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Showing 671 - 680 of 4655 results for "Financial Advisers"

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... digital adviser workflows, advanced data analytics, an integrated app store, and analysis tools for licensees, financial advisers, and super members. CFS chief distribution officer Bryce Quirk told Financial Standard that CFS Edge was uniquely co-developed ...

IML launches Aussie shares fund as active ETF

CASSANDRA BALDINI  |  TUESDAY, 1 AUG 2023
... Concentrated Australian Share Fund (Quoted Managed Fund) is now available on the ASX as an active ETF, catering to financial advisers and retail investors. The fund manager explained its Quoted Managed Fund represents a distinct class of units within ...

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
... Rob Coyte, the privately owned licensee, based in New South Wales' Lake Macquarie, is home to about 45 financial advisers and has been operating since 2012. It added a compliance manager in January of this year, followed by a risk and compliance ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
... Advice Services business, where it will introduce a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. This business will represent about $21 billion of Insignia's $24 billion in advice funds under management ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
... regulators keeping a keen eye on their efforts. But while major institutions might be well resourced to respond, financial advisers are falling behind. In recent months, several major institutions have fallen victim to cyber breaches, most notably NGS ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
... is tailored to financial institutions using Salesforce, Advice Intelligence is targeted toward independent financial advisers, dealer groups, and UK adviser networks. "These two powerful solutions enhance our overall footprint, capabilities, and offerings ...

Advisers service 120 clients on average

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
The decreasing pool of financial advisers saw the average number of advised clients rise by 6% to 120 from 113 one year ago, according to Investment Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 ...

Less than two weeks to nominate: Power50

STAFF WRITER  |  THURSDAY, 20 JUL 2023
... influential financial adviser in Australia for Financial Standard 's annual Power50 list. Thus far, almost 118 financial advisers from all types of specialisations have been nominated. Now in its 10th year, the FS Power50 aims to shine a light on those ...

InvestSense welcomes distribution lead

CHLOE WALKER  |  WEDNESDAY, 19 JUL 2023
... across the industry. This is backed by SPDR ETFS/Investment Trends latest data, which found more than one in two financial advisers are using managed accounts in their client portfolios. "Financial advisers are increasingly seeking investment solutions ...

Advisers' experience stands at 14.5 years

KARREN VERGARA  |  WEDNESDAY, 19 JUL 2023
Financial advisers have 14.5 years of professional advice experience on a median basis, but very few have more than 20, a Rainmaker analysis shows. Rainmaker's June 2023 Financial adviser report based on ASIC's Financial Adviser Register found that ...