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Showing 1 - 10 of 16 results for "Adviser Roadshow"

Rating the rating houses: How much do advisers rely on fund research?

KARREN VERGARA  |  FRIDAY, 31 MAR 2023
... advisers to understand their research provider's business model. Di Cristoforo told a recent Morningstar adviser roadshow that the advice profession has spent a better part of 10 years progressively weeding out conflicts of interest, putting itself ...

Vanguard to launch retirement income tool

ELIZA BAVIN  |  TUESDAY, 23 FEB 2021
... intermediary Rebecca Pope announced the upcoming launch of the Vanguard Retirement Income Builder at Vanguard's recent adviser roadshow. The new digital tool aims to be an innovative way for advisers to work with their clients in determining investment ...

IMAP not anticipating regulatory overhaul

ELIZA BAVIN  |  WEDNESDAY, 25 MAR 2020
... challenges created by the COVID-19 outbreak. IMAP chair Toby Potter said after hearing ASIC's presentation at the IMAP adviser roadshow in Brisbane earlier this month, he doesn't think the regulator will take any drastic measures against the industry. ...

Advisers wary of unlisted assets: Sunsuper

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
... financial advisers believe unlisted assets lack transparency and are illiquid, growth investments. At the Sunsuper Adviser Roadshow in Sydney yesterday, an audience of advisers was informally polled on their thoughts about alternative, unlisted assets. ...

New life insurer is RC good news story

HARRISON WORLEY  |  THURSDAY, 7 MAR 2019
... believes it is the "good news story" to come from the Royal Commission. Speaking at the Sydney leg of a nationwide adviser roadshow, Integrity Life managing director Chris Powell said the firm was well positioned to take advantage of the scrutiny placed ...

Colonial First State hires retail sales head

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
Colonial First State has hired a new head of retail sales from BT Financial Group. Bryce Quirk was most recently BT Financial Group's head of adviser distribution platform where he led a national sales team of more than 45 people and the distribution ...

Ideas give insight to opportunity: Vanguard

HARRISON WORLEY  |  TUESDAY, 12 FEB 2019
... not be far off either, according to Vanguard. Speaking today at the Sydney leg of the fund manager's financial adviser roadshow, Vanguard global chief economist and global head of investment Joe Davis said the world economy was down but not out, and ...

Zurich hires risk strategy specialist, retains OnePath brand

KARREN VERGARA  |  TUESDAY, 20 MAR 2018
... investments division. Both transactions are expected to finalise later this year. Bailey told a recent financial adviser roadshow that all parties were making excellent progress toward the late 2018 completion date. "We've have very strong enduring partnerships ...

How to find alpha in advice: Vanguard

KARREN VERGARA  |  TUESDAY, 27 FEB 2018
... embracing new-age advice can differentiate advisers and build enduring client relationships. Speaking at a Vanguard adviser roadshow this morning, Kinniry said spending less time in "commoditised" areas such as the investment management component of ...

Forward thinking must underpin advice: Vanguard

EMMA RAPAPORT  |  FRIDAY, 3 MAR 2017
... Vanguard global chief economist and investment strategy group head Joseph Davis says. Speaking at the fund manager's adviser roadshow in Sydney on Wednesday, Davis said that if advisers look beyond short term trends, there was an opportunity to prove ...
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