Article tagged with 'DIMS'
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Synergy creates portfolio supermarket
11 Nov 2021 - Christchurch-based Synergy has teamed up with Morningstar to offer more funds.
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Rival Wealth gains more experience in its Auckland office
14 Jun 2021 - Rival Wealth has added more industry experience to its new Auckland operation following the appointment of Barry Read as its general manager early last month.
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Adviser stops scam: Saves client $60,000
21 Jul 2020 - An adviser who saved his client from losing $60,000 to a scam says it shows his systems are working.
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DIMS gets another shake-up
03 Dec 2018 - More change is coming for financial advisers who operate personalised DIMS for their clients.
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[The Wrap] The future of research; New groups coming; Milking big returns
24 Aug 2018 - Who will research managed funds in the future? That's a question which is live right now. Meanwhile, there's lots happening amongst the groups now that FSLAB is getting closer.
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Adviser milking big returns for clients
22 Aug 2018 - Financial adviser Alistair Bean has rejected suggestions his clients’ investments are too focused on one stock – and says the personalised DIMS set-up allows more flexibility of decision-making to maximise their returns.
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Another DIMS licence granted
09 Jul 2018 -
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Consilium reports super-charged growth
28 Dec 2017 - Adviser back-office support firm Consilium is reporting growth of 38 per cent per year.
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DIMS advisers face uncertainty... again
29 Nov 2017 - He's only been approved to offer personalised DIMS for just over two years, now adviser Alistair Bean faces more uncertainty.
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A survival guide for financial adviser licensing
21 Nov 2017 - All financial advisory businesses will begin a mandatory licensing process, but do not fear, the FMA comes in peace, John Berry says. In the first of two-part commentary he shares his views on what to expect and how to prepare for change.