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Showing 961 - 970 of 4658 results for "Financial Advisers"

Lifespan partners with OpenInvest to launch advice solution

ANDREW MCKEAN  |  FRIDAY, 3 JUN 2022
... rates than ever seen before. The KPMG report suggested that in the current stringent regulatory environment, financial advisers have rationalised their client books to focus on service offerings for wealthier clients. In light of such problems, Ardino ...

Stephen Jones confirmed as financial services minister

CASSANDRA BALDINI  |  WEDNESDAY, 1 JUN 2022
... also welcomed the new minister, flagging that Jones had previously said Labor would examine ways of giving financial advisers better access to client superannuation information from the MyGov ATO portal. "We appreciate this initiative, knowing that it ...

BT answers advisers' top tax time questions

ANDREW MCKEAN  |  WEDNESDAY, 1 JUN 2022
... contributions, the super guarantee and minimum pension drawdowns. BT Technical Services fields over 2000 queries from financial advisers every quarter, so in the lead up to the end of financial year, the wealth management company has decided to list ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... while other IDPS wrap investment schemes hold 8%. "SMAs are taking over from MDAs because they are easier for financial advisers to offer to their clients, requiring less complex regulation," Dunnin said. "Financial advisers are under huge cost and regulatory ...

Generation Life launches retirement income product

CASSANDRA BALDINI  |  WEDNESDAY, 25 MAY 2022
... administration platform, Composer. The solution, Generation Life LifeIncome, will be available exclusively through financial advisers and is an investment-linked lifetime annuity that pays an income for life. Amid the current cost-of-living crisis, Generation ...

Rate rise exposes adviser knowledge gap

CHLOE WALKER  |  WEDNESDAY, 25 MAY 2022
... grows, some are lamenting a possible knowledge and experience gap in the industry, with a considerable number of financial advisers having only ever known a low inflation environment. At its May meeting, the Reserve Bank of Australia increased the cash ...

intelliflo announces first head of sales in Australia

ANDREW MCKEAN  |  TUESDAY, 24 MAY 2022
... in the Australian financial advice sector will help us deliver leading digital capabilities for Australian financial advisers and their teams." "Our open architecture advice technology can help financial advisers grow their businesses and make it easier ...

AWOF unitholders to vote on trustee

JAMIE WILLIAMSON  |  MONDAY, 23 MAY 2022
... for AWOF has been ongoing for some time, with AMP enlisting an independent advisory committee, lawyers and financial advisers late last year for advice before ultimately retaining management. At the time, AMP said there would be an overhaul of the fund's ...

How AMP plans to bounce back

JAMIE WILLIAMSON  |  FRIDAY, 20 MAY 2022
... biggest opportunity in wealth management, saying AMP will work to expand its relationship with independent financial advisers to grow the platform. However, AMP's advice business has been running at a loss in recent years and is projected to do so ...

Record number of adviser graduates: Kaplan

ANDREW MCKEAN  |  THURSDAY, 19 MAY 2022
Kaplan Professional announced a record number of financial advisers have graduated from postgraduate financial planning qualifications in 2020 and 2021. Over 3000 advisers have graduated from Kaplan's postgraduate financial planning qualifications since ...