Search Results | Showing 31 - 40 of 12014 results for "Adviser" |
| | Betashares is readying to launch Australia's first moderately geared ETFs on the ASX, as part of its new 'Wealth Builder' product suite. The ETFs, which are expected to offer a gearing ratio of 30-40%, aim to allow investors to benefit from the long-term ... |
| | | ... innovation" with the company acquiring a digital and hybrid offering from Advice Intelligence as well as Salesforce-based adviser practice management offering, WealthConnect. "Our goal is to provide cutting-edge AdviceTech that helps eliminate the advice ... |
| | | The financial services industry has paid tribute to Wayne McGauley who passed away over the weekend. Most recently the head of distribution at Wheelhouse Partners, McGauley had a long and successful career in the financial services industry spanning ... |
| | | HUB24, which owns Xplore Wealth, Class, and myprosperity, surpassed the $100 billion milestone at the end of March. Some $79.7 billion in FUA, up 34% year on year, came directly from the platform. Its Portfolio Administration and Reporting Services' ... |
| | | Franklin Templeton has launched actively managed global equity and fixed income exchange-traded funds (ETFs) on the ASX today. The Franklin Global Growth Fund (FRGG) invests in companies operating in developed and emerging markets from around the world ... |
| | | MC Lawyers & Advisers has launched a class action investigation into claims of investor losses in various financial products issued by GEMI Asset Management. The law firm said investigations were targeting scenarios in which wholesale or sophisticated ... |
| | | ... new accounts during the quarter, a 3.7% rise from the previous quarter. Additionally, it saw "strong momentum" in new adviser and licensee relationships, with a new business pipeline and strong conversion rates across all segments. The group also flagged ... |
| | | ... metro areas. "Findex's strong growth profile, management capabilities, deep digital investment and low-risk salaried adviser model which brings accountants and financial planners together under one roof creates an exciting opportunity for enhanced ... |
| | | The lack of regulation around aged care advice has led to superficial and often conflicted advice, that can put older Australians at risk of elder abuse, according to Aged Care Steps, which is rallying for tougher protections and laws. Aged Care Steps ... |
| | | ... Huddy said Davis' role will add depth and considerable market experience to the team, and further support the growing adviser demand for Zenith's managed account solutions. "After taking 12 months away from the industry to explore personal interests ... |
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