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Showing 1011 - 1020 of 13235 results for "adviser"

AMP Advice expands network

MATTHEW WAI  |  THURSDAY, 3 OCT 2024
... Stantins into the future and we look forward to supporting them in their business growth endeavours." According to AMP, adviser satisfaction remains strong at 80% for the quarter and it is "a result driven by improved support service levels, as well ...

Tribel Advisory adopts estate planning solution

KARREN VERGARA  |  THURSDAY, 3 OCT 2024
Financial services firm Tribel Advisory will join forces with fintech Yodal to roll out estate planning services for its advisers and accountants. The estate planning tool stores Tribel information needed to create a comprehensive estate plan, alert ...

Moneysoft acquired by MUFG Pension & Market Services

JAMIE WILLIAMSON  |  THURSDAY, 3 OCT 2024
MUFG Pension & Market Services has acquired 100% of financial software Moneysoft, with plans to integrate the technology into its retirement product portfolio. Moneysoft has become part of the Retirement Solutions business at MUFG Pension & Market Services ...

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... critical in the cost-of-living crisis. The Value of Advice Index found almost all (94%) of advised clients trust their adviser to act in their best interest, a new record set in this year's survey. The same number lauded their adviser for helping ...

Nanuk fund lists as currency hedged ETF

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Nanuk Asset Management has launched a currency hedged version of an active exchange-traded fund (ETF) on the ASX. The New World Fund (Currency Hedged) Active ETF was admitted on the ASX under ticker code NNWH on September 30. The fund invests in companies ...

Growthpoint sells down majority stake in six industrial assets

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... Collyer, who announced his retirement last July after serving more than 14 years at Growthpoint. He remains there as an adviser. The transaction requires approval from the Foreign Investment Review Board (FIRB). If approved, the deal is expected to complete ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... kinds of asset classes and report on both custody and non-custody assets in a single technology solution. Streamlined adviser portal, including enhanced trading capabilities through the new Asset Preference List (APL). Integration of broker order pads ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... (49%) increased their weightings as ETFs are cheaper. This trend is echoed globally, as ISS Market Intelligence's Adviser Pulse survey reveals ETFs have become the preferred vehicle for US investment advisers. ISS MI found that ETFs trump separately ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... operational aspects of Pitcher Partners' wealth management for an undisclosed figure. Viola serves as executive chair and adviser. Ward serves as chief executive, having joined Pitcher Partners in 2018 as head of risk, compliance, and operations ...

Platinum quashes Regal bid

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
Platinum Asset Management has rejected alternatives investment manager Regal Partners' takeover bid. Platinum's board unanimously decided that Regal's offer undervalued the company and wasn't in the best interests of shareholders. "The board of Platinum ...