Search Results | Showing 31 - 40 of 12019 results for "Adviser" |
| | | ... Count and AMP Financial Planning continue to hold the lion's share. Rainmaker's analysis of the ASIC Financial Adviser Register (FAR) shows that the population dipped 2% from 15,881 this time last year. The numbers appear to waver around this ... |
| | | | Advisers using intelliflo now have access to cashflow modelling tools for SMSF clients. A new update to its intelliflo office software includes detailed cashflow inputs, projections, and outputs within its cashflow modelling for clients SMSFs, or who ... |
| | | | AMP North inflows from independent financial advisers (IFAs) increased 22% as its platforms business' assets under management (AUM) increased to $74.3 billion. In a quarterly business update, AMP reported that net cash inflows to platforms increased ... |
| | | | ... have moved advice groups will transition their clients to a non-Powerwrap solution," Wamsteker said. "Absent any further adviser movement, it is currently estimated that the rate of outflow will continue at a similar rate for at least a further six months." ... |
| | | | ... significant scale, capability, and capacity. "I'm very excited about our future. Our mission is to be our clients' trusted adviser and the ringmaster of their financial affairs, which is a key driver behind our growth strategy and recent decision to ... |
| | | | ... provide strong tailwinds for the 'return' of advice," it said. ClearView said improving industry dynamics and financial adviser productivity has led to increased business volumes for the last three quarters with the inflection point in the market returning ... |
| | | | Betashares is readying to launch Australia's first moderately geared ETFs on the ASX, as part of its new 'Wealth Builder' product suite. The ETFs, which are expected to offer a gearing ratio of 30-40%, aim to allow investors to benefit from the long-term ... |
| | | | ... innovation" with the company acquiring a digital and hybrid offering from Advice Intelligence as well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech that helps eliminate the advice ... |
| | | | The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ... |
| | | | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
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