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Showing 4141 - 4150 of 9819 results for "Advisers"

AMP introduces SMA range

JAMIE WILLIAMSON  |  MONDAY, 12 MAR 2018
... superannuation, pension and investment platforms and products including MyNorth, North, Summit and iAccess. It provides financial advisers and their clients with greater choice. The range will also be expanded throughout the year to include direct access ...

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
Financial advisers using AdviserLogic's CRM system will now be able to assess a client's risk tolerance score following a partnership with global service provider FinaMetrica. The risk tolerance solutions provider has integrated its 25 and short 12 ...

Netwealth partners for engagement

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
Netwealth is partnering with a cloud-based wealth platform to assist financial advisers in improving client engagement. Advisers using the myprosperity portal can now view Netwealth client account investment and portfolio data on the platform and receive ...

Listed wealth group appoints state manager

JAMIE WILLIAMSON  |  FRIDAY, 9 MAR 2018
... fill the role. "Michael is an experienced sales executive who has spent the past 15 years working closely with financial advisers and licensees, and managing high performing sales teams... He is extremely well-regarded by advisers and his peers," Blaxland-Walker ...

Global Merces launches managed funds regtech

KARREN VERGARA  |  FRIDAY, 9 MAR 2018
... management processes are still lagging behind, she said. Grofski said they consulted extensively with legal and regulatory advisers in developing the software and pointed out that most legislation doesn't require wet signatures. The ATO for example uses ...

Cooper Investors grows retail presence

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... Cooper Investors distribution sales manager Andrew Hall. "Getting on Macquarie's wrap platform will increase the number of advisers available to invest in the funds. Flow is starting very quickly," Hall told Financial Standard Cooper Investors' global ...

More female clients requires more female advisers

JAMIE WILLIAMSON  |  THURSDAY, 8 MAR 2018
The increase in women seeking financial advice highlights not only the need for more female advisers, but also the benefits of embracing gender equality in the workplace. Integra Financial Services director Deborah Kent believes the increasingly holistic ...

Beware downsizer downsides

JAMIE WILLIAMSON  |  WEDNESDAY, 7 MAR 2018
Certain superannuation reforms may seem straightforward yet financial advisers are at risk of coming unstuck if they don't adequately familiarise themselves with the rules. Commenting on the downsizer contribution allowable for over-65s from 1 July ...

AMP head of retail sales departs

ALEX BURKE  |  WEDNESDAY, 7 MAR 2018
... offers, this will allow the teams to develop a deeper knowledge of their respective product areas and better support advisers and brokers," the spokesperosn added, noting that this means a small number of people are leaving the business. Joining the ...

Advisers reckoning with direct risk sales growth: Research

KARREN VERGARA  |  WEDNESDAY, 7 MAR 2018
... insurance products sold directly to consumers are gaining prevalence over an area historically dominated by financial advisers and dealer groups, Strategic Insight's latest statistics show. The researcher found that in the decade to 2017, risk products ...