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Showing 3571 - 3580 of 9818 results for "Advisers"

Magellan eyes retirement income products

KARREN VERGARA  |  FRIDAY, 15 FEB 2019
... need, help solve a problem." Magellan's retail business, which is mainly sourced from Australia and New Zealand financial advisers and self-directed retail investors, recorded funds under management of $19 billion for the period. Retail net inflows were ...

ClearView launches client-engagement guide

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
ClearView has launched a guide on how financial advisers can engage better with clients, in partnership with an academic. The author is Dr Katherine Hunt from Griffith University, who teaches financial planning subjects and has published papers in the ...

Perfect storm smashes AMP

HARRISON WORLEY  |  THURSDAY, 14 FEB 2019
... to run as professionalisation and compliance in the sector increased. However he isn't concerned with having fewer advisers, and said the quality of advisers was more relevant. "As this business (financial advice) increasingly becomes more difficult ...

InvestSense hires head of adviser solutions

KARREN VERGARA  |  THURSDAY, 14 FEB 2019
... accounts will play an increasingly important role in the future of the financial advice industry. This includes supporting advisers to deliver higher quality investment solutions to clients while at the same time offering increased business efficiencies ...

Royal Commission to disrupt product distribution: Roy Morgan

JAMIE WILLIAMSON  |  WEDNESDAY, 13 FEB 2019
... Morgan said adoption of the recommendations related to financial planning will likely see a drop in the use of financial advisers to access products. "Financial planners are also likely to be impacted by the need for greater fee disclosure, clarification ...

Cardena Private Wealth names managing director

KARREN VERGARA  |  WEDNESDAY, 13 FEB 2019
... the past three years. Djani will spearhead the firm's strategic growth plans and work closely with its financial advisers and staff to support client engagement activities, manage alliance relationships, business development and operational efficiencies. ...

Centuria Life launches new bond offering

JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
... environment sees customers being more discerning but Centuria welcomes the scrutiny. "There are thousands of financial advisers in this country who care deeply about their clients' wellbeing - I have witnessed this firsthand, and I believe they too welcome ...

Netflix-style shopping for funds

KANIKA SOOD  |  TUESDAY, 12 FEB 2019
... sales team is launching a new platform which ultimately aims to offer a Netflix-style shopping experience to financial advisers and clients. Forum 360 has been working for two years to build the prototype for its cloud-based platform to connect fund ...

FASEA confirms code of ethics standard

HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
Following a period of consultation, the code of ethics set to govern the behaviour of financial planners and advisers from next year has been confirmed. On Monday, FASEA released the legislative instrument and explanatory statement of its code of ethics ...

Former Macquarie advisers have bans reduced

JAMIE WILLIAMSON  |  TUESDAY, 12 FEB 2019
Two former Macquarie financial advisers that were banned for 10 years for falsifying client records have had their penalties substantially reduced by the Administrative Appeals Tribunal. Mark Alexander Landau and Marcus Roderick Campbell were banned ...