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Showing 1031 - 1040 of 13238 results for "Adviser"

GAM Investments loses local lead

ELIZABETH FRY  |  FRIDAY, 20 SEP 2024
Alex Zaika, the local head of GAM Investments, has resigned from his role at the Switzerland-based asset manager to join another firm. It is understood that the global asset manager is currently searching for Zaika's replacement. Zaika, who joined ...

More financially secure women seek advice: Survey

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... capturing this data for the last two years, we see better engagement from our female clients when they actually have a female adviser," she said. "Most of our clients are here for the long term. We want to empower them to start building wealth in their ...

Macquarie cops US$80m from SEC

KARREN VERGARA  |  FRIDAY, 20 SEP 2024
... Mortgage-Backed Securities (ARMBS) strategy between January 2017 and April 2021. MIMBT is MAM's registered investment adviser based in Philadelphia. The now-defunct ARMBS fund invested in products such as mortgage-backed securities, CMOs, and treasury ...

Advisers reveal hurdles preventing SMA adoption

ELIZA BAVIN  |  THURSDAY, 19 SEP 2024
State Street Global Advisors (SSGA) head of model portfolios EMEA and APAC Kathleen Gallagher revealed the main concerns financial advisers have with employing managed accounts in their business, at the 2024 Financial Standard Managed Accounts Forum. ...

Growth of SMSFs, Div 296 opportunity for advisers

MATTHEW WAI  |  WEDNESDAY, 18 SEP 2024
A new report published by the SMSF software provider has revealed growing opportunity for financial advisers and demonstrates the potentially detrimental effect of the proposed Division 296 tax. The 2024 Annual Benchmark Report dives into potential ...

AMP BOLR litigants face lengthy payout process

KARREN VERGARA  |  TUESDAY, 17 SEP 2024
Despite the Federal Court greenlighting the AMP Buyer of Last Resort (BOLR) lawsuit settlement amount, there is still a long way to go before financial advisers can have peace of mind with the payout process to potentially draw out to mid-2025. This ...

Regal sets eyes on Platinum takeover

ELIZA BAVIN  |  TUESDAY, 17 SEP 2024
... of, and accretive to, Regal shareholders." The Platinum board said it has appointed Jefferies Australia as its financial adviser and Allens as its legal adviser. Ler said Morningstar does not cover Regal, making it difficult to qualify the upside for ...

Janus Henderson to manage new tokenised treasury fund

ANDREW MCKEAN  |  MONDAY, 16 SEP 2024
... Anemoy's Liquid Treasury Fund (LTF), a fully on-chain, tokenised fund. The US$360 billion asset manager will serve as a sub-adviser to the LTF, which will be issued on Centrifuge's public blockchain, giving investors direct access to short-term US Treasury ...

The transferrable skills for advisers who changed careers

KARREN VERGARA  |  FRIDAY, 13 SEP 2024
... senior financial planner and chief executive Cameron Forbes, and Complete Financial Providence director and financial adviser Nick Carmichael told the recent Activam Act Conference how they approach financial advice from the lens of a major career change. ...

Mercer awarded mandate for North's APS CoreSeries

MATTHEW WAI  |  FRIDAY, 13 SEP 2024
Mercer will provide investment management for the APS CoreSeries Managed portfolios, which include Conservative, Balanced, and Growth options. Replacing Morgan Stanley Wealth Management, North said Mercer offers lower management fees of up to eight ...