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Showing 651 - 660 of 4655 results for "Financial Advisers"

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest duty obligations through low-cost and flexible solutions. "The Accelerate Series is ...

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... ones," he said. "Unfortunately, the retail advised channel has seen a substantial reduction in the number of financial advisers providing risk advice over the last five years. The number of lives insured across all channels has substantially reduced ...

LGT seals abrdn wealth business deal

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... approach. LGT's focus on high performance and sustainability appeals to high-net-worth private individuals, financial advisers and institutional clients in the UK and around the world," he said. The transaction's completion comes as abrdn is set to fall ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment committees, asset advisers, and investment managers all working to assist the clients work towards ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... Zealand Louise Watson said the retail AFSL is an "important milestone" for the asset manager in Australia. "Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... for the business and saw revenues of $3.03 million. In the process, Count says it doubled its market share of financial advisers, adding about 100 to its network - a 36% increase. It now has about 400 advisers. Overall, wealth revenues were up 17% to ...

Millions of Aussies investing in collectibles

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... expertise can leave certain investors open and vulnerable to dodgy deals. It's one of the main reasons financial advisers recommend only 5% of an individual's portfolio be allocated to collectible items. Purcell underscored the importance of ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ...