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Showing 51 - 60 of 100+ results for "Adviser"

Hejaz expands with three new funds

KARREN VERGARA  |  MONDAY, 12 JUL 2021
Hejaz Financial Services is launching three funds with an ethical overlay to retail investors that invest in global equities, credit and property. As part of the $180 million fund manager's aggressive growth strategy, the funds will give Australian ...

Class launches SMSF auditor tool

ANNABELLE DICKSON  |  MONDAY, 12 JUL 2021
The SMSF technology platform has launched an online tool to assist accountants in finding suitable SMSF auditors for their clients. The tool will allow accountants to request quotes from different providers that connect directly to the Class product ...

Angus Benbow leaves finance for fitness

ELIZABETH MCARTHUR  |  MONDAY, 12 JUL 2021
Former Centrepoint Alliance chief executive Angus Benbow has taken up a leadership role with mixed-martial arts gym program Wimp2Warrior. Benbow announced he will be co-chief executive of Wimp2Warrior alongside its founder Nick Langton. "An exciting ...

Morningstar launches fee comparison tool

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... along with new views for easily analysing the composition of headline fees and costs. TCR measures will be embedded in the Adviser Research Centre, along with Morningstar's research reports and profiles.

Advice engagement jumps during COVID-19

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
... pandemic has raised awareness about the importance of financial advice and prompted more Australians to engage with their adviser. A study by ASX-listed firm ClearView shows that demand for financial advice is building - despite record numbers of advisers ...

FASEA scraps three-month rule

KARREN VERGARA  |  FRIDAY, 9 JUL 2021
The Financial Adviser Standards and Ethics Authority is introducing a relief that will allow financial advisers to sit the November examination regardless of their last sitting. FASEA is proposing to relax the three-month registration requirement in ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... critical to attracting new users and gaining their loyalty," Vincent said. Despite this, Investment Trends' latest Adviser Technology Needs Report by overall adviser satisfaction at 75% behind HUB24 and Netwealth.

WealthO2 launches top manager MDA

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... advisers are not required to have an MDA authority on their licence. "It's akin to a service equivalent SMA where the adviser is recommending the MDA service and the professional manager to their client, compared to the often higher cost equivalent ...

Netwealth FUA, inflows rise

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... $56 million from $32 million. Member accounts also grew 5.8% over the quarter to 97,319. Investment Trends' latest Adviser Technology Needs Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
The Financial Services Council (FSC) and 60 of its members have worked together to launch two products ahead of the design and distribution obligations (DDO) regime. The FSC and members from life insurance, funds management and superannuation have collaborated ...