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Showing 4991 - 5000 of 9821 results for "Advisers"

Alphinity funds added to mFund

JAMIE WILLIAMSON  |  MONDAY, 31 OCT 2016
... retail market. Our funds provide consistent performance and genuine alpha, over a long period of time, and that's what advisers and their clients are looking for in today's volatile market," Alphinity principal Johan Carlberg said. "We have a process ...

The changing role of ETF model portfolios

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... client goals. According to head of SPDR ETFs at State Street Global Advisors (SSGA) Australia, Shaun Parkin, financial advisers are increasingly looking for expertise outside their own businesses in a bid to provide their clients with the best and most ...

AMP looks to advisers of the future

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
A record number of university students participated in this year's AMP University Challenge, pointing to a growing interest in financial planning as a career. More than 180 students from universities around Australia participated in teams or as individuals ...

Bravura starts IPO journey

KERRIE SYDEE  |  MONDAY, 31 OCT 2016
... than $2.3 trillion of assets on behalf of clients across Asia Pacific, Europe, the Middle East and Africa. Fort Street Advisers is Bravura's Financial Adviser. Goldman Sachs and Macquarie Capital are acting as Joint Lead Managers and Clayton Utz is acting ...

IRESS partners with UK wealth firm

ALEX BURKE  |  FRIDAY, 28 OCT 2016
... developed a wealth platform for Tilney Bestinvest, which manages assets for private clients, charities and financial advisers. Tilney operates in over 30 UK offices and employs over 300 planners. In ASX statement, IRESS said this represents the next ...

AMP implements significant insurance changes

KERRIE SYDEE  |  FRIDAY, 28 OCT 2016
... impacted by the ongoing uncertainty in superannuation legislation leading to lower consumer confidence in the system, advisers adjusting to the enhanced regulatory environment and recent investment market volatility,\'Meller added. "However AMP is optimistic ...

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Financial advisers around the world remain optimistic about the future of their businesses despite facing a growing number of regulatory changes, according to a new study by Vanguard. Vanguard's 2016 Global Adviser Trends Survey gained insights from ...

Self-auditing SMSF auditor caught in ASIC breach

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
Advisers should be careful when engaging a SMSF auditor following another disqualification by ASIC yesterday. Pierre Jarjoura of New South Wales has been disqualified after the regulator found he had breached independence and audit requirements, determining ...

Elders inks deal with ninth practice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... adviser network at Elders with great collaboration and a strong commitment from the leadership team to help and support advisers move their business forward." Elders Financial Planning has experienced strong regional and suburban growth in 2016, including ...

Challenger reveals key annuity relationships

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
... Australia's high growth retail superannuation sector and operates Australia's largest retail adviser network, with over 3700 advisers. "This new annuity relationship will further increase the ease of access to guaranteed income and help financial advisers ...