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Showing 3821 - 3830 of 9819 results for "Advisers"

Direct life insurance failing consumers: ASIC

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... distributional channel sold the highest number of policies (14 million), followed by direct channels (3.9 million) and advisers (4 million).

Kapstream renews industry fund relationship

DARREN SNYDER  |  THURSDAY, 30 AUG 2018
... end of 2018. Currently the fund is only available to institutional investors. However, early interest from financial advisers will likely drive the manager to launch an adviser share class later this year. It would be launched in collaboration with long-term ...

Praemium picks up new SMA partners

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... investor's portfolios, provide tailored and accurate reporting, and offer a market-leading digital experience to our advisers and investors, allows us to offer high-quality bespoke solutions for our clients," Wiech said. Additionally, the managed accounts ...

UBS shutters UK robo platform

KARREN VERGARA  |  THURSDAY, 30 AUG 2018
... the bank's chief investment officer responsible for Switzerland. The project, called UBS Companion, will allow UBS advisers to bring Kalt's expertise and knowledge into client meetings through an avatar, which will respond and interact with clients ...

Boutique grows to meet managed accounts demand

HARRISON WORLEY  |  THURSDAY, 30 AUG 2018
... groups access managed account platforms." Connors added the expansion of the firm was driven by increased demand from advisers wishing to access the boutique's public menu and customised managed account solutions. The boutique is also set to feature ...

Advice firm rebrands, confirms independence

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... advice. Guided Wealth said it is extremely proud of the achievement, given there is currently only about 115 independent advisers that meet the definition, according to SuperGuide. "Being labelled independent won't change anything for our clients. ...

More risk advisers offloading practices

KARREN VERGARA  |  WEDNESDAY, 29 AUG 2018
Pressures of the Royal Commission, the Life Insurance Framework and educational reforms are prompting risk advisers to hurriedly sell their practices at discount prices, a merger and acquisitions expert says. Radar Results principal John Birt said there ...

Royal Commission challenges super regulators

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... corporations law. Hodge recommended Aon Hewitt may have breached the Corporations Act with regards to three financial advisers moving clients to a choice product and out of a MySuper product. The advisers failed to provide a Statement of Advice and Financial ...

Morgan Stanley amends false independence claims

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... controls in place to ensure any public statements they make comply with the Corporations Act. The independence of financial advisers is an important issue for consumers and investors," the regulator said. "This is why the Corporations Act puts strong ...

OneVue and boutique fund manager ink platform deal

JAMIE WILLIAMSON  |  TUESDAY, 28 AUG 2018
... our mutual desire to bring greater transparency and equality of fees in superannuation and investments to investors and advisers alike," Allan Gray Australia chief operating officer JD de Lange said. Likewise, OneVue executive general manager platform ...