Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 100+ results for "Adviser"

M&As to create super advice firms

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
... higher education requirements," the Build or buy: A guide to merger & acquisition fundamentals white paper reads. This adviser exodus and the increasing demand for professional advice are major drivers of the formation of "super firms" and leaves plenty ...

National practice manager joins Madison

KARREN VERGARA  |  FRIDAY, 23 JUL 2021
Madison Financial Group has appointed a former financial adviser as its new national practice manager. Jason Gapps joins Clime Investment Management's subsidiary after working as a representative of boutique Hunter Wealth, which was previously known ...

Zenith adds client to Macquarie Wrap

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
Zenith Investment Partners has launched a new managed account client on Macquarie Wrap as adviser demand for managed account solutions soars. Zenith worked with The Moreton Group to develop a customised managed account on Macquarie Wrap, which has helped ...

Perpetual AUM rises

ANNABELLE DICKSON  |  FRIDAY, 23 JUL 2021
... next financial year as new clients continue to migrate to Perpetual. When combined with positive flows from our existing adviser base, it has been another strong quarter for Perpetual Private," Adams said.

Finfluencers ensnare female Millennials

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
The growing finfluencer phenomenon is capturing female Millennials who turn to social media for financial advice and education. Analysis by marketing platform HypeAuditor reveals that more than half (57%) of female finfluencers' following are young ...

Advisers overlook home equity release strategies

KARREN VERGARA  |  THURSDAY, 22 JUL 2021
Financial advisers are shunning home equity release or reverse mortgage strategies that could potentially benefit retiree clients, according to new research. Regtech Fourth Line and retiree financial services provider Pension Boost looked at the Statement ...

Netwealth launches mobile app

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
The platform launched a client portal app for financial adviser clients in a bid to improve client engagement. The app allows clients to view overall portfolio performance and asset allocation across their entire portfolio. Aside from simple charts ...

ASIC bans adviser, cancels AFSL

ANNABELLE DICKSON  |  THURSDAY, 22 JUL 2021
The corporate regulator has banned a Gold Coast-based adviser for five years and cancelled the group's AFS licence over misconduct. Adam Bevan was an authorised representative and sole director of Trade Wind Financial Services. ASIC banned Bevan after ...

Praemium improves non-custodial solution

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The platform has made changes to its artificial intelligence capabilities to improve the user experience of its $140 billion non-custodial Virtual Managed Account solution. Praemium has expanded machine learning which has been able to identify transactions ...

SMSFA adds to board

ANNABELLE DICKSON  |  WEDNESDAY, 21 JUL 2021
The SMSF Association has welcomed back its former director following the completion of the Retirement Income Review and appointed BT's head of financial literacy & advocacy to its board. Deborah Ralston and Bryan Ashenden have been appointed as non-executive ...