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Showing 671 - 680 of 9807 results for "advisers"

Platforms placate fee consent ordeal: SuitabilityHub

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Platforms have vastly improved their bulk processing capabilities, particularly as financial advisers come to dread the new fee consent renewal process, SuitabilityHub managing director Recep Peker says. This is one of the main findings in SuitabilityHub's ...

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
... under advice was 6% higher year on year at $5 billion from $4.7 billion. Fiducian has a total of 78 aligned financial advisers. "We continue with the exercise of contacting non-fee-paying clients which are included in the FUA to disengage completely ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
... a great opportunity to strengthen our ongoing partnership with the Iress team and enhance the service offering to our advisers." "We congratulate Adam on his new role, and we are fully supportive of him joining Iress."

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... Centaur has appointed former GPS Wealth head Tara Ross as chief operations officer. GPS Wealth, an AFSL with around 120 advisers and a niche for helping those that are growth-focused, had Ross the licence for the last few years. But with nearly 17 years' ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy report highlights ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
Financial advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... fostered over the last two decades. "It is great to welcome Nathan to GCQ as we have a shared ethos around working with advisers to educate them on the details of the GCQ strategy and portfolio." Boroughs added that he got to know his new boss a few ...

Janus Henderson turns $5.2bn fixed interest fund into active ETF

MATTHEW WAI  |  THURSDAY, 13 FEB 2025
... - to capture renewed opportunities in the asset class," Gaden said. "In an increasingly dynamic market, investors and advisers are strengthening their core portfolios and turning to actively managed fixed income solutions for diversification and income ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
... take enforcement or other regulatory action against misconduct," ASIC said. Meantime, ASIC addressed concerns over how advisers and licensees are prepared for the use of artificial intelligence. ASIC's recent report into the use of AI noted a rapid acceleration ...

Lifespan Financial Planning names head of research

MATTHEW WAI  |  WEDNESDAY, 12 FEB 2025
... expertise in investment analysis and portfolio management. His role involves expanding the company's offering to advisers and their clients, and as part of the Lifespan Investment Committee, he will also help to shape the firm's future investment ...