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Showing 4721 - 4730 of 9821 results for "Advisers"

WTW launches insto platform

KARREN VERGARA  |  FRIDAY, 28 APR 2017
... to undertake operational due diligence on individual managers, which means spending a lot of money on lawyers and tax advisers for instance, he added. "Essentially, a subsidiary of WTW becomes the responsible entity for each of the underlying fund and ...

Wealth transfer poses advice business risk

ALEX BURKE  |  FRIDAY, 28 APR 2017
... HNW wealth is booked in discretionary mandates. While regional preferences vary, in general HNW investors reach out to advisers to save time and benefit from expertise of professionals they have been working with. Wealth managers can cash in on this ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

BT Panorama lists sovereign bond fund

KARREN VERGARA  |  THURSDAY, 27 APR 2017
... Colchester Global Government Bond Fund, which was recently rated as 'highly recommended' by Lonsec, is attractive for advisers seeking a defensive fixed income alternative for client portfolios. Colchester Global Investors head of distribution Angela ...

InFocus restructures to support growth

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... partnership with H&R Block as a key driver of the growth, directly aligning with the dealer group's objective of helping advisers grow revenue, increase efficiency and effectively manage risk. "We are also seeing growth in our AFSL operations, as we ...

RARE fund receives Lonsec tick

EMMA RAPAPORT  |  WEDNESDAY, 26 APR 2017
... interest from Australian clients and which he believe reflects the evolution of the asset class. "Five years ago, financial advisers started to include global listed infrastructure as a core component of their client portfolios," Bushby said. "Now those ...

PayLogic signs new AFSL client

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
An independent advice dealer group is the latest to partner with AdviserLogic, now using its PayLogic software. Advisers licensed through InterPrac Financial Planning will now have access to the revenue management software, expanding AdviserLogic's ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
Financial advisers must rethink value propositions and condense client books to achieve sustainable growth as traditional advice offerings continue to feel the squeeze. A new paper from Matrix Planning Solutions, distributed by parent company ClearView ...

MLC Life creates four adviser engagement roles

ALEX BURKE  |  WEDNESDAY, 26 APR 2017
... engagement manager roles. The managers will join MLC Life Insurance's retail business from May 1 and will focus on assisting advisers develop customer engagement models that reflect the evolving needs of new consumers. MLC will select practices which ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
... blend of skills, expertise and values, and is the right cultural fit for Fortnum. "It's important that our staff - and advisers - have a high degree of personal integrity, and embrace our high performance, collaborative culture. Kerry is an experienced ...