Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 991 - 1000 of 13232 results for "adviser"

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial adviser are more likely to understand the changing financial landscape and feel their goals are achievable, the industry needs ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... Expand chief executive Liz McCarthy celebrated the addition of the new offerings and believes they will meet licensee, adviser, and client needs. "With increasing adviser demand for SMAs, we're pleased to be adding another two leading investment managers ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... director. Riggall joins as an executive director. Meanwhile, Clime Private Wealth appointed Matt Rencken as its principal adviser, leaving James Street Private Wealth after three years. Angela Wang, a senior associate lawyer at Norman Waterhouse, was ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
Zenith Investment Partners has appointed Grant Kennaway to the new role of group head of research, with accountability for both investment and super fund research across the Australian business. In this role Kennaway will be responsible for leading ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... is built by advisers for advisers," Constable said. "We understand that managed accounts are an important part of the adviser toolkit, we knew it was the place that we needed to be in, but we didn't want to just create a solution that was the same as ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
GSFM has recruited a new head of retail business who will join the multi-boutique from Warakirri Asset Management. Ben Williams officially starts on October 21 and will report to GSFM chief executive Damien McIntyre. He replaces Stephen Fletcher, who ...

HUB24 share price, FUA skyrocket

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
HUB24's funds under administration (FUA) hit $113 billion at the end of September while its share price jumped 400% in the last five years. Inflows and the current bull market continue to bolster the platforms business. It recorded net inflows of $4 ...

Super Members Council names deputy chief

JAMIE WILLIAMSON  |  MONDAY, 14 OCT 2024
... advisory roles for the Office of the Premier of Victoria when Daniel Andrews was in office, and previously served as media adviser to Simon Crean when he was minister for regional Australia, regional development, local government, and the arts. Also ...

TAL changes underwriting limits

KARREN VERGARA  |  MONDAY, 14 OCT 2024
... for new customers, nearly 45% fewer will need to undertake a mandatory medical test when they apply for cover through an adviser or directly from TAL. On average, these test results take more than a week. TAL made similar changes in July for customers ...

New shareholder, governance services firm enters market

MATTHEW WAI  |  THURSDAY, 10 OCT 2024
... and feedback on shareholder composition and voting influencers. The firm also provides insights on investor and proxy adviser voting policies, as well as strategic advice on aligning company practice with shareholder expectations. "We recognise that ...