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Showing 1121 - 1130 of 13342 results for "adviser"

Trust in advisers reaches new high: Survey

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
... critical in the cost-of-living crisis. The Value of Advice Index found almost all (94%) of advised clients trust their adviser to act in their best interest, a new record set in this year's survey. The same number lauded their adviser for helping ...

Nanuk fund lists as currency hedged ETF

KARREN VERGARA  |  WEDNESDAY, 2 OCT 2024
Nanuk Asset Management has launched a currency hedged version of an active exchange-traded fund (ETF) on the ASX. The New World Fund (Currency Hedged) Active ETF was admitted on the ASX under ticker code NNWH on September 30. The fund invests in companies ...

Growthpoint sells down majority stake in six industrial assets

KARREN VERGARA  |  TUESDAY, 1 OCT 2024
... Collyer, who announced his retirement last July after serving more than 14 years at Growthpoint. He remains there as an adviser. The transaction requires approval from the Foreign Investment Review Board (FIRB). If approved, the deal is expected to complete ...

Praemium unveils Spectrum for HNWs

MATTHEW WAI  |  TUESDAY, 1 OCT 2024
... kinds of asset classes and report on both custody and non-custody assets in a single technology solution. Streamlined adviser portal, including enhanced trading capabilities through the new Asset Preference List (APL). Integration of broker order pads ...

ETFs preferred vehicles for Aussie, US advisers: Surveys

KARREN VERGARA  |  MONDAY, 30 SEP 2024
... (49%) increased their weightings as ETFs are cheaper. This trend is echoed globally, as ISS Market Intelligence's Adviser Pulse survey reveals ETFs have become the preferred vehicle for US investment advisers. ISS MI found that ETFs trump separately ...

Pitcher Partners executives launch advice firm

KARREN VERGARA  |  FRIDAY, 27 SEP 2024
... operational aspects of Pitcher Partners' wealth management for an undisclosed figure. Viola serves as executive chair and adviser. Ward serves as chief executive, having joined Pitcher Partners in 2018 as head of risk, compliance, and operations ...

Platinum quashes Regal bid

ANDREW MCKEAN  |  THURSDAY, 26 SEP 2024
Platinum Asset Management has rejected alternatives investment manager Regal Partners' takeover bid. Platinum's board unanimously decided that Regal's offer undervalued the company and wasn't in the best interests of shareholders. "The board of Platinum ...

ATO revises advice fee tax deductibility rules

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
... If all the other requirements set out in section 25-5 are satisfied, the fees for the advice provided by the financial adviser will be deductible," the guidance reads. "Not all advice provided by a financial adviser will be considered to be tax (financial) ...

HUB24 takes stake in Reach Alternatives

JAMIE WILLIAMSON  |  THURSDAY, 26 SEP 2024
HUB24 is entering a strategic alliance with Reach Alternatives, taking a minority holding in the private equity platform. Reach Alternatives provides access to institutional-grade private equity funds, curating and structuring them so non-institutional ...

Aged care costs begin to worry older Aussies

MATTHEW WAI  |  WEDNESDAY, 25 SEP 2024
... outright. However, the cost, perceptions about the independence of advice, and the difficulty of finding an appropriate adviser who meets their needs remain as the main obstacles to receiving advice. "Australians need help to best use their savings to ...