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Showing 41 - 50 of 132 results for %22Adviser Research Centre%22

Digital advice, fintech firms merge

KANIKA SOOD  |  FRIDAY, 3 AUG 2018
... process. It was founded last year by Paul Rogan, who was Challenger's chief executive of distribution, marketing and research. Following the merger, Retirement Essential becomes a legal subsidiary of SuperEd, 100% owned by it. The merger expands ...

Adviser Ratings to predict licensees' quality of advice

JAMIE WILLIAMSON  |  TUESDAY, 31 JUL 2018
Adviser Ratings is proposing a new rating system for Australia's 1800 financial advice licensees that could potentially predict instances of misconduct. The new system, outlined in a new white paper, will see licensees rated in two ways; the first using ...

IOOF executive takes new role

JAMIE WILLIAMSON  |  FRIDAY, 13 JUL 2018
The former head of managed fund research at IOOF has joined another ASX-listed financial services firm. Former IOOF executive Miriam Herold has been named as Centrepoint Alliance's new head of research. Herold first joined IOOF in 2015 as a senior research ...

Population growth drives real income

DARREN SNYDER  |  THURSDAY, 25 JAN 2018
... sector. "We think rents need to match tenant sales growth from here. Tenant sales come back to population growth," he said. Research completed by the firm shows the fund is 30% less exposed for interest rate movements than the A-REIT 300 index. This ...

VFMC appoints former Franklin Templeton MD

DARREN SNYDER  |  THURSDAY, 11 JAN 2018
... would step down from her role at Franklin Templeton after 11 years. Her last day will be January 15, and will remain an adviser to the business. In October, Franklin Templeton announced Matthew Harrison as its new managing director for Australia to replace ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... investment vehicle. The Best Practice Forum covered the sector from all angles including retirement income, robo-advice, adviser trends and product design. Rainmaker research shows in the last four years alone the number of ETF products available to ...

HNWI financial advice demand falls: Research

KARREN VERGARA  |  THURSDAY, 14 DEC 2017
... investors' unmet advice needs centre around investment strategy and retirement. "HNWIs themselves understand that a single adviser may not necessarily possess the expertise to meet all their advice needs, with only 31% believing it is important that ...

Centrepoint adviser banned

JAMIE WILLIAMSON  |  TUESDAY, 28 NOV 2017
A financial adviser licensed through Centrepoint Alliance's Professional Investment Services has been banned by ASIC for three years for incompetence. Ramana Rao of Metaplanners in South Australia was banned from providing financial services after it ...

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... trustees to manage, implement, monitor and report on their investments, anywhere and at any time from the one place." Research SuperConcepts recently released with the University of Adelaide's International Centre for Financial Services revealed that ...

Morningstar secures $337bn portfolio disclosure commitment

DARREN SNYDER  |  WEDNESDAY, 15 NOV 2017
... South Africa out of 25 countries for transparency. Wickham also said the company was looking at introducing a financial adviser Best Interests Scorecard in Australia - a tool released in the US to provide a solution for updated fiduciary rules.