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How advisers can capture young risk clients
KARREN VERGARA  |  WEDNESDAY, 14 APR 2021
A new report finds that it is possible for financial advisers to attract young clients and convince them about the benefits of advice and life insurance using new strategies. Integrity Life's The fight for future markets report upends the notion ...
Tech, behavioural science to engage clients
ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
Wealth managers and financial advisers are encouraged to use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science ...
FASEA chair to remain
ANNABELLE DICKSON  |  TUESDAY, 13 APR 2021
... security Jane Hume announced Catherine Walter will continue to work with the board to refine the Standards for Financial Advisers. As previously announced, the standard-setting aspect of FASEA will transition to Treasury while the administrative duties ...
HNWs change views on advice
ELIZABETH MCARTHUR  |  TUESDAY, 13 APR 2021
... found that this shift in attitude has not led to greater uptake of advice. Over the last 12 months, the use of financial advisers (19%) full-service stockbrokers (15%), wealth managers (7%) and private banks (5%) among HNWs has largely remained static. ...
Evergreen Consultants bolsters team
ELIZABETH MCARTHUR  |  MONDAY, 12 APR 2021
... the Evergreen Responsible Investment Grade (ERIG) Index, and an investment portfolio stress testing tool for financial advisers," founder and director Angela Ashton said. "We are committed to providing financial advisers with the solutions they need. ...
ESG managed accounts on the rise
ANNABELLE DICKSON  |  WEDNESDAY, 7 APR 2021
Financial advisers are turning to managed accounts when looking to implement responsible investment solutions for their clients, new research shows. The latest SPDR ETFs/Investment Trends Managed Accounts Report showed 72% of advisers prefer to use ...
MLC exec to lead fintech
KARREN VERGARA  |  WEDNESDAY, 7 APR 2021
... portfolio management solutions, digital advisory and managed services. The UK-based firm supports over 30,000 financial advisers globally. Chief executive Nick Eatock commented: "Financial advice has never been more important, and all our data shows ...
Count snaps up three former MLC firms
ELIZABETH MCARTHUR  |  THURSDAY, 1 APR 2021
... join Count Financial from Godfrey Pembroke, following the prior appointments of Ascent Private Wealth, Venture Financial Advisers and Plan Protect. They are a Canberra-based firm led by Darren Stevens, who has over 20 years' experience as a financial ...
MetLife expands virtual health service
KARREN VERGARA  |  THURSDAY, 1 APR 2021
MetLife Australia has partnered with a healthcare provider to expand its virtual services for financial advisers. Teladoc Health will provide holistic health management via MetLife's 360Health program. Virtual services will include mental health assistance ...
Why advisers don't recommend annuities
KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
New research from University of Melbourne researchers has identified two reasons why financial advisers don't recommend annuities to their clients. Orford Initiative's latest findings found advisers play a key role in recommending annuities, but face ...
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