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Showing 1091 - 1100 of 13338 results for "adviser"

Dinimus appoints new head of distribution

ANDREW MCKEAN  |  TUESDAY, 22 OCT 2024
... two decades of experience, has also held roles as a private investment manager at Evans and Partners and as an associate adviser at Macquarie Bank. In the new role, Credlin will lead the firm's distribution and operations team, with a key focus on ...

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... businesses at strong rates. This should ameliorate the negative impact of the transitions which might arise from the known adviser exits."

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
My Dealer Services appointed Ashley Mahadeea to the role of head of strategy. Mahadeea is experienced in advising fintech start-ups on launch strategies, strategic planning, competitive analysis, and business development. He is also currently the national ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
Generation Development Group (GDG) has reported record growth in the September quarter with its funds under management (FUM) now nearing $3.6 billion on the back of major inflows. GDG's FUM is up 33% - close to $1 billion - on the prior corresponding ...

AMP's MyNorth sees inflows rise 76%

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
AMP has given a positive Q3 market update with its platforms business seeing $750 million in net cashflows, up 76%. In addition, MyNorth inflows from independent financial advisers were up 47% for the quarter to $832 million. This has brought platform ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
JANA Investment Advisers will now provide asset consulting services for LeavePlus, a $2 billion portable long service leave scheme for Victorian construction industry workers. Formerly known as CoINVEST, LeavePlus administers the scheme for 280,000 ...

Aussies struggle with financial goals: Generation Life

ANDREW MCKEAN  |  WEDNESDAY, 16 OCT 2024
... landscape that's characterised by ongoing policy change, according to Generation Life research. While those with a financial adviser are more likely to understand the changing financial landscape and feel their goals are achievable, the industry needs ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... Expand chief executive Liz McCarthy celebrated the addition of the new offerings and believes they will meet licensee, adviser, and client needs. "With increasing adviser demand for SMAs, we're pleased to be adding another two leading investment managers ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... director. Riggall joins as an executive director. Meanwhile, Clime Private Wealth appointed Matt Rencken as its principal adviser, leaving James Street Private Wealth after three years. Angela Wang, a senior associate lawyer at Norman Waterhouse, was ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
Zenith Investment Partners has appointed Grant Kennaway to the new role of group head of research, with accountability for both investment and super fund research across the Australian business. In this role Kennaway will be responsible for leading ...