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Showing 5381 - 5390 of 9821 results for "Advisers"

Back-office upgrade is front of mind for time-conscious advisers

MICHELLE BALTAZAR  |  WEDNESDAY, 2 MAR 2016
Client data processing has always been a perennial pain in the back office because advisers have to re-key the same information multiple times. A new deal between netwealth and IRESS plans to change that. Platform provider netwealth and software solutions ...

US resistance to DOL fiduciary rule gathers pace

ALEX DUNNIN  |  WEDNESDAY, 2 MAR 2016
Momentum is building against the US Department of Labor's (DOL) proposed fiduciary rule for retirement advisers with House Speaker Paul Ryan now joining the critics. The DOL has been working on expanding the fiduciary obligation since the GFC when millions ...

Legg Mason Martin Currie Real Income Fund added to Asgard

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
... are receiving strong demand from both portfolio constructors seeking an alternative to stand-alone AREITs, as well as advisers seeking an attractive income solution in a low interest rate environment," Legg Mason head of sales Beau Titchkosky said. The ...

BetaShares eyes expansion with new hires

MARK SMITH  |  WEDNESDAY, 2 MAR 2016
... Coming into the role of business development associate - adviser services is Aditi Grover. She joins from Absolute Wealth Advisers. BetaShares managing director Alex Vynokur said the new hires reflected the company's continued commitment to the rapidly ...

Three super funds take responsible investment gong

ALEX BURKE  |  MONDAY, 29 FEB 2016
... Investment Certification Program is designed to award investment products, super funds, dealer groups and individual advisers for their commitment to responsible or "ethical" investments - specifically, those that focus on environmental, social and governance ...

OneVue partners with Sentry Group for adviser platform

ALEX BURKE  |  FRIDAY, 26 FEB 2016
... Compass platform suite, which also includes offerings from HUB24, Asgard and netwealth. As a result, Sentry's 250-plus advisers will get access to separately managed account solutions through the new service. Commenting on the arrangement, Sentry Group ...

ING DIRECT adds to Living Super investment menu

MARK SMITH  |  THURSDAY, 25 FEB 2016
... shares as well as 26 additional ETFs. The company said the move is a result of increased demand by clients and their advisers, citing CoreData research which said the appetite for share trading through superannuation is growing year on year, with more ...

Monash launches absolute return LIC

ALEX BURKE  |  THURSDAY, 25 FEB 2016
... Commenting on the decision to create the LIC, Monash Investors co-founder and portfolio manager Simon Shields said financial advisers and brokers "were telling us that their retail clients were very interested in our Monash Absolute Investment Fund ...

IOOF boosts interim profit

ALEX BURKE  |  WEDNESDAY, 24 FEB 2016
... discipline. It demonstrates that the best aspects of our businesses are quickly adopted elsewhere for the benefit of clients, advisers and shareholders alike. "That this result has been achieved against a back drop of continued significant deployment ...

Shaw and Partners appoints three senior advisers

ALEX BURKE  |  TUESDAY, 23 FEB 2016
Shaw and Partners has appointed three new senior advisers, including another two Macquarie veterans. Alasdair Burns and Greg Sadler have joined Shaw and Partners from Macquarie Private Wealth and Macquarie Equities respectively; both had been working ...