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Showing 731 - 740 of 4742 results for "Financial advisers"

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... distinct distribution channel, in addition to institutional clients. This is in addition to the demand from financial advisers for access to its global strategies. Natixis has built a distribution platform that can partner with not just the super funds ...

Experience pathway enshrined in legislation

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
The highly anticipated legislation that recognises veteran financial advisers as professionals and exempts them from undertaking further qualifications has passed both houses of parliament. The Labor government passed Treasury Laws Amendment (2023 Measures ...

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... sensible way." OpenInvest head of distribution Ravi Verma also highlighted the severe consequences of reduced financial advisers. "The dramatic loss of advisers across the industry in recent years and the work required to service a client under the traditional ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
Spark Financial has partnered with two fintechs in a bid to help its financial advisers drive client growth. Oko Adviser, a sustainability investing platform that uses advance analytics to source aligned solutions and avoid greenwashing among ETFs ...

CALI launches scholarship to boost female risk advisers

CASSANDRA BALDINI  |  THURSDAY, 7 SEP 2023
... advisers to ensure a strong pipeline of talent and leadership while also addressing the decreasing number of financial advisers in Australia," CALI chief executive Christine Cupitt said. Cupitt added CALI is passionate about finding ways to make life ...

Financial advice firms profits jumps: Research

CASSANDRA BALDINI  |  WEDNESDAY, 6 SEP 2023
New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ...

BlackRock to launch US Treasury Bond ETF

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
The iShares US Treasury Bond ETF (IUSG) will soon be available to local financial advisers and investors, offering exposure to some of the most liquid securities in the world. Priced at 15 basis points, which according to BlackRock is 25% cheaper than ...

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest duty obligations through low-cost and flexible solutions. "The Accelerate Series is ...

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... ones," he said. "Unfortunately, the retail advised channel has seen a substantial reduction in the number of financial advisers providing risk advice over the last five years. The number of lives insured across all channels has substantially reduced ...

LGT seals abrdn wealth business deal

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... approach. LGT's focus on high performance and sustainability appeals to high-net-worth private individuals, financial advisers and institutional clients in the UK and around the world," he said. The transaction's completion comes as abrdn is set to fall ...