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Showing 1 - 10 of 22 results for "Adviser Product"

ETFs trump active managed funds in core portfolios

KARREN VERGARA  |  THURSDAY, 11 JUL 2024
... unlisted managed funds, and direct shares topping the list," she said. Guiamatsia draws the insights from the latest Adviser Product and Marketing Needs Report, which also reveal that more advisers are looking to stay the course with their general approach ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
ClearView said it believes there have been signals towards the "return" of financial advice, following the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact of yield considerations and ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
... continuing to support the business as we accelerate our strategic evolution." Separately, Investment Trends' latest Adviser Product and Marketing Report, found that rising inflation and interest rates, as well as other geopolitical events, have contributed ...

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

AMG Super rebrands divisions to cut costs

KANIKA SOOD  |  MONDAY, 11 JAN 2021
... own member niches. Emplus was initially primarily used by the childcare industry, while Freedom of Choice is an adviser product. "At the time those brands had their own loyalty and recognition in their relevant areas. Over the course of last two years ...

Evans Dixon slashes staff

ALLY SELBY  |  THURSDAY, 27 FEB 2020
Embattled wealth manager Evans Dixon has revealed it fired 20% of its staff, as it reports its underlying earnings were down 22% for the half-year to $20.8 million. The firm cut 14% of its staff in its wealth advice business, 5% of its E&P business ...

Rainmaker Group expands into ESG media, acquires The Sustainability Report

JAMIE WILLIAMSON  |  WEDNESDAY, 25 SEP 2019
... consumer demand for sustainable, ethical and responsible investment financial products. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian financial planners, found 34% now provide advice on responsible ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
An ASX-listed financial planning technology company will reconfigure its strategy following an unsuccessful pilot partnership with Commonwealth Financial Planning. Intiger will refocus its strategy on developing and marketing its BOOM software after ...

Responsible investing rises on advice agenda

DARREN SNYDER  |  THURSDAY, 13 DEC 2018
... investing has almost doubled in the past two years, the latest industry survey reveals. The Investment Trends 2018 Adviser Product and Marketing Needs Report, which surveyed 766 Australian financial planners, found 34% now provide advice on responsible ...
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