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Showing 1031 - 1040 of 13232 results for "adviser"

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 ...

Aussies unprepared to manage retirement income

ANDREW MCKEAN  |  THURSDAY, 12 SEP 2024
The complexity of retirement income decisions has left many feeling ill-equipped to manage their superannuation savings and generate an income that will deliver a comfortable lifestyle later in life, according to GBST research. The wealth management ...

Rising HNW numbers fuel need for specialist advice

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
There was an 8.7% increase in the number of high-net-worth (HNW) investors in Australia last year, bringing with it increased demand for estate planning, tax optimisation, and investment strategy advice. About 690,000 Australians are now considered ...

FAAA ramps up Dixon inquiry campaign

JAMIE WILLIAMSON  |  THURSDAY, 12 SEP 2024
The Financial Advice Association Australia (FAAA) is calling on all federal members of parliament to support a public inquiry into the collapse of Dixon Advisory and the flow-on effect on the Compensation Scheme of Last Resort (CSLR). The FAAA has written ...

Australians rank seventh globally for retirement confidence

MATTHEW WAI  |  WEDNESDAY, 11 SEP 2024
... access to financial advice is a factor for many Australians on this front. "Some Australians have access to a financial adviser but not all; if we are to close the retirement savings gap, advice needs to be affordable and easily accessible to all Australians," ...

SMSFA, Deakin University launch courses for advisers

KARREN VERGARA  |  WEDNESDAY, 11 SEP 2024
... education, support, and training to financial professionals, offered Cram 4 Exam programs to help practitioners pass the adviser exam or FASEA exam as it was previously known. "Given ethics is a compulsory bridging unit and many still need to complete ...

MLC Life appoints two C-suite executives

MATTHEW WAI  |  TUESDAY, 10 SEP 2024
... long been vital for MLC Life. "An experienced industry leader like Gerard allows us to build on the improvements to our adviser experience and deliver on our promise to customers who receive the critical support of advisers. This reinforces our commitment ...