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Showing 641 - 650 of 4655 results for "Financial Advisers"

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 ...

BlackRock to launch US Treasury Bond ETF

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
The iShares US Treasury Bond ETF (IUSG) will soon be available to local financial advisers and investors, offering exposure to some of the most liquid securities in the world. Priced at 15 basis points, which according to BlackRock is 25% cheaper than ...