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Showing 4811 - 4820 of 9821 results for "Advisers"

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... portfolios after all," with the IFA and ETF markets in the US surging as consumers seek greater value, and progressive advisers want to deliver solutions tailored to their clients. "We wanted a portfolio service that had the client at the core and would ...

Listed advice groups gaining ground

KARREN VERGARA  |  MONDAY, 6 MAR 2017
... improve with new initiatives and an emphasis on cost reduction. AMP chief executive Craig Meller said a record number of advisers opted to retire or leave the industry in the wake of increased professional and education requirements, though AMP doesn't ...

Forward thinking must underpin advice: Vanguard

EMMA RAPAPORT  |  FRIDAY, 3 MAR 2017
Financial advisers should look beyond short term economic and geopolitical events to long term global trends, Vanguard global chief economist and investment strategy group head Joseph Davis says. Speaking at the fund manager's adviser roadshow in Sydney ...

Fox warns against direct life insurance again

KARREN VERGARA  |  FRIDAY, 3 MAR 2017
... who purchase direct life insurance are at risk when it comes to claim time, the head of the Association of Financial Advisers warns. Buying life insurance over the phone or online should set off alarm bells - it means the policy has not been underwritten ...

Kaplan buys artificial intelligence regtech

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
Following a partnership to develop a digital solution for advisers, Kaplan acquired an artificial intelligence-based regtech provider. The education provider has been working with Red Marker to develop Artemis, a solution for financial advisers to create ...

Advice group driving fintech efficiencies

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... state managers in the industry, and giving back to our adviser network by offering educational scholarships to help our advisers up-skill in readiness for educational standards reforms," Beaven said. "Now we have the structures, frameworks and resources ...

BT Wrap adds absolute investment fund

JAMIE WILLIAMSON  |  FRIDAY, 3 MAR 2017
... the Monash Absolute Investment Fund is now available on the platform. "The fund has experienced strong interest from advisers who are seeking to complement the long-only equity managers in client portfolios, as well as their direct and ETF investments," ...

Synchron vows to end yearly renewables

ALEX BURKE  |  THURSDAY, 2 MAR 2017
... its very nature designed not to be in force when a claim is most likely to happen." The Synchron/AIA product will allow advisers to offer clients policies with extended terms - Trapnell suggested five, 10 and 15-year terms - which would be "affordable ...

ACBC partners with Praemium

EMMA RAPAPORT  |  THURSDAY, 2 MAR 2017
... (XTBs) on the ASX, and excludes hybrids and subordinated notes with callable features, will be available to financial advisers via the Praemium SMA platform. XTB portfolio manager Ian Martin and co-founder and executive director of Australian Corporate ...

YBR partnership drives wealth renewal

JAMIE WILLIAMSON  |  THURSDAY, 2 MAR 2017
... portfolios available on Macquarie and Asgard platforms. Minimum requirements have now been introduced for all new financial advisers employed by YBR, including that the candidate must meet the new minimum TASA/TPB requirements for financial advisers ...