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Showing 5111 - 5120 of 9821 results for "Advisers"

HUB24 partners for new white label offering

ALEX BURKE  |  TUESDAY, 30 AUG 2016
... enduring view is that managed portfolios implemented with the right technology can offer better practice outcomes for advisers and better advice outcomes for clients. We anticipate our partnership with Beacon will underscore this positive direction for ...

Digital key to greater trust, literacy

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
Financial advisers must embrace digital advice to increase understanding and trust among prospective clients, according to StatePlus general manager, financial planning and marketing Jason Andriessen. Research conducted by StatePlus found that 84% of ...

CFS adds aged care annuity to FirstChoice

KERRIE SYDEE  |  MONDAY, 29 AUG 2016
... First State has added Challenger's CarePlus annuity to the FirstChoice platform, giving a greater number of financial advisers access to the retirement investment option. General manager product and investments at Colonial First State, Peter Chun, said ...

Sunsuper continues push into adviser market

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Sunsuper has appointed two new business development managers (BDM) and launched an online portal for financial advisers. Alessandra Bertora and William Burke both joined the Queensland-based company last month, charged with "growing Sunsuper's membership ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON  |  FRIDAY, 26 AUG 2016
Stockspot has developed a partnership programme for advisers, accountants and other professionals to be launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's ...

ASIC bans former Macquarie advisers

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
ASIC has banned two former Macquarie advisers from providing financial services. Anthony Jason Sourris and Sarah Kate Gardner have been banned for two and a half years and one year respectively after ASIC found they were both involved in, and lied to ...

Class partners with new fintech

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... has partnered with a new fintech firm which provides managed account and direct client portfolio services to financial advisers. The developer of Class Super and Class Portfolio has teamed up with MA Operator to enable Class subscribers to automate client ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... on its buy-sell analyses, their broad take of the industry is essential reading for both fund managers and financial advisers with or without a managed accounts offering. "We identify six market forces now driving the adoption of managed accounts and ...

LICG will fight on after failing to trigger AFA constitution talks

JAMIE WILLIAMSON  |  THURSDAY, 25 AUG 2016
... Insurance Customer Group (LICG) has failed to trigger an extraordinary general meeting of the Association of Financial Advisers (AFA) to explore a change to the body's constitution after nearly half of the submissions it sent requesting one were found ...

Risk advice revenue falls 7pc in 2016

KERRIE SYDEE  |  WEDNESDAY, 24 AUG 2016
Risk advice revenue has dropped to the lowest point since 2013 as advisers anticipate the impacts of pending Life Insurance Framework (LIF) reforms, according to the Investment Trends 2016 Planner Risk Report. According to the report, the average adviser ...