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Showing 1191 - 1200 of 9814 results for "Advisers"

Dimensional launches inaugural ETFs

KARREN VERGARA  |  MONDAY, 13 NOV 2023
... flexibility that ETFs offer," Nathan Krieger, who heads Dimensional's client group in Australia, said. "It just gives advisers and other intermediaries more ways to access what we do. And we always start with client need." Dimensional was founded ...

J.P. Morgan readies evergreen solution for wholesale market

ANDREW MCKEAN  |  MONDAY, 13 NOV 2023
... less accessible due to the nature of their investments, we're looking at ways to open this up and make it easier for advisers to offer these types of solutions to their clients," he said. In line with this initiative, Creber indicated that J.P. Morgan ...

Adviser levy discount amounts to $8m saving

KARREN VERGARA  |  FRIDAY, 10 NOV 2023
Financial advisers are set to pay $400 less in the ASIC funding levy, saving the industry $8 million in total, according to new estimates from the Financial Advice Association Australia (FAAA). Based on two legislative instruments dated November 3 ...

Australia a central focus for alternatives: Apollo

CASSANDRA BALDINI  |  FRIDAY, 10 NOV 2023
... years. So, there's a little bit of a jumpstart," he said. "While I am here and having conversations with global wealth advisers this week, there's a good understanding of what the power of alternatives could do. But also, an understanding of ...

AMP North incorporates DNR Capital, Morningstar managed portfolios

ANDREW MCKEAN  |  THURSDAY, 9 NOV 2023
... and passive strategies ensuring clients have a "robust, research-led" investment solution. The suite is available to advisers across various investment horizons and a broad set of risk profiles. Morningstar director of research products, Australia and ...

Centrepoint Alliance acquires Financial Advice Matters

CASSANDRA BALDINI  |  THURSDAY, 9 NOV 2023
... first 12 months. Further, it said the acquisition would add significant revenue, boost its team of salaried financial advisers to 19, and create a financial advice group with the scale to further expand in other locations. The entire prospective amount ...

VanEck launches AUD-hedged equity ETFs

ANDREW MCKEAN  |  WEDNESDAY, 8 NOV 2023
VanEck is launching three new AUD-hedged international equity ETFs, prompted by increasing demand from financial advisers and investors. The investment manager's new ETFs, scheduled for a November 9 debut on the ASX, will leverage VanEck's existing ...

Aussies value super but remain unprepared: Data

CASSANDRA BALDINI  |  WEDNESDAY, 8 NOV 2023
... that aims to give super funds more power to provide advice has been greatly debated by the industry, with some financial advisers believing it will jeopardise the standard of advice provided, Oliver said he is all for it. "Expanding the personal advice ...

ASIC updates qualified tax relevant provider definition

KARREN VERGARA  |  TUESDAY, 7 NOV 2023
Financial advisers who are both a relevant provider and a registered tax agent now satisfy the definition of a "qualified tax relevant provider" without having to undertake specific courses, according to ASIC. The corporate regulator said it made a ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... central to achieving our aspirations in this space." Viridian has 350 staff nationwide, including more than 120 financial advisers. Last month, it launched Infinity Capital Solutions (ICS), an investment management division with its own AFSL. ICS offers ...