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Showing 51 - 60 of 76 results for "Advice groups"

MySuper competition heats up: Rainmaker

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
... September quarter MySuper report shows MySuper products operated by retail groups like banks, insurance companies and advice groups account for one tenth of the MySuper segment but grew about five-times faster than MySuper products operated by not-for-profit ...

Managed accounts to disrupt fund businesses to the tune of $60bn

MICHELLE BALTAZAR  |  THURSDAY, 25 AUG 2016
... billion by 2020, heavily disrupting traditional asset manager business models and driving the growth of financial advice groups, according to Morgan Stanley Research. In an extensive 75-page broker research on managed accounts, Morgan Stanley singled ...

Efficiency key to performance in low-return world

ALEX BURKE  |  FRIDAY, 19 AUG 2016
... 2016 report includes research based on a survey of 115 asset managers and owners, superannuation funds, financial advice groups, banks, wealth managers, corporate funds, insurers and one sovereign wealth fund. The respondents said that their two greatest ...

ANZ partners with Mercer for retiree portfolios

ALEX BURKE  |  THURSDAY, 18 AUG 2016
... fixed income, real assets, inflation protection and hedge funds. "Retirees are a growing and vital segment for our advice groups that currently make up more than 40% of the overall client base," ANZ Wealth Australia general manager aligned licensees ...

Younger clients best-served by robo-advice

ALEX BURKE  |  THURSDAY, 14 JAN 2016
... afford to talk to," according to Ignition Wealth chief executive Mark Fordree. Fortree said that he knew of many advice groups who "saw two to three people a day come in with under $300,000 to invest, and the adviser has to say, 'Sorry, I can't help ...

Managed Accounts challenge to retail wealth groups

ALEX DUNNIN  |  WEDNESDAY, 30 SEP 2015
... houses including regular investment managers, researchers, brokers, managed account platform promoters and also advice groups. While the managed account sector is being used by many of these newer groups to reconfigure themselves as investment managers ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... reforms." He added that cultural incompatibilities and brand damage due to recent advice scandals was also pushing advice groups to move. "When you have a look at the dealer heads or senior management, there have been significant movements once they're ...

mFund doubles size in 6 months

LAURA MILLAN  |  THURSDAY, 2 JUL 2015
... about building connections with brokers," Irvine said. "Since February this year we have started with sales calls to advice groups and accountants, as well as working on knowledge and education for retail investors." The most popular asset class in mFund ...

CBA rolls out IRESS systems to all advice groups

LAURA MILLAN  |  WEDNESDAY, 11 MAR 2015
Commonwealth Bank (CBA) has extended the use of its IRESS technology solutions to all of its financial planning groups. IRESS was already deployed within CBA-owned Count Financial and the Commonwealth Bank's Business and Private Bank. The new agreement ...

Managed accounts boost advice business valuations

ALEX DUNNIN  |  WEDNESDAY, 21 JAN 2015
... their regulatory structure, how the segments interact, how financial advisers are reacting to them and how some advice groups are using the flexibility of managed accounts to develop their own investment management services capability. Reflecting these ...