Search Results | Showing 51 - 60 of 210 results for "Independent Financial Adviser" |
| | | In launching its latest campaign to retain commissions, the industry body has accused the Financial Planning Association of Australia of taking money from the big banks in return for support. Writing to members, Association of Independently Owned Financial ... |
| | | | Morningstar has released a digital tool that will help advisers reclaim time lost on administrative tasks, so they can focus instead on engaging new clients and growing revenue. Morningstar's financial planning software AdviserLogic will now feature ... |
| | | | It's reunion time at Yarra Capital Management, as Challenger's general manager of national accounts, research and platforms joins the team to work with an old colleague. Yarra Capital Management has hired Rommel Hacopian as a distribution manager ... |
| | | | CMC Markets Head of Partners and Institutional APAC, Andrew Shade has commented on the benefits of financial advisers moving away from large financial institutions following the Royal Commissions. He highlighted three key benefits that are driving the ... |
| | | | ... "The reason why AdviserLogic specifically is that one, they have built a strong presence in the independent financial adviser market. And two, the way their software stack is built is very modern with [well developed] adviser workflow and user interface," ... |
| | | | The first quarterly results under Xplore Wealth's new chief executive Michael Wright are out and he has hinted at an expansion plan for all of the firm's businesses, including adding more sub-plans to its superannuation offering. Xplore's ... |
| | | | Founder and chief executive of Envestnet Jud Bergman has been tragically killed in a car accident alongside his wife, Hanover Hill Wealth Advisors founder Mary Miller. A former managing director of mutual funds at Nuveen Investments, Bergman founded ... |
| | | | Challenger subsidiary Fidante has lost $3.9 billion in funds under management at the expense of superannuation funds increasingly internalising their investment strategies. In releasing its June financial year results this morning, Challenger flagged ... |
| | | | The United Financial Advisers Association has re-emerged to grow its membership to 2500 advocating for several reforms in the advice sector. Formerly known as the Life Insurance Customer Group, UFAA recently rebranded and decided to cease lobbying for ... |
| | | | Nikko Asset Management is welcoming a new business development manager for NSW/ACT/QLD. Damien Casey has been appointed to bolster the sales efforts of Nikko AM in NSW, ACT and Queensland, joining from Lonsec. Reporting to Nikko AM's head of wholesale ... |
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