Search Results | Showing 7491 - 7500 of 9822 results for "Advisers" |
| | | ... reshaped with new investment options and the cutting of fees, a move the wealth manager said will benefit clients and advisers. The MasterKey Fundamentals platform, which has been in operation since 2006, will have new investment options from November ... |
| | | | ... competitors on technology and service. "They'll also need to focus on cost, product and technology-based innovation, to free up advisers to spend more time servicing and building client relationships." On October 25, Financial Standard reported other ... |
| | | | ... platform, XPLAN, as the best suited to meet its short and longer term strategic objectives for the 12,000 direct and indirect advisers it services across the UK. The UK division has been initiated with a local management team comprising the directors ... |
| | | | ... outpaced the regulators with a new research paper detailing the current state of this market and the required actions from advisers, dealer groups and investment managers to successfully navigate social media. In Advent Software's white paper, Social ... |
| | | | ... market share, insurance providers with lower overall satisfaction ratings from their users lose a higher proportion of advisers to other providers," said Peker. On the insurer front, Macquarie Life came out on top with the highest overall planner satisfaction ... |
| | | | A new risk management service is being trialled with advisers that provides risk assessments for direct share and ETF portfolios, according to investment house and service developer, Instreet Investment. The portfolio stress test and risk management ... |
| | | | Macquarie Private Wealth has added 19 new advisers across six of its state offices in the past six months as the group builds out its national team. Six advisers have joined the Brisbane team each with different area of focus for the group including ... |
| | | | ... and will be looking towards," said James. Aberdeen also recently released a free three-part educational resource for advisers to provide clients with a sound basic knowledge of fixed income in an effort to increase client financial literacy. |
| | | | ... sale would allow it to focus on growing Paragem Wholesale AFSL (PWA), "at a time when regulatory change is driving many advisers into bank owned networks despite consumer demand for independent advice". Netwealth meanwhile, was looking to expand further ... |
| | | | Financial advisers using Macquarie Adviser Services will now be able to gain secure access to clients' accounts on the move, with the launch of a new mobile version of the Macquarie Access online portal. Macquarie Access Mobile will also enable advisers ... |
|