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Showing 641 - 650 of 4656 results for "FINANCIAL ADVISERS"

A roadmap for transitioning to managed accounts

ANDREW MCKEAN | THURSDAY, 14 SEP 2023

Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI | THURSDAY, 14 SEP 2023

... retirement. I believe this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening retirement security. It said that higher ...

Aware Super rolls out adviser portal

KARREN VERGARA | THURSDAY, 14 SEP 2023

Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN | TUESDAY, 12 SEP 2023

... evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial advisers access to Viridian's proprietary model through four distinct offerings: asset management, portfolio management, digital ...

Industry mega trends impacting distribution roles

ELIZABETH FRY | MONDAY, 11 SEP 2023

... distinct distribution channel, in addition to institutional clients. This is in addition to the demand from financial advisers for access to its global strategies. Natixis has built a distribution platform that can partner with not just the super funds ...

Experience pathway enshrined in legislation

KARREN VERGARA | FRIDAY, 8 SEP 2023

The highly anticipated legislation that recognises veteran financial advisers as professionals and exempts them from undertaking further qualifications has passed both houses of parliament. The Labor government passed Treasury Laws Amendment (2023 Measures ...

hmh Advisory launches online platform

CASSANDRA BALDINI | FRIDAY, 8 SEP 2023

... sensible way." OpenInvest head of distribution Ravi Verma also highlighted the severe consequences of reduced financial advisers. "The dramatic loss of advisers across the industry in recent years and the work required to service a client under the traditional ...

Spark adopts two fintechs

KARREN VERGARA | FRIDAY, 8 SEP 2023

Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI | THURSDAY, 7 SEP 2023

... advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing number of financial advisers in Australia," CALI chief executive Christine Cupitt said. Cupitt added CALI is passionate about finding ways to make life ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI | WEDNESDAY, 6 SEP 2023

New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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Expert Feed

Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

General Manager Membership

Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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Effie Dimitropoulos

Chief executive

AUDD

Digital assets and where they stand in 2026

So far in 2026 digital assets have captured the headlines largely for the wrong reasons, but that doesn't tell the full story.

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Jessica Sclafani

Global retirement strategist

T. Rowe Price

Rethinking default design in a changing market environment

The evolution underway in the US DC system highlights the value of periodically reassessing default design assumptions.

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Advisers Big Day Out - Hobart

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Brian Redican

CHIEF ECONOMIST
NEW SOUTH WALES TREASURY CORPORATION

What makes an economist an economist? TCorp chief economist Brian Redican reflects on over three decades of navigating Australia's economic cycles. Riddhima Talwani writes.

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