Aussie equities fund. The results are from a study conducted ...

Boutique fund manager rebrands

ELIZABETH MCARTHUR  |  TUESDAY, 28 MAY 2019
... The fund will accept smaller contributions that might make it appropriate for SMSF and advised clients, he said. "More advisers wanted access to our proven track record for their SMSF clients and individual investors who want diversification from traditional ...

Super gets an insider in ministry reshuffle

HARRISON WORLEY  |  MONDAY, 27 MAY 2019
... said the council will lobby the new team on a number of fronts, including forming one regulatory regime for financial advisers. "The new Treasury team brings enormous financial policy experience to the Parliament, which will provide Australia with much ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... 2014. In the interim he served as head of distribution at Aurora Funds Management and also head of sales at Philo Capital Advisers. Announcing the appointment, Clime said Karrasch has good reach across dealer groups and is respected across the financial ...

Zurich launches new client portal

ELIZABETH MCARTHUR  |  FRIDAY, 24 MAY 2019
... mobile-optimised site Zurich policyholders. And, Zurich's data-feed solution means client updates are quickly visible to advisers The design of the new portal involved extensive consumer testing revealing the most common points of engagement policyholders ...

Hard times ahead for platforms

KANIKA SOOD  |  THURSDAY, 23 MAY 2019
... cuts. "As the foundations of vertical integration give way, major platforms are shedding FUA at an increasing rate as advisers turn to more contemporary and independent platform offerings," UBS analysts led by Kieren Chidgey wrote. "Successive recent ...