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|Showing 1 - 10 of 100+ results for "IFA"|
|Asset managers and superannuation funds will ramp up their digital advice offerings in 2022 as the reality of financial advisers exiting sets in. Technology firm Finura predicts the wealth management and super sectors will invest heavily in digital ...|
|... groups looking to run their own managed accounts and there was a focus on dealer groups setting up managed accounts and big IFA firms running their own investment philosophy through an SMA," he said. Morris said a third cohort of advisers has emerged ...|
|Morningstar is recruiting for a new head of business development for Australia and New Zealand as the incumbent readies to return to the United States. Phil Winter is remaining with Morningstar but leaving the local business; returning to Chicago at ...|
|Financial advice technology solution provider Asendium has added a risk and compliance feature via a new partnership with Fourth Line. Fourth Line will help advisers deliver risk and compliance reviews as part of their document preparation. The integration ...|
|... manager of advice relationships, responsible for implementing and developing the super fund's independent financial adviser (IFA) unit, which is a holistic advice offering. The appointment comes off the back of Aware merging with WA Super last year. ...|
|The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched. Developed by co-founders Paul Moran and Sahil Matta, iFactFind provides advisers a comprehensive, interactive digital fact-find. For prospective ...|
|Westpac has settled a class action relating to life insurance sold through its financial advice network. The class action was brought against Westpac Group by Shine Lawyers in 2017. It claimed that between 2011 and 2017, customers who received financial ...|
|A boutique superannuation administrator has been acquired by Kiwi firm MMC in a move to expand its presence in Australia. MMC is now the owner of Brisbane-based IFAA Group after it first bought a stake in March 2020 of nearly 50%. The total consideration ...|
|... Capital. AMP Capital managing director Australia Marsha Beck said the company continues to focus on building its presence in the IFA market. "Our heritage in real assets and deep experience across public markets are of particular interest to advisers ...|
|... business. The launch of La Vista Licensee Solutions two years ago was flagged by ClearView as part of its strategic focus on the IFA market. The company says 31 self-licensed practices have joined La Vista for licensing and back office infrastructure ...|
BNP Paribas Asset Management promoted from within to fill the role of head of wholesale distribution for Australia and New Zealand.
One billion people will own some form of cryptocurrency by the end of 2022, new research suggests.
ASIC is proposing to overhaul the naming conventions of exchange-traded products so that the names are "true to label".
GPT Group (GPT) has announced today changes to its leadership team and adjustments to its organisational structure.
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