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Showing 81 - 90 of 100+ results for "Adviser"

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule. In the Updated amendments to the design and distribution obligations document released by Treasury, advisers will no longer be required ...

GSFM bolsters team

ANNABELLE DICKSON  |  THURSDAY, 16 SEP 2021
... Challenger in a similar role and prior to that worked in the United States at John Hancock Financial Service and as a financial adviser at Commonwealth Financial Group. GSFM chief executive Damien McIntyre said Nissenbaum's sales experience and financial ...

Advisers embrace technology, lack budget

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... to online, but if we look to the disrupters for inspiration, replication may not be enough. Digitisation of the client/adviser relationship will need to consider new channels, like client portals and online self-service tools," the report said. Advice ...

Mason Stevens grows distribution team

KARREN VERGARA  |  WEDNESDAY, 15 SEP 2021
... newly created role. Vong spent over 13 years at Macquarie, starting out as a client account manager before becoming an adviser assistant and associate manager, and senior relationship manager. He spent the last three years at Macquarie as business development ...

Australia ranked seventh for retirement wellbeing

ELIZABETH MCARTHUR  |  WEDNESDAY, 15 SEP 2021
... with their retirement," Natixis country head Louise Watson said. "Working with their superannuation fund and a financial adviser who can tailor an investment portfolio to their needs and goals can highlight strategies investors may not have considere ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
The take up of managed accounts continues to grow with the industry growing $15.8 billion in the last six months to $111 billion, new research shows. The Institute of Managed Account Professionals (IMAP) and Milliman's latest Managed Accounts FUM Census ...

Swell AM launches retail trust

ELIZABETH MCARTHUR  |  TUESDAY, 14 SEP 2021
Swell Asset Management, a high conviction global equities boutique, has launched a retail trust. The Swell Global Fund replicates the group's existing absolute return strategy, which recently surpassed $100 million in funds under management. In the ...

Whitehelm Capital sells to German manager

KANIKA SOOD  |  TUESDAY, 14 SEP 2021
Infrastructure boutique Whitehelm Capital has been acquired by PATRIZIA, with Challenger's Fidante set to get $50 million for its 30% stake in Whitehelm. PATRIZIA has entered a share purchase plan to acquire the entire issued share capital of Whitehelm. ...

InvestSMART launches installment investment product

KANIKA SOOD  |  MONDAY, 13 SEP 2021
The robo-adviser's new investment product allows lower-balance investors to invest $10,000 now in ETF portfolios with a $4000 initial investment, with the rest split into monthly installments. InvestSMART's fundlater loans the investor the remaining ...

Adviser ETF take-up continues

KARREN VERGARA  |  MONDAY, 13 SEP 2021
... one third invest via their self-managed superannuation fund. Most of these retail investors (71%) do not use a financial adviser as they do not see value in it (43%), in addition to costs (21%) posing a barrier. "As knowledge of ETFs grows, and their ...