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Showing 4551 - 4560 of 9820 results for "Advisers"

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... launch a new platform this month. The white label partnership will provide Accountable Wealth Management's accountants and advisers access to a tailored version of the HUB24 platform, offering complete solutions to support the needs of clients, in particular ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
... as well as allow the provision of digital advice as it seeks to overhaul the country's regulatory regime for financial advisers. The Financial Services Legislation Amendment Bill, which was introduced to Parliament recently, is an omnibus Bill to amend ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... Best Practice Forum on Managed Accounts is introducing an entirely new and innovative format in 2017, placing financial advisers front and centre of the one-day conference. Financial Standard launches a new program format called the "The Managed Accounts ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... prioritise client's best interests. Meanwhile, we both have global businesses serving the corporate market and individual advisers," Resnik said. "The merger comes at just the right time for us to meet the market's demands for an affordable, scalable ...

IOOF grows against the grain

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
IOOF credited the onboarding of about 50 advisers last financial year as a driving force behind its 131% increase in advice net flows. In what IOOF described as "counter to industry trend", its growing adviser numbers - including the 33 that joined ...

AIA announces pricing changes

KARREN VERGARA  |  MONDAY, 7 AUG 2017
... provides greater flexibility in matching clients' needs over selected terms of five, 10, and 15 years, thus enabling advisers to help clients avoid yearly stepped premium increases. AIA said the premiums under term level life cover are decreased but ...

Blended models are the future of advice: HUB24

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
The relationship between financial advisers and their clients is more important than ever as technological advancement continues to transform the wealth management arena. A new white paper from HUB24 and CoreData demonstrates that while technology stands ...

Advice, ETFs and SMAs form powerful combination

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... trades were implemented across the firm's client book over the four month period. "Previous to the use of an SMA for these advisers, they were responsible for the implementation of those trades. Now that they're using the SMA, that is completely outsourced ...

Morningstar Australasia managing director departs

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
... established strengths in research, data, and technology solutions as well as investment management for institutions, advisers, and individuals," Wickham said. "I'm excited to build on the momentum we have created and will continue to grow the business ...

Advisers searching for LRBA answers

ALEX BURKE  |  WEDNESDAY, 2 AUG 2017
Regulatory changes to limited recourse borrowing arrangements have been advisers' primary concern over the past quarter, according to BT Advice Technical research. Advisers' queries focused on two key issues: first, the proposal to combine outstanding ...