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Showing 71 - 80 of 199 results for "IFA"

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... support for products outside the aligned dealer groups and there's further scope to leverage independent financial adviser (IFA) relationships. ClearView's life insurance business recorded an underlying net profit after tax of $24.9 million, up 2%. This ...

MDA provider builds custom solution

JAMIE WILLIAMSON  |  WEDNESDAY, 19 JUL 2017
... businesses. In a statement, Nejasmic said: "We are pleased to partner with The Wealth Partnership as a dynamic and progressive IFA committed to providing fuller and more transparent client services through smarter, scalable structures." Financial advisers ...

Netwealth celebrates managed accounts surge

JAMIE WILLIAMSON  |  WEDNESDAY, 28 JUN 2017
... businesses. "We continue to see the industry undergo a number of major structural changes including strong and steady growth of the IFA market and a renewed focus by advisers who understand the need to "future proof" their business - Netwealth is well ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
ASIC has stated its position on the use of restricted terms relating to the independence of financial advisers. Following external legal advice, ASIC has clarified that phrases such as 'independently owned', 'non-aligned' and 'non-institutionally owned' ...

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 ...