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Showing 711 - 720 of 4657 results for "FINANCIAL ADVISERS"

Australian Retirement Trust makes three leadership appointments

JAMIE WILLIAMSON  |  THURSDAY, 8 JUN 2023
... with the fund, previously Sunsuper, for eight years, and also previously held roles with the Association of Financial Advisers, ING Australia and Bankers Trust. Finally, Anne Fuchs has been named executive general manager of advice, guidance and education. ...

Advice regtech acquires TIQK assets

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Regtech provider for financial advisers Fourth Line has acquired the intellectual property of defunct startup TIQK. The assets include artificial intelligence and natural language processing technology. Fourth Line chief executive Joel Ronchi said that ...

SMSFs continue to fly solo

KARREN VERGARA  |  WEDNESDAY, 7 JUN 2023
Self-managed super fund trustees continue to shun the services of financial advisers despite the fact many concede they need expertise on regulation changes and investments. This is according to the latest Vanguard and Investment Trends 2023 SMSF Report ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
Inflation is a looming threat to retirement incomes, so it's no surprise financial advisers are rotating toward more dynamic strategies. According to a report penned by Challenger and Ensombl, inflation is fast becoming the number one threat to ...

Generation Life rolls out product enhancements

ANDREW MCKEAN  |  WEDNESDAY, 7 JUN 2023
Generation Life has unveiled the next generation of its LifeIncome offering, introducing a new tool for financial advisers. LifeIncome was launched last year on the GBST cloud-based wealth administration platform, Composer. Responding to feedback from ...

ASIC bans former Madison adviser

CASSANDRA BALDINI  |  TUESDAY, 6 JUN 2023
... interests, and accepted conflicted remuneration. Vick's banning is recorded on ASIC's publicly available Financial Advisers Register and the Banned and Disqualified register.

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
A Mason Stevens whitepaper says that financial advisers are increasingly embracing outsourcing of their investment capability. Mason Stevens said the main economics of outsourcing are the time freed up for the adviser to nurture client relationships ...

Adviser registration extended to October

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
Advisers now have until October 1 to register on ASIC's Financial Advisers Register, as the regulator extends the deadline. ASIC has pushed pack the slated July 1 registration deadline for several reasons. This will allow time for parliament to ...

Hejaz backs local Islamic bank

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... products: the Hejaz Equities Fund (ISLM) and Hejaz Property Fund (HJZP). The group recently launched Hejaz Financial Advisers to support financial advisers with a Muslim client base and those in highly populated Muslim areas.

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially all financial advisers' clients at once. The feature will save advisers ...