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Showing 851 - 860 of 4742 results for "Financial advisers"

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 ...

NZ advisers begin new licensing regime

KARREN VERGARA  |  FRIDAY, 17 MAR 2023
Financial advisers in New Zealand are now operating under a new licensing regime that is regulated by the markets watchdog. From March 17, all financial advice providers (FAPs) must hold or operate under a full licence from the Financial Markets Authority ...

NEOS named Life Company of the Year

CHLOE WALKER  |  FRIDAY, 17 MAR 2023
NEOS Life has taken home the top prize at the Association of Financial Advisers' Life Company of the Year awards, with TAL and MetLife named runners up. The win for NEOS Life marks the first time in five years that the top gong hasn't gone to TAL. Alongside ...

Advice group chief fakes exam result, banned

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2023
... "ASIC identified Mr Karamian's conduct through a proactive review of individuals who were listed as current financial advisers on the FAR despite not having passed the FA Exam by 1 January 2022 (or 1 October 2022 where the financial adviser qualified ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
... to better understand risk tolerance and suitability. Oxford Risk said it believes many wealth managers and financial advisers need better systems and tools to support clients,particularly in light of recent events such as the financial impact of Covid ...

Morningstar launches managed accounts portfolios

KARREN VERGARA  |  MONDAY, 13 MAR 2023
Morningstar has launched six managed accounts products that aim to help financial advisers achieve their clients' investment objectives. The Medalist Core Portfolios use both active and passive investment strategies across managed funds and exchange-traded ...

TAL offloads dealer group to CountPlus

KARREN VERGARA  |  FRIDAY, 10 MAR 2023
... acquire 75 financial advice practices that once belonged to TAL. CountPlus will pay $3.373 million for Affinia Financial Advisers and have about 400 advisers and $16.8 billion in funds under advice once the deal completes. CountPlus currently has 280 ...