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Showing 81 - 90 of 202 results for "IFA"

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 ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

Franklin Templeton reveals new operating structure

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... the formation of three dedicated groups to focus on and service the institutional, financial institutions and family office/IFA client segments. As a result Franklin Templeton has made three internal appointments to lead these roles. Charles Levinge ...

RARE appoints new state manager

JAMIE WILLIAMSON  |  WEDNESDAY, 30 NOV 2016
... relationships across boutique practices and key dealer groups. Most recently, Ahboo was a BDM for CommSec working exclusively with the IFA market and has also previously held senior roles with MLC and NAB Group. His background is diverse, covering listed ...

Netwealth partners for new private label

JAMIE WILLIAMSON  |  THURSDAY, 10 NOV 2016
... AMP. Netwealth has also recently exceeded $10 billion in FUM, attributed to strong inflows and continued growth across the IFA, private client and wealth management sectors.

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... of each company, with a view to achieve the following objectives: Expand and grow ClearView's distribution network in the IFA channel Enhance quality of the strategic advice to be provided by aligned advisers Increase recruitment and productivity of ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
Colonial First State (CFS) has launched a digital tool to assist financial advisers in increasing the financial literacy of their clients. Wealth IQ was designed to help advisers explain complex financial planning and investment concepts to their clients ...

UK IFAs increasingly outsourcing to DFMs

KERRIE SYDEE  |  WEDNESDAY, 17 AUG 2016
United Kingdom independent financial advisers (IFAs) are increasingly outsourcing investment assets to discretionary fund managers (DFMs) as asset managers start to feel the fee pressure pinch, according to Cerulli Associates' 'Asset Management in the ...