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Showing 1091 - 1100 of 10432 results for "Value"

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
LGT Crestone has inked a deal to scoop up Commonwealth Bank's (CBA's) remaining personal advice business, which serves high-net-worth and ultra-high-net-worth clients. Commonwealth Private Advice has around 500 clients with assets exceeding $5 billion. ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
Evalesco Financial Services and Principal Edge Financial Services have announced a strategic merger. Evalesco chief executive Jeff Thurecht will lead the combined business as chief executive, alongside director Marshall Brentnall and general manager ...

Invesco Advisers pays $26m over false ESG claims

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... Invesco lacked any written policies in relation to defining ESG integration. "As stated in the order, Invesco saw commercial value in claiming that a high percentage of company-wide assets were ESG integrated. But saying it doesn't make it so," said ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... having weathered more economic cycles and financial crises in their lifetime, they also tend to have a better grasp of "the value that financial advisers and other investment professionals can bring to the table." Meantime, exchange-traded funds (ETFs) ...

Commonwealth Super reports strong investment performance

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... management, adding that these strategic capabilities have enabled it to invest early into future-fit real assets - before their value was fully reflected in prices - building strategic resilience across investment options. "Compared with other funds ...

Federal Court quashes case against ex-Dixon Advisory director

ANDREW MCKEAN  |  WEDNESDAY, 6 NOV 2024
... understand it, in the context of generally accepted accounting principles, the word 'impaired' means, or can mean, that the value of an asset has decreased. ASIC did not seek any finding by reference to any accounting standard. In the absence of any ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... adopting SMAs. Citing research from SSGA and Investment Trends, the main concern amongst advisers was how they justify their value add to clients if they are outsourcing investment decisions (28%). "This is a common theme but the way we view SMAs is ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... Financial Advice Association Australia (FAAA) is rolling out consumer campaigns across prominent digital channels to promote the value of professional financial advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that "by ...

Australian Unity offloads banking business

ELIZA BAVIN  |  WEDNESDAY, 6 NOV 2024
Australian Unity has announced the sale of its banking business to Bank Australia, with the transfer set to be complete in late 2025. Under the agreement, Bank Australia will acquire Australian Unity banking customers and their existing loans, credit ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
... Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial advice profession, while providing outstanding service to clients and the wider community. Power50 selection ...