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Showing 741 - 750 of 4742 results for "Financial advisers"

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment committees, asset advisers, and investment managers all working to assist the clients work towards ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... Zealand Louise Watson said the retail AFSL is an "important milestone" for the asset manager in Australia. "Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians ...

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... for the business and saw revenues of $3.03 million. In the process, Count says it doubled its market share of financial advisers, adding about 100 to its network - a 36% increase. It now has about 400 advisers. Overall, wealth revenues were up 17% to ...

Millions of Aussies investing in collectibles

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... expertise can leave certain investors open and vulnerable to dodgy deals. It's one of the main reasons financial advisers recommend only 5% of an individual's portfolio be allocated to collectible items. Purcell underscored the importance of ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces ...

Platform comparison fintech launches

KARREN VERGARA  |  TUESDAY, 22 AUG 2023
SuitabilityHub, a new fintech that allows financial advisers to compare platform providers' features and takes the focus off fees, has launched to financial advisers. SuitabilityHub is a one-stop shop that drills down on platform providers' ...

Financial Standard kicks off Power50 voting

JAMIE WILLIAMSON  |  MONDAY, 21 AUG 2023
Voting is now open for the 2023 FS Power50, recognising the most influential financial advisers in Australia. This year, Financial Standard received more than 200 nominations for the FS Power50, with 116 progressing to the voting stage. "The FS Power ...

Watershed Funds Management appoints head of distribution

CASSANDRA BALDINI  |  MONDAY, 21 AUG 2023
... Management has welcomed Lydia Pearson as its head of distribution, responsible for leading its engagement with financial advisers and licensees. In the newly created role, Pearson reports to Watershed's managing director Adam Rowley. Effective immediately ...

Madison FG, Godfrey Pembroke's PDG combine services

KARREN VERGARA  |  THURSDAY, 17 AUG 2023
... Service Co, which will provide licensee services to the two parties. Service Co will be majority owned by the financial advisers. Together, they will have some $8 billion in funds under management and over 130 advisers. Madison had 73 authorised representatives ...