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Showing 4831 - 4840 of 9821 results for "Advisers"

Northern Trust partners for private equity blockchain

ALEX BURKE  |  THURSDAY, 23 FEB 2017
... first step to connecting participants much more effectively, including investors, managers, administrators, regulators, advisers and auditors."

Kaplan uses AI to stop adviser social media blunders

ALEX BURKE  |  THURSDAY, 23 FEB 2017
Kaplan Professional entered a partnership to develop a new tool to help advisers create compliant social media content by identifying "risky" language in real-time. Artemis, developed by Kaplan and regtech firm Red Marker, checks compliance issues associated ...

IMAP ensuring greater representation for MDAs

JAMIE WILLIAMSON  |  THURSDAY, 23 FEB 2017
... with the new MDA regulations, ensuring ASIC understands their business models and encouraging wider understanding among advisers of the potential for MDA services," Potter said. "In addition, many MDA Providers would benefit by sharing experiences in ...

Padua founder takes on new role

ALEX BURKE  |  WEDNESDAY, 22 FEB 2017
... challenging the way financial advice has traditionally been generated in Australia. Research shows it takes financial advisers almost seven hours to produce a statement of advice." "Advisers who work with Padua are able to produce a high-quality SOA ...

Advisers embrace new education regime

JAMIE WILLIAMSON  |  WEDNESDAY, 22 FEB 2017
Financial advisers have wasted no time in readying themselves for the future following the passing of the professional standards legislation earlier this month. Mentor Education saw an immediate surge in enrolments in its programs after the Corporations ...

Fox urges advisers to become professionals

EMMA RAPAPORT  |  TUESDAY, 21 FEB 2017
... chief executive Brad Fox at this year's Genxt Connect Tour. Speaking to a crowded Sydney ballroom, Fox plead financial advisers to take the financial standards legislation seriously, and to help the AFA on their journey towards becoming a professionally ...

Mercer launches LifetimePlus 2.0

ALEX BURKE  |  TUESDAY, 21 FEB 2017
In order to make its longevity solution more accessible to retail investors and advisers, Mercer has created a second version of LifetimePlus. The new version incorporates 35% growth assets - originally it was fully defensive - and has been streamlined ...

BNY Mellon secures former PM Capital head

ALEX BURKE  |  TUESDAY, 21 FEB 2017
... of adviser distribution. As the title suggests, he will lead Insight's distribution efforts for Australian financial advisers looking for multi-asset and absolute return bond strategies. As above, Thompson previously held a similar role at PM Capital. ...

Centrepoint hires Citigroup executive as CIO

ALEX BURKE  |  MONDAY, 20 FEB 2017
... committed to supporting our clients' needs first and foremost. With guidance and support from our community of financial advisers and licensees, we are building our capabilities in the areas advisers have told us they need support," de Zwart said. "With ...

Vanguard introduces low-cost active funds

EMMA RAPAPORT  |  MONDAY, 20 FEB 2017
... Quantitative Equity Fund; Vanguard Global Value Equity Fund; and Vanguard Global Minimum Volatility Fund; will be available to advisers, investors and institutional clients. "Vanguard has a long-held conviction that there is a role for both index and ...