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Showing 761 - 770 of 9807 results for "advisers"

Newmark Capital elevates distribution capabilities

MATTHEW WAI  |  FRIDAY, 22 NOV 2024
... will work with Newmark's senior management team and the head of distribution George Deligiannis to engage with financial advisers, dealer groups, private wealth firms, family offices, chief investment officers, endowment funds and wholesale investors. ...

Top advisers champions in two key areas: Iress

MATTHEW WAI  |  THURSDAY, 21 NOV 2024
New research by Iress reveals the aspects top advisers typically excel in and highlights processes that are "ripe for industry-wide improvement" to drive efficiencies. The Advisely Index Report revealed top Australian advice practices serve 40% more ...

AZ NGA acquires Sydney advice firm

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... client adviser Duncan Derrington, specialises in wealth management, retirement planning and risk advice, and has four advisers, eight support staff and around 600 clients. AZ NGA said alongside Heyer, StrategyOne has an impressive pedigree of founders ...

Admin and compliance taking up 56% of advice practice costs

ELIZA BAVIN  |  MONDAY, 18 NOV 2024
... and solutions described in existing literature and provider offerings, compared to the operational realities faced by advisers, driven by fundamental data issues. This contrast has led to a misalignment between proposed technology solutions and the needs ...

Morningstar names director, manager research

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... "Working with Morningstar's regional and wider global manager research teams, Eva will continue to support investors, advisers and superannuation funds in providing them with independent research and investment insights," Olsen said. "We are very excited ...

Advice take up falls amid decade-low retirement confidence

MATTHEW WAI  |  FRIDAY, 15 NOV 2024
... service has re-orientated or shifted in the past few years due to all of the regulatory and compliance [changes] that advisers have to face," Guiamatsia added. "What we are seeing here is the divergence between the demand, which is increasing, and the ...

ASIC escalates super fund enforcement in 2025

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
... interest in that area". Next year, ASIC will home in on high-risk property schemes. This means ASIC will target financial advisers, lead generators, cold callers, and conflicted directors of highly speculative property schemes. "The investment is often ...

Colonial First State offers aged care solution

ELIZA BAVIN  |  THURSDAY, 14 NOV 2024
... service includes access to a personal aged care planner that enables family members, healthcare professionals and financial advisers to collaborate online to put suitable care arrangements in place, CFS said. "At CFS we want to support our members throughout ...

Fair Work ruling, ASIC put offshoring arrangements on notice

KARREN VERGARA  |  THURSDAY, 14 NOV 2024
... financial services. In its 2024-25 Corporate Plan, ASIC wrote that it will "review how investment managers and financial advisers manage the risks of using offshore service providers." "In particular, we will look at how they manage risks related to ...

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... service different client segments from a single platform. CFS executive director of managed accounts Frances Taylor said advisers and their clients can benefit from true diversification by spreading risk across different countries, sectors, and asset ...