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Showing 3441 - 3450 of 9818 results for "Advisers"

Advisers forgo charitable conversations: Poll

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
Many financial advisers intend to incorporate charitable giving in the advice process, but the majority still do not broach the topic with clients, a Financial Standard survey shows. More than half (54%) of the financial advisers polled do not have ...

Beware: Zombie ETFs

KANIKA SOOD  |  THURSDAY, 16 MAY 2019
... manager expense ratios have fallen in the six years to December 2018, which Dyall said stem from the network effect of more advisers using them. "I want to emphasise that these so-called zombie funds are not necessarily bad funds. But from our analysis ...

Ethics Centre to launch FASEA approved course

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 MAY 2019
The Ethics Centre is developing an ethics course for financial advisers to help them meet the requirements of the Financial Adviser Standards and Ethics Authority (FASEA) reforms. The bridging course is expected to be piloted in conjunction with an ...

Multi-asset SMA launches

KARREN VERGARA  |  TUESDAY, 14 MAY 2019
... Sydney-based investment research and managed accounts firm, Resonant Asset Management, has made the SMA available to financial advisers and dealer groups via its partnership with Netwealth. The multi-asset SMA has direct shares capabilities, investing ...

No single solution for advice: CFA

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
... strengthening the best interest duty and ensuring advice remains independent. Additionally, it has called for the remuneration of advisers and senior executives to be aligned to customer interests, by banning "product pushing" and rewarding ethical practices ...

OneVue, Mainstream automate cross-platform transfers

HARRISON WORLEY  |  TUESDAY, 14 MAY 2019
OneVue and Mainstream Group have partnered with Calastone to help financial advisers seamlessly move assets from one platform to another. The process enables the transfer of beneficial ownership of securities from different custodians without having ...

Advice and accounting align post-Royal Commission: CountPlus

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... CountPlus whitepaper argues that a new space defined by professionalism and quality advice outcomes is rapidly forming. Advisers and accountants will therefore need to adapt. CountPlus put together the paper based on CoreData research, which found that ...

Midwinter acquires InvestmentLink

ELIZABETH MCARTHUR  |  TUESDAY, 14 MAY 2019
... 4.4 million client accounts across 300 superannuation and managed funds. It has $40 billion of assets managed by 12,000 advisers from more than 200 dealer groups. The financial details of the transaction were not disclosed. The InvestmentLink acquisition ...

Advice practice supply outweighs demand

JAMIE WILLIAMSON  |  MONDAY, 13 MAY 2019
... recurring revenue. Traditionally, 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 considered ...

CBA remediation bill crosses $2bn

KANIKA SOOD  |  MONDAY, 13 MAY 2019
... $375 million on refunding bank customers. The $534 million of aligned remediation spend relates to advice clients of advisers working under Financial Wisdom, Count Financial or CFP Pathway licensees. Of this, $374 million is in customer refunds (including ...