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Showing 4921 - 4930 of 9821 results for "Advisers"

Netwealth partners for new private label

JAMIE WILLIAMSON  |  MONDAY, 5 DEC 2016
... managing director Matt Heine described as evidence of the "strong managed account momentum continuing." "Increasingly, advisers are wanting an efficient way to implement actionable investment insights across their total client base from small balance ...

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... outsourcing of investment management continues to rise. The research found that more than 41% of independent financial advisers (IFAs) outsourced investment management in 2016. This is expected to rise to 45.9% in 2017. For fund managers looking to win ...

Robo is the adviser's new best friend

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
Robo-advice has the ability to grow client bases and firm profitability if advisers are prepared to evolve and reflect a new generation of clients. The combination of lower fees, greater transparency and a simplified user experience has driven the growth ...

Global equities fund becomes 'Recommended'

DARREN SNYDER  |  THURSDAY, 1 DEC 2016
... of the fund to a broader cross section of the advice community. "The fund has been well received by dealer groups and advisers, and its funds under management are rapidly growing," Woods said. "The Davis investment philosophy is one that resonates with ...

CommInsure sees adviser revamp

ALEX BURKE  |  THURSDAY, 1 DEC 2016
CommInsure has consulted with advisers nationwide to improve its product offering. The enhancements include more generous expiry ages, an extended indemnity income protection policy, updated trauma definitions and a continuation of total and permanent ...

Lonsec rates BetaShares ETF

ALEX BURKE  |  THURSDAY, 1 DEC 2016
... risk, and means investors miss out on the potential available in mid to smaller-cap Australian equities." "EX20 allows advisers to construct portfolios for their investors which overcome this bias in a single trade, via a simple, low-cost investment ...

Class integrates with fintech

JAMIE WILLIAMSON  |  THURSDAY, 1 DEC 2016
... portfolios - has integrated with Stockspot to provide a tax reporting solution to Stockspot clients, and accountants and advisers in the Stockspot Partner Programme. The integration will deliver daily, up-to-date overviews of investment portfolios and ...

Winston Capital expands west

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
... January 2017. The office will be led by founding partner Andrew Fairweather and will serve to align with the needs of advisers and product providers in the WA and SA markets. "Winston Capital has a strong and loyal client base in WA and South Australia. ...

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
As more than 80% of financial planning clients report high levels of trust and satisfaction with their financial advisers, the industry has an opportunity to share these experiences and help educate Australians. A new university study led by researchers ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...