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Showing 861 - 870 of 5656 results for "Financial Adviser"

Trust trumps product advice: Research

ANDREW MCKEAN  |  THURSDAY, 3 AUG 2023
... trust has the greatest impact on overall trust in an adviser. It accounts for 54% of the trust people place in a financial adviser. Trust was found to increase with age, wealth, tenure, and financial literacy. Australian Retirement Trust said this may ...

HUB24 unveils new data feeds

CHLOE WALKER  |  WEDNESDAY, 2 AUG 2023
HUB24 added new data feeds and automation capabilities, enabling financial advisers to report on clients' other investments including cash accounts and term deposits, listed securities, managed funds, direct property, and other assets. HUB24 chief product ...

Iress adds new operations, customer service leaders

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2023
... business development, client solutions, and product support. Willmer joined Iress in 2015, leading the independent financial adviser client account management team, before becoming head of commercial office and head of transformation office. Before Iress ...

New CFS platform at the cutting Edge: Quirk

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
After several months' delay, Colonial First State's much-anticipated Edge platform has launched, with CFS distribution lead Bryce Quirk saying it's expected the new offering will fare as well as FirstChoice. Developed in collaboration with FNZ, CFS ...

IML launches Aussie shares fund as active ETF

CASSANDRA BALDINI  |  TUESDAY, 1 AUG 2023
... but also the way they invest," he said. "We are offering the concentrated fund as an active ETF to suit our financial adviser clients that like to invest this way, as well as retail investors who manage their own portfolios."

Advice from Shartru failed best interests duty, ASIC says

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2023
ASIC has imposed additional licence conditions on dealer group Shartru Wealth Management, saying representatives have not been adequately supervised, leading to some financial advice provided failing the best interests duty. The additional conditions ...

Insignia Financial plans advice business transformation

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2023
The wealth group will consolidate its self-employed licensees under one brand, to be owned by the advisers via a new equity model. It has also confirmed it will divest most of its holding in Godfrey Pembroke and is looking to sell Millennium3. Insignia ...

Industry grapples with looming cyber threats

CHLOE WALKER  |  THURSDAY, 27 JUL 2023
With the threat of cyber-attacks growing by the day, leadership teams in all areas of financial services are being urged to ramp up cybersecurity protections, with the regulators keeping a keen eye on their efforts. But while major institutions might ...

GBST snaps up Advice Intelligence

ANDREW MCKEAN  |  TUESDAY, 25 JUL 2023
GBST, a cloud-based SaaS wealth management provider, has acquired Advice Intelligence, the financial planning software provider that entered voluntary administration in May. GBST chief executive Robert DeDominicis said: "The acquisition positions GBST ...

New Vanguard regional ETF capital markets lead

KARREN VERGARA  |  TUESDAY, 25 JUL 2023
... up another role within the firm. Adam DeSanctis, who most recently had a stint in personalised indexing for financial adviser services, has relocated to Melbourne to assume the role of head of ETF capital markets for the Asia Pacific region. DeSanctis ...