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| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
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