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Showing 1091 - 1100 of 5658 results for "Financial Adviser"

PAC Capital buys Clearwater Portfolio Management

CHLOE WALKER  |  WEDNESDAY, 2 NOV 2022
The private asset manager has acquired Clearwater Portfolio Management, taking its total funds under management to just under $500 million. Clearwater Portfolio Management is a boutique based in Byron Bay which runs the Clearwater Dynamic Portfolio. ...

2022 Power50 advisers revealed

STAFF WRITER  |  MONDAY, 31 OCT 2022
For the ninth year running, Financial Standard has named the 50 most influential financial advisers in Australia. The Financial Standard Power50 is comprised of the top advisers that are actively driving the financial advice industry forward, helping ...

MLC Life updates retail insurance product range

CASSANDRA BALDINI  |  MONDAY, 31 OCT 2022
MLC Life Insurance has upgraded its insurance product range to strengthen customer protections. Effective today, the Income Replacement Ratios (IRRs) for both Income Assure and Income Assure+ will be raised for customers with higher incomes so they ...

Quantifying the value of a financial adviser

ANDREW MCKEAN  |  MONDAY, 24 OCT 2022
... an Adviser report says many investors are being pressured into sub-optimal investment decisions but having a financial adviser could add more than 4% to total portfolio value. So, even though advice fees have jumped 16% in FY22, from $3656 to $4685 ...

4.3m Australians invest responsibly: Report

CASSANDRA BALDINI  |  MONDAY, 24 OCT 2022
One in five Australians over the age of 18 hold responsible investments in their portfolio, representing approximately 4.3 million people. Netwealth's Investing for good report shows that 22% of Australians are investing responsibly and the figure is ...

Former AUSIEX chief to join Investment Trends

CHLOE WALKER  |  FRIDAY, 21 OCT 2022
Eric Blewitt will take over as chief executive of Investment Trends later this month, as Sarah Brennan becomes chair of the research house's newly established advisory board. Blewitt has over 25 years of experience leading wealth management and ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
... can rise by more than double the current rate of inflation." Further, the report noted since the end of 2018, financial adviser numbers have fallen by 43% to 15,908 from 27,929, placing further pressure on the sector. "The mass exodus of advisers from ...

Millionaires worry about retirement

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
... their savings. "Investors would likely do better to diversify their holdings, in consultation with a trusted financial adviser," Natixis IM said.

ClearView expands distribution team

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... promoted to digital business development managers (formerly business development associates). Henshaw, a former financial adviser, has held a variety of business development roles since joining ClearView in 2016. Sherwell has been at ClearView since ...

Colonial First State introduces new platform

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
The wealth management group has launched CFS Elevate, a people and culture platform that aims to provide support for advice professionals across Australia. Designed in collaboration with financial advisers, CFS Elevate offers free training, networking ...