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Showing 3431 - 3440 of 9818 results for "Advisers"

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
Financial advisers can expect to lose clients as they search for more flexible solutions and value in their relationships. This is according to a new wealth management report from EY, which examines why Australians are not leaving their financial advisers ...

MLC Life wins group insurance mandate

KARREN VERGARA  |  WEDNESDAY, 22 MAY 2019
... technology, deploying over $500 million in investment to better serve our funds, their employers and members, as well as advisers and customers," he said. Maritime Super members will be able to benefit from LifeView; to apply for and increase their cover ...

Zenith acquires New Zealand firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 MAY 2019
... agreement with NZX Limited to acquire New Zealand research business FundSource. FundSource has supplied analysis to financial advisers and fund managers since 1983, making it an established brand in the New Zealand market. The research company monitors ...

Nikko AM adds BDM

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... Bluzmanis, Casey will focus on delivering the fund manager's Australian equities offering to independent financial advisers and growing dealer groups. Casey was a business development manager at Lonsec for 18 months, prior to which he was a senior ...

Global equities boutique opens Australian office

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... an Australian office, with a former Perpetual Private analyst appointed to lead the local business. Sustainable Growth Advisers, headquartered in Connecticut, has opened an office in Sydney to meet the growing requirements of its existing and prospective ...

Financial advice valued beyond returns

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... drawing on their expertise to help the client gain meaningful insight and an understanding into the situation," he said. Advisers are not only making a difference by helping clients feel financially in control, but are also ensuring that a considered ...

FASEA reveals exam dates

HARRISON WORLEY  |  FRIDAY, 17 MAY 2019
... Adviser Standards and Ethics Authority is calling for registrations to sit the first round of adviser exams. Financial advisers who wish to sit the inaugural FASEA exam have until May 31 to notify the body of their intention to do so. Under the legislative ...

Former Kaz Capital adviser banned

ELIZABETH MCARTHUR  |  FRIDAY, 17 MAY 2019
... about the adequacy and effectiveness of its compliance framework. Those concerns included how Kaz Capital was monitoring advisers and whether it met its compliance obligations under the Corporations Act. The licence conditions required Kaz Capital to ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
No longer the domain of institutional investors, factor investing has become ubiquitous in financial advisers' investment strategies - and many do not recognise its influence. Main Street Financial Solutions principal and private client adviser Charles ...

Time ticks by on FASEA approvals

HARRISON WORLEY  |  THURSDAY, 16 MAY 2019
... came after the Ethics Centre said earlier this week it would develop a "FASEA accredited," ethics course for financial advisers which would be launched later in the year. It clarified that the course was not complete but under development. It will be ...