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| | | ... adviser support. "[Roberts] brings considerable experience working with advisers and a strong understanding of the financial advice market. Just as importantly, his approach to building relationships is well aligned with how we work at Allan Gray," said ... |
| | | | ... unregistered managed investment schemes, unlicensed provision of financial services conduct, and other conduct related to advice, insurance, and misleading and deceptive or unconscionable behaviour. Around 1950 of the complaints were of unregistered ... |
| | | | ... its technology." Founded by John Hewison in 1985, Hewison Private Wealth manages approximately $3 billion in funds under advice on behalf of high-net-worth and ultra-high-net-worth Australians, and operated without commissions or product influence while ... |
| | | | ... senior investment analyst Maria Zapata and investment analyst Hansheng Zhang. With more than $50 billion in funds under advice across Australia and New Zealand, about $3 billion of this sits in managed accounts. Furthermore, the group launched four new ... |
| | | | ... paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including high-quality outsourced services as an alternative ... |
| | | | Former head of data science at Iress has joined the Adelaide-based financial advice solutions provider to lead a wide range of its ongoing initiatives to enhance efficiency for financial advisers. Alten Hulme has joined Opex Consulting as head of enterprise ... |
| | | | ... providers addressing adviser needs including reducing friction in client onboarding, bringing legacy planning into the advice workflow and improving efficiency through connected data and smarter automation. "Advisers are looking for solutions that work ... |
| | | | ... meeting with that client for another six months," he says. "And so, the actual implementation of what was potentially good advice would have to wait until the next meeting or review with the client." If the change was urgent, the adviser might start ... |
| | | | ... types - but platform TDPs remain materially more expensive, even before considering the costs of any personal financial advice. The CPPP also shows platform TDPs have higher rates of underperformance over 10 years when compared against other product ... |
| | | | ... that when independent advisers have better technology and lower prices, they can do their best work and bring high-quality advice to more people." "Vanguard shares our conviction in that mission, and their trusted investment expertise and resources will ... |
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