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Showing 761 - 770 of 4658 results for "FINANCIAL ADVISERS"

Kapstream wins new mandate

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial advisers. Ludovic Theau is due to join the ASX-listed firm in April as chief investment officer, hailing from the Clean Energy Finance ...

Saxo launches managed portfolios

KARREN VERGARA  |  TUESDAY, 28 MAR 2023
... professional management. In addition to self-directed investors and SMSFs, Prasad said SaxoSelect is ideal for financial advisers as options to add to their stable of solutions. "We wanted to bring the portfolios to the Australian market because of their ...

Managed accounts achieve record inflows: IMAP

CHLOE WALKER  |  TUESDAY, 28 MAR 2023
... "Inflows of over $10 billionn in the past six months demonstrate that managed accounts are a core service for financial advisers to assist their clients target their goals and the market volatility of the past six months has demonstrated this," he said. ...

February exam records 67% pass rate

KARREN VERGARA  |  MONDAY, 27 MAR 2023
More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ...

FYG Planners partners with Asendium

KARREN VERGARA  |  FRIDAY, 24 MAR 2023
... group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement ...

Advice industry must change as population ages: Expert

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... important to stress here is because longevity is about time, if you have a three-stage life in your mind, you (financial advisers) tend to just keep saying to people save more, save more, save more." However, Scott explained, this way of engaging and ...

MSC Trustees names Singapore chief

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2023
... wealth management industry, having worked with the likes of Citibank, Standard Chartered Bank, and Manulife Financial Advisers. "An experienced financial services adviser, Matthew Tan brings a detailed focus on operating components as well as a client ...

DASH lands venture capital investment

ANDREW MCKEAN  |  WEDNESDAY, 22 MAR 2023
... aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial advisers and licensees, aiming to streamline advice processes and implementation workflows. DASH chief executive Andrew Whelan outlined ...

AFA, FPA unveil joint roadshow theme

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be ...

Australian Retirement Trust lines up another merger

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2023
... just one aspect of our growth channels, which also include pursuing growth through member direct and retail financial advisers," ART chief executive Bernard Reilly said. "It's important to acknowledge though that our focus isn't on growth for growth's ...