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Showing 61 - 70 of 185 results for "IFA"

Colonial First State upgrades managed accounts offering

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... portfolios more efficiently. "Our new managed accounts capability ensures that CFS will answer a range of broad needs across the IFA network," Chun said. Chun told Financial Standard recently that CFS doesn't view managed accounts as a product solution. ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

Russell Investments and Netwealth strike platform deal

JAMIE WILLIAMSON  |  THURSDAY, 9 MAR 2017
... Netwealth joint managing director Matt Heine described it as a compelling offer for the Australian independent financial adviser (IFA) market. "The new platform combines Netwealth's market leading technology with Russell Investments award winning multi-asset ...

Implemented Portfolios launches bespoke IMA offering

JAMIE WILLIAMSON  |  TUESDAY, 7 MAR 2017
... that charging high fees "at the big brand wire house wasn't sprinkling gold dust on their portfolios after all," with the IFA and ETF markets in the US surging as consumers seek greater value, and progressive advisers want to deliver solutions tailored ...

Zurich grows life risk distribution team

EMMA RAPAPORT  |  THURSDAY, 16 FEB 2017
... new distribution relationships. "This investment in the size of our team allows us to fully support our growing network of IFA and bank-aligned partners. It comes at a point in time when it's critical that we as an industry educate as many Australians ...

Asset managers must consider multi-asset

KERRIE SYDEE  |  FRIDAY, 2 DEC 2016
... multi-asset funds, or selling into investment firms that do so. The second is selling to DFMs and as a result indirectly gaining IFA business. Cerulli highlighted that a number of advisers and clients are also increasing using passive investment options ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

RARE appoints new state manager

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... relationships across boutique practices and key dealer groups. Most recently, Ahboo was a BDM for CommSec working exclusively with the IFA market and has also previously held senior roles with MLC and NAB Group. His background is diverse, covering listed ...

Franklin Templeton reveals new operating structure

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... the formation of three dedicated groups to focus on and service the institutional, financial institutions and family office/IFA client segments. As a result Franklin Templeton has made three internal appointments to lead these roles. Charles Levinge ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... AMP. Netwealth has also recently exceeded $10 billion in FUM, attributed to strong inflows and continued growth across the IFA, private client and wealth management sectors.