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Showing 5091 - 5100 of 9821 results for "Advisers"

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... review by review, product by product and paper by paper with no real control over it - this needs to be fixed. "Currently advisers are at the bottom of the food chain defending someone else's decisions. Advisers need to be at the top of that food chain ...

Managed portfolios vital for SMSF diversification

KERRIE SYDEE  |  THURSDAY, 8 SEP 2016
... get into international assets directly, I think these managed portfolios solve that." Gillett notes that for financial advisers, managed portfolios provide not only an administration solution but also complement the best interest duty. Advisers can offer ...

Powerwrap launches SMA service

MARK SMITH  |  THURSDAY, 8 SEP 2016
Platform provider Powerwrap has launched a separately managed account (SMA) offering, designed to provide advisers and clients with improved investment opportunities by allowing managers to be more responsive to market conditions in real-time. The new ...

Fears of increased compliance costs misguided

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
... aspect of their financial life including savings, insurance, Centrelink, superannuation, retirement and investments. Robo-advisers target only those lucky consumers with spare cash to invest, typically into ETFs. "While addressing consumer facing robo-advisers ...

Netwealth enters fintech partnership

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... fintech firm. Through the arrangement TipRanks will provide research on all major shares listed on US markets, to assist advisers in identifying US opportunities and tracking analyst recommendations. The partnership, which is now live, will allow advisers ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
... female. The figures come ahead of the anticipated release of new industry standards which are expected to require financial advisers to hold a relevant degree or equivalent qualification to practice. Kaplan Professional chief executive Brian Knight said ...

Legg Mason Brandywine fund gets top rating again

MARK SMITH  |  WEDNESDAY, 7 SEP 2016
... from one of Australia's leading research houses. We believe Legg Mason has a compelling solution for institutions and advisers seeking to position their clients ahead of the fixed income curve, in an unconstrained and benchmark-agnostic strategy. Pleasingly ...

Atrium appoints distribution head from Morningstar

ALEX BURKE  |  WEDNESDAY, 7 SEP 2016
... which has impeccable investment credentials and an outstanding leadership team." "As a result of strong interest from advisers and record FUM inflows driven by our investment objectives being met and exceeded, I am delighted to announce Nigel's appointment," ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
... Lonsec Investment Solutions chief investment officer Lukasz de Pourbaix, were asked to share their top three tips for advisers considering managed accounts. All agreed that knowing your own objectives and why you wanted to enter the managed accounts ...

Mason Stevens delivers new SMA offering

JAMIE WILLIAMSON  |  TUESDAY, 6 SEP 2016
... Fixed Income SMA, which requires a minimum investment of $100,000, was developed in response to increased demand from advisers for direct access to bonds and is actively managed by an investment team focused on Australian denominated investment grade ...