Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 61 - 70 of 11999 results for "Adviser"

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... the increase, IMAP chair Toby Potter said: "The platform providers' expansive use of SMAs as a vehicle to service the adviser/licensee market help drive FUM growth. MDAs are continuing to grow too helped by the tailoring, efficient implementation, and ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
Artificial intelligence (AI) is perhaps the most transformative technology since the advent of the internet, poised to herald an unprecedented digital economic revolution. To appear at the precipice of the movement, some are employing deceptive tactics ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
The latest ASX monthly activity report shows a trend of more delistings than new market entries, indicative of a shift towards private markets. The total ASX-listed companies dropped from 2289 in February last year to 2183 in February 2024, a near 1% ...

Unmet financial advice needs affect millions in Australia

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... financial advice is high, with over 80% of those without advice recognising its benefits. "Australians who engage with an adviser state they feel significantly more confident in their overall financial wellbeing (61% agree) - demonstrating the meaningful ...

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... mean thousands or tens of thousands more dollars in your super upon retirement." Vanguard Australia head of financial adviser services Rachel White, who spoke on Morningstar's International Women's Day event panel this week, said there are other ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
InvestSMART has launched a white label online investing platform and appointed Rask Invest as its first external investment manager. Under this partnership, Rask Invest's clients will now have their funds managed within three Rask investment portfolios ...

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... Investment Bank co-chief executive Aidan Allen for advice, but "has not made a formal approach to the company or its defence adviser Goldman Sachs". A prior article referenced stated that Iress chief executive Marcus Price "knew nothing of any potential ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... private debt market," Foresight Analytics said. The report emphasised two crucial aspects that should be considered by adviser groups who are interested in the asset class. The first aspect is fulfilling a duty of care regarding portfolio construction ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... Count group head of advice Andrew Kennedy said that Tailored Lifetime Solutions is a great fit for the group's growing adviser community. "David and the team at Tailored Lifetime Solutions bring experience, expertise and a great business culture to our ...