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Showing 31 - 40 of 71 results for "IFAs"

MGP looking toward a better 2018

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... pleased with the latest results and remain firmly focused on delivering greater choice, transparency and functionality for the IFAs, stockbrokers and investment managers using or intending to use our broadening capability," Heather said. "We are positioning ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
... including HSBC, the Royal Bank of Scotland, Bank of England, Standard Life and South Africa's Sanlam, as well as a number of IFAs. The Oxford Risk Rating Online solution accounts for risk tolerance, suitability, risk capacity and knowledge and experience ...

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 ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
... Stocksport chief executive Chris Brycki said beta testing of its Stockspot Partners Programme "has shown a real appetite from IFAs and accountants seeking a robo-advice investment solution for their clients." The report also highlights that robo-advice ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... roll out of 1500 financial advisers, the tool was developed in response to adviser and investor feedback and is available to IFAs and aligned advisers. "We didn't want to just give Wealth IQ out to clients to interact with; it really is a tool for advisers ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...

Ignition Wealth partners with SMSF administrator

ALEX BURKE  |  MONDAY, 23 MAY 2016
... "Preset, Triple A's new online administration offering, has already been approved by a large number of dealer groups and IFAs. The integration with Ignition Wealth will enable advisers to receive a data feed of portfolio assets from Triple A directly ...

netwealth to grow IFA base, eyes app-savvy investors

MICHELLE BALTAZAR  |  FRIDAY, 6 MAY 2016
... start-up with $500 million in funds under administration. This year, the group surpassed the $8 billion mark and aim to win more IFAs through its tech-focused business model. At an annual client update in Sydney last night, netwealth founder Michael ...

Fiducian targeting SMAs

DARREN SNYDER  |  THURSDAY, 28 APR 2016
... faster turnaround of SMSF accounting engagements," Dunne said. "There is a big market out there for SMAs being set up by IFAs, and the FASTrack system backed by Fiducian Online is tailor-made to serve this sector." Fiducian head of business development ...

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
ASIC commissioner Greg Tanzer has highlighted the regulator's expanding role in the SME registration space. Speaking at the National Council of Small Business Australia Conference in Sydney, Tanzer noted that small businesses, with fewer than 20 employees ...