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Showing 4481 - 4490 of 9819 results for "Advisers"

AZ Sestante grows fund list

KARREN VERGARA  |  MONDAY, 11 SEP 2017
... strategy is that it provides daily liquidity." AZ Sestante head of distribution, Andrew Davies said: "We have listened to advisers as to the type of investment product they are looking for and high quality, daily liquid, uncorrelated, defensive type ...

Managed Accounts Forum draws record crowd

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... Financial Standard. More than 300 people have registered for the event which has drawn strong interest from financial advisers, many of whom are preparing for new managed account rules taking effect next month. The event this year has also attracted ...

Adviser, SMSF demand driving LIC growth

KARREN VERGARA  |  FRIDAY, 8 SEP 2017
Financial advisers and self-managed super funds are helping drive the strong demand for listed investment vehicles offering wider asset classes and a more diversified portfolio, according to a MinterEllison report. The Australian listed investment companies ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... number of women opting for a career in financial planning, four of the six finalists for the 2017 Association of Financial Advisers' Rising Star of the Year Award are female. The accolade - which is presented in partnership with ANZ Wealth - recognises ...

BNP Paribas AM acquires fintech

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... revolution has transformed client expectations when it comes to discussing their financial savings plans with investment advisers. "This has led to a major rethink of the customer experience across all client segments, and involves constantly adapting ...

New MDRT Australia chair

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
Former national vice-president of the Association of Financial Advisers and JBS Financial Strategists chief executive Jenny Brown is the new chair of Million Dollar Roundtable Australia. After more than two years in the role, Adam McCann announced he ...

Female Excellence Award finalists announced

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2017
... five finalists in the 2017 Female Excellence in Advice Award have been named. Presented by the Association of Financial Advisers and TAL, the FEIA Award recognises the significant contributions made by women in the financial advice profession, their ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... is amongst the leaders in the financial advice sector across Australia in the delivery of client centric advice. The advisers and staff at Retirement Victoria are very much looking forward to the future journey with the Fitzpatricks Group and we are ...

New global head for Russell Investments

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2017
... be responsible for growing the firm's brand and pursuing opportunities to help institutional investors and financial advisers navigate the global markets and achieve investment outcomes. Brennan joined Russell Investments in 1985, serving as managing ...

Centrepoint forms fintech alliance

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2017
A newly-formed fintech partnership will enable Centrepoint Alliance financial advisers to develop stronger client relationships as well as provide tools to promote shared responsibility for the client's financial situation. A full-service money management ...