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Showing 651 - 660 of 4659 results for "financial advisers"

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 ...

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 ...