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Showing 3531 - 3540 of 9818 results for "Advisers"

More advisers using ETFs

KANIKA SOOD  |  THURSDAY, 14 MAR 2019
The share of financial advisers using ETFs for their clients has increased last year, according to the latest BetaShares Investment Trends ETF report. About 47% of advisers used ETFs in 2017, the report shows. This number has since grown to 53%. A further ...

Investors stick with managed accounts despite volatility

HARRISON WORLEY  |  THURSDAY, 14 MAR 2019
... their strategy to achieve their long term goals. "This speaks volumes for the "value added" service provided by financial advisers to their clients." Total funds within managed account structures now stands at $62.12 billion, with managed discretionary ...

Commonwealth Bank delays wealth demerger

JAMIE WILLIAMSON  |  THURSDAY, 14 MAR 2019
... indemnity provision for wealth management-related remediation. This includes ongoing service fees charged by aligned advisers, the group said. "We are working to complete this work quickly and accurately," CBA noted.

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... the last year despite facing difficult regulatory conditions. "Many platforms have lifted their game to help financial advisers improve efficiencies in their practice," Choi said. "Many improvements are made with the goal of helping advisers reduce their ...

Boutique fund manager drops fees

JAMIE WILLIAMSON  |  WEDNESDAY, 13 MAR 2019
... billion," he said. "We believe this measure reflects the current reality and will therefore be favourably received by advisers, investors and analysts."

Advisers to return US$125m in fees

KANIKA SOOD  |  TUESDAY, 12 MAR 2019
Financial advisers in the US are set to return about US$125m million to retail customers after a regulatory clampdown on inadequate fee disclosures last year. The Securities and Exchange Commission charged 79 people, including well-known names such ...

Platform rebrands for next phase

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2019
... and will be accompanied by a program to familiarise the market and clients on its offer, and how it can help financial advisers and their clients. "The directors believe that the business is well placed for growth. Our renewed focus is on offering advisers ...

Banks, ASIC still at war over fees-for-no-service

HARRISON WORLEY  |  TUESDAY, 12 MAR 2019
... In AMP's report card the regulator consistently mentioned the wealth manager had so far not proposed methodologies for advisers who had already left the business. ASIC commissioner Danielle Press said Australia's financial institutions had taken too ...

ASIC scolds banks over fee-for-no-service delays

HARRISON WORLEY  |  MONDAY, 11 MAR 2019
... going back six to 10 years and cover 36 licensees from the six institutions that currently authorise more than 7,000 advisers," Press said. "However, we believe the institutions have failed to sufficiently prioritise and resource their reviews, particularly ...

Interest in early access to super rises

JAMIE WILLIAMSON  |  MONDAY, 11 MAR 2019
... Analysing the more than 2000 calls received by the team in February, AMP said there was a significant rise in the number of advisers looking to better understand the conditions that must be met to allow for early access. "In particular, many Australians ...