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Showing 81 - 90 of 12014 results for "Adviser"

Simple strategies to overcome gender super gap

KARREN VERGARA  |  THURSDAY, 7 MAR 2024
... mean thousands or tens of thousands more dollars in your super upon retirement." Vanguard Australia head of financial adviser services Rachel White, who spoke on Morningstar's International Women's Day event panel this week, said there are other ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
InvestSMART has launched a white label online investing platform and appointed Rask Invest as its first external investment manager. Under this partnership, Rask Invest's clients will now have their funds managed within three Rask investment portfolios ...

Iress share price jumps on takeover rumours

KARREN VERGARA  |  WEDNESDAY, 6 MAR 2024
... Investment Bank co-chief executive Aidan Allen for advice, but "has not made a formal approach to the company or its defence adviser Goldman Sachs". A prior article referenced stated that Iress chief executive Marcus Price "knew nothing of any potential ...

Baby boomers turn to local private debt: Research

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... private debt market," Foresight Analytics said. The report emphasised two crucial aspects that should be considered by adviser groups who are interested in the asset class. The first aspect is fulfilling a duty of care regarding portfolio construction ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... Count group head of advice Andrew Kennedy said that Tailored Lifetime Solutions is a great fit for the group's growing adviser community. "David and the team at Tailored Lifetime Solutions bring experience, expertise and a great business culture to our ...

Advisers show growing interest in ASX-listed Bitcoin ETF

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
VanEck 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 ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
The real estate giant plans to expand into the intermediaries sector with the recent hire of Mark Weingarth as its director of business management. Weingarth, who officially joined EG in October last year, brings over 17 years of experience in financial ...

More than 40% of women unprepared for retirement: CFS

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2024
... Of the women who do receive advice, 67% have a financial strategy in place, while just 24% of those who do not have an adviser do. Meanwhile, 61% who receive advice feel financially prepared for retirement, compared to just 20% of those without an adviser. ...

DomaCom chief executive John Elkovich steps down

ANDREW MCKEAN  |  MONDAY, 4 MAR 2024
... DomaCom since April 2023, James brings experience from senior positions at Commonwealth Bank of Australia, as head of adviser distribution and investor sales, as well as roles at National Australia Bank, Westpac, Deutsche Bank, and Bank of America. James ...

ASIC succeeds in conflicted remuneration case

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... August 2013 and 29 July 2013, SMSF Club was an authorised representative of RM Capital. Justin Beeton was a financial adviser and the sole director of the SMSF Club. ASIC believes that SMSF Club contravened s963G of the Corporations Act by accepting ...