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Showing 61 - 70 of 8819 results for "advisers"

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
... ability to navigate challenges and seize growth opportunities." The team now stands at 46 staff including 14 financial advisers with over 300 years of combined industry experience with two more existing staff about to commence their professional years. ...

AMP upgrades North investment platform

ANDREW MCKEAN  |  THURSDAY, 14 MAR 2024
AMP's North wrap platform has introduced a feature that enables financial advisers to select investments by entering a client's target portfolio weightings. The investment switch functionality is designed to better align with how advisers construct ...

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... efficient implementation, and operation of MDA programs." "The widespread adoption of managed accounts by licensees, their advisers, and by their clients is creating efficiencies in advice practices, and benefitting from professional portfolio management ...

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... a burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... substantial value creation beyond the public sphere," he said. As previously reported by Financial Standard, financial advisers have been exploring private markets, with fund managers making opportunities more accessible to a broader investor spectrum. ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... this flexible white label solution has "massive growth potential." "Financial advice costs are often out of reach, most advisers can only help those who've accumulated a significant net worth, it unlocks affordable access to professional portfolio management ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting their clients for more than 20 years. They offer strategic advice, specialising in superannuation ...

Advisers show growing interest in ASX-listed Bitcoin ETF

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
... chief executive and managing director of Asia Pacific Arian Neiron has reported an increase in interest from financial advisers and brokers for a Bitcoin ETF on the ASX. Since the US Securities and Exchange Commission (SEC) approved 11 Bitcoin ETF applications ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... a product set that's going to be fit for purpose for many years and solve the needs of both the investors and the advisers in that channel." Weingarth said two major themes with intermediaries and high-net-worth clients include the rise of ETFs and ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic driver ...