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Showing 921 - 930 of 4658 results for "Financial Advisers"

Practifi launches deal management app

ANDREW MCKEAN  |  TUESDAY, 16 AUG 2022
... unified platform, Practifi said that from deal prospecting and pipeline management to onboarding new firms or financial advisers, the app provides end-to-end transition management experience. Reregistered investment advisers, investment banking divisions ...

Competition for adviser relationships fierce: Report

ANDREW MCKEAN  |  MONDAY, 15 AUG 2022
... reliability by advisers now more than ever." Upon further investigation of the evolving technology needs of financial advisers, it was found that industry-wide, overall adviser satisfaction with platforms has fallen 67%, down from 72% in 2021 with advisers ...

Vote now in 2022 FS Power50

CASSANDRA BALDINI  |  MONDAY, 15 AUG 2022
Voting is now open for the FS Power50, recognising the most influential financial advisers in Australia in 2022. In the making of this list, Financial Standard defines 'influential' as individuals who have been, or continue to be, instrumental ...

AMP to return $1.1bn to shareholders

JAMIE WILLIAMSON  |  THURSDAY, 11 AUG 2022
... $3.6 billion to $1.9 billion year on year. Cashflows included a 49% increase in net inflows from independent financial advisers on the North platform, increasing from $510 million to $758 million. AMP expects this to increase further as it works to bring ...

Advice firms to spend $70k more on technology: Report

JAMIE WILLIAMSON  |  WEDNESDAY, 10 AUG 2022
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing ...

Review of ASIC funding model begins

ANDREW MCKEAN  |  TUESDAY, 9 AUG 2022
... industry sectors. These changes resulted in increased cost pressures within certain sub-sectors, including financial advisers being lumped with footing the bill for the misconduct of a select few institutions. The newly released scope of review outlines ...

Activus SMAs now available to more advisers

JAMIE WILLIAMSON  |  FRIDAY, 5 AUG 2022
... and founder Robert Talevski. Talevski said the launch on Macquarie Wrap is in response to growing demand from financial advisers for access. While the Activ-ator Balanced Portfolio returned -5.50% for the year to June 30, over three years it's seen a ...

Advisers receive guidance on rights under FSCP

JAMIE WILLIAMSON  |  THURSDAY, 4 AUG 2022
... the function of the Financial Services and Credit Panel, outlining the actions it may take and the rights of financial advisers who are subject to a hearing or disciplinary measure. In December, ASIC outlined the operations of the FSCP and what powers ...

Holon, Gemini launch retail crypto funds

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... retail Bitcoin (BTC), Ethereum (ETH) and Filecoin (FIL) funds. The launch will provide local investors and financial advisers with regulated access to the burgeoning blockchain and cryptocurrency worlds. A company issued statement called the fees the ...

Increased scale drives Diverger results

CASSANDRA BALDINI  |  THURSDAY, 28 JUL 2022
... explore other service expansion opportunities. It also now has a network of 155 advice firms comprising 223 financial advisers and 214 limited advisers. It also works with 1346 accounting firms. Diverger's preliminary, unaudited results for the full ...