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Showing 3831 - 3840 of 9819 results for "Advisers"

Retail super funds in hot water: Royal Commission

KARREN VERGARA  |  MONDAY, 27 AUG 2018
... have left the funds and were no longer receiving services. There's also evidence trustees didn't monitor its advisers contractually obliged to provide specific advice - and any monitoring was either "non-existent or ineffective." Further, Hodge ...

HNW advice firm adds new role

JAMIE WILLIAMSON  |  MONDAY, 27 AUG 2018
... grade analytical and research capabilities provides a compelling offering to this growing market," Pikoulas said. As more advisers enter the boutique space from institutional firms, business values and ethics will become an even greater differentiator ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... stage at the annual Financial Standard Managed Accounts Forum to be held in Melbourne next month. More than 160 financial advisers and managed account specialists have registered to the annual event, to be held at the Crown Promenade in Melbourne on ...

ClearView results up despite adviser earnings drop

HARRISON WORLEY  |  FRIDAY, 24 AUG 2018
... yesterday, ClearView said advice arm earnings dropped 20% to $1.8 million, owing to a slight decrease in the number of aligned advisers. ClearView said despite pressure on the profits of its advice business, the prospects were good as it looks to expands ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
Life insurers increasing the awareness of client health and wellbeing programs still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June ...

Centrepoint: New leadership, new look

JAMIE WILLIAMSON  |  THURSDAY, 23 AUG 2018
... organisation where the advisers' needs are at the heart of everything we do. We have a strong community of like-minded advisers that enables us to take a leadership position in the industry as it moves to a more transparent environment," Benbow said. ...

BetaShares wins insto allocation

KANIKA SOOD  |  THURSDAY, 23 AUG 2018
... see the [15:85] split between insto and retail investors changing significantly. "Simply because the retail demand from advisers, retail clients, SMSFs and millennials is growing as well." BetaShares has been building out its institutional business. ...

Macquarie Wrap adds Vanguard SMAs

JAMIE WILLIAMSON  |  WEDNESDAY, 22 AUG 2018
... managed accounts strategies are now available via Macquarie's Wrap platform. Targeting the growing number of financial advisers adopting managed accounts, Vanguard ETFs will predominantly be used to implement the asset allocation strategies. Available ...

Mainstream co-founder becomes non-exec chair

HARRISON WORLEY  |  WEDNESDAY, 22 AUG 2018
... account investment solution, which the company said would be its official entry into digital services targeted at financial advisers. The SMA solution will be initially launched in Australia. It will offer advisers customised access to models across ...

PractiFI opens US office

KARREN VERGARA  |  WEDNESDAY, 22 AUG 2018
... PractiFI partnered with Nod, a fintech that creates Statements of Advice (SOAs) in real time. The partnership allows advisers to retrieve client data from PractiFI and published in a new SOA. "Partnering with Nod delivers on our commitment to innovation ...