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Showing 81 - 90 of 116 results for "Financial professionals"

Planners vital to closing super gap: Research

JAMIE WILLIAMSON | MONDAY, 12 FEB 2018

... fewer women having super and those that do having a lower average balance than men, there is a risk that financial professionals may miss this important segment, he added.

Acorns Australia restructures after $150m milestone

ALEX BURKE | WEDNESDAY, 31 JAN 2018

... multiple milestones: first, it entered into a partnership with the Association of Independently Owned Financial Professionals to create a new Acorns-like app for superannuation contributions, giving Acorns the potential to address one of the biggest ...

Former Centra Wealth adviser banned

JAMIE WILLIAMSON | MONDAY, 8 JAN 2018

... representative of Charter Financial Planning. He is also a member of the Association of Independently Owned Financial Professionals. With the ban effective from 22 December 2017, Alafaci has the right to appeal the decision in the Administrative Appeals ...

Trusted advice solves investor confusion: Research

EMMA RAPAPORT | WEDNESDAY, 27 SEP 2017

... compared with 62% globally," Haran said. "We as an industry have a role to play. Asset managers and other financial professionals need to help individuals understand the benefits of diversification, the pros and cons of index funds and how to use alternatives ...

VanEck Australia makes first billion

JAMIE WILLIAMSON | MONDAY, 25 SEP 2017

... for a quarter of this market," he said. VanEck's second annual smart beta survey recently found 99% of financial professionals using smart beta are 'moderately, very or extremely satisfied'. At least 50% of Australian financial professionals are now ...

Advice group inks deal with $7bn super fund

ALEX BURKE | FRIDAY, 21 JUL 2017

... qualified advice referrals for members in mainland Australia via the Association of Independently Owned Financial Professionals (AIOFP). AIOFP manager member services Ray Bailey said the deal "provides significant opportunities for AIOFP members, and ...

Workers' retirement angst growing

KARREN VERGARA | MONDAY, 20 MAR 2017

... only one in three currently feel they would be able to achieve this. Two out of three said they'd use financial professionals such as financial planners or go directly to their super fund to help them reach their retirement goals. Retirees who used a ...

Stockspot preps new tool for partners

JAMIE WILLIAMSON | FRIDAY, 26 AUG 2016

... advisers, accountants and other professionals to be launched later this year. The tool will enable selected financial professionals to team up with the automated investment adviser to manage client's portfolios including all advice, investing, compliance ...

Vast majority of advisers turning to smart beta: VanEck

ALEX BURKE | TUESDAY, 9 AUG 2016

... beta strategies in the future, according to VanEck research. The research was based on a survey of 120 financial professionals and brokers working in an advisory capacity in Australia, with the majority of respondents working for independent financial ...

Morningstar research director returns from Chicago

MARK SMITH | FRIDAY, 5 AUG 2016

... its manager research team at this time. "We remain committed to providing investors, advisers, and other financial professionals with independent, timely research on Australian and New Zealand managed funds, exchange-traded funds, and listed investment ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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