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Showing 4701 - 4710 of 9821 results for "Advisers"

ESG holds key to adviser client retention

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2017
Financial advisers that aren't doing more to incorporate ESG concerns into investment portfolios may be left in the dust by millennials. With the new generation of advice clients driving the ESG conversation, Eaton Vance head of Australia Duncan Hodnett ...

From financial advisers to cybersecurity advocates

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
Financial advisers must arm themselves with serious cybersecurity knowhow as more cybercrime networks turn their focus to financial services companies at an alarming rate. Finance professionals will be affected on three fronts: the value of companies ...

Financial advisers should consider bitcoin as an asset class: Dunworth

MICHELLE BALTAZAR  |  MONDAY, 8 MAY 2017
... ago. Australia-born chief executive of Silicon Valley-based blockchain outfit Wyre, Michael Dunworth, said for financial advisers who are trying to figure out how the industry will affect their business, there is no better way to do it than to get their ...

VanEck partners to launch ETF model portfolios

ALEX BURKE  |  MONDAY, 8 MAY 2017
VanEck will launch a range of model portfolios to advisers using exchange-traded funds, in partnership with an investment researcher. Using Lonsec's portfolio construction research, the VanEck ETF Model Portfolio series comprises balanced, growth and ...

Macquarie boosts AUM, earnings flat

KARREN VERGARA  |  FRIDAY, 5 MAY 2017
... Garrett commented the firm will expand its investment menu, functionality and digital experience for the more than 7000 advisers and clients in its network. Last year, the platform added 63 managed funds and 29 separately managed accounts (SMA). Some ...

Twitter becomes gateway to 30 million 'investment' audience

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
Nine in 10 financial advisers in the US said they have gained new clients through their social media accounts, research shows. According to a 2016 social media survey by Putnam Investments, there are now more than 30 million Twitter users in the US ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

CFA considers AI, robo-advice in exams

KARREN VERGARA  |  THURSDAY, 4 MAY 2017
... reduced costs, improved access to advice product choices. But such tools will unlikely replace engagement with human advisers for institutional investors and ultra-high net worth individuals as these groups of investors, with large portfolios and potentially ...

Sharing economy to reshape global real estate

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... netwealth group study tour, a four-day program on fintech and financial advice attended by Australian-based financial advisers with a combined FUA of more than $14 billion. Financial Standard is the media partner of the netwealth group study tour and ...

AI will lead next industrial revolution: Sanlam

MICHELLE BALTAZAR  |  THURSDAY, 4 MAY 2017
... like making 602 investment professionals redundant in one swoop. But Itzkovits thinks investment houses and financial advisers should use AI to their advantage. "It's not man versus machine but man with machine, versus man without," he said. "AI can ...