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Showing 491 - 500 of 4722 results for "FINANCIAL ADVISERS"

Adviser profits up despite client loss: Investment Trends

KARREN VERGARA  |  TUESDAY, 30 JUL 2024
Financial advisers may have lost nearly 18% of their client books because of fee increases in the last financial year but are reporting higher profit margins, a new Investment Trends analysis shows. Advisers went from servicing 120 clients on average ...

TAL appoints chief executive, individual life

MATTHEW WAI  |  TUESDAY, 30 JUL 2024
... team of people focused on delivering high-quality and industry-leading products and services to our customers, financial advisers and corporate partners." Before joining TAL in 2008, Teichner was chief operating officer at InsuranceLine, which was acquired ...

Advisers encouraged to engage with clients' kids

ELIZA BAVIN  |  MONDAY, 29 JUL 2024
... to financially support their parents as they age." Hillier said the findings create a good opportunity for financial advisers to engage with their clients and families more closely on matters of retirement and the transfer of wealth. "We have a significant ...

Resolution Life Australasia adds to partnerships, product team

MATTHEW WAI  |  MONDAY, 29 JUL 2024
... modern and sustainable products, facilitate future opportunities and consolidate crucial relationships with financial advisers across the industry. He will be supported by Taggart, who joins after more than a decade at Zurich Australia, most recently ...

How advisers can reap additional $2.1bn in revenue

KARREN VERGARA  |  THURSDAY, 25 JUL 2024
Financial advisers are poised to generate $2.1 billion in new revenue over the next five years and add nearly 500,000 clients to their books if they are proactive in managing seven key factors, Deloitte Access Economics says. Despite the enormous regulatory ...

Betashares launches momentum ETF

ELIZA BAVIN  |  THURSDAY, 25 JUL 2024
... complementary addition to our growing range of innovative investment solutions that assist investors and their financial advisers to implement institutional grade strategies within their portfolios." MTUM changes a management fee of 0.35% per annum of ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
Financial advisers continue to ditch major institutions as more than 500 left in the year to June, Rainmaker analysis shows. Major institutions lost 8.8% of their advisers, with 513 exiting over the 12 months to end up with 5361 at the end of the period. ...

Consultation opens on tax practitioners' registration

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... modernise the registration framework and/or address potential challenges. The consultation is open until August 7. Financial advisers who provide taxation advice no longer had to be registered with the TPB as of 1 January 2022. Allegro Funds acquired ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 and Netwealth platforms this month. It will complement SSGA's three existing risk-based portfolios - ...

Global X set to launch an Australian Bank Credit ETF

ANDREW MCKEAN  |  THURSDAY, 11 JUL 2024
... stability, regular income, and the familiarity of hybrid securities, which have historically been popular with financial advisers and their clients thanks to their quarterly income and franking credits." Global X chief executive Evan Metcalf said fixed ...