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Showing 1231 - 1240 of 9814 results for "Advisers"

Allianz Retire+ welcomes head of technical services

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... officer Simon Aboud and the broader Allianz Retire+ team to provide technical support and educational resources to help advisers and superfunds navigate retirement planning. She will also assist in the rollout of the businesses' longevity Allianz Guaranteed ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... the financial vehicles and assets they believe will help them achieve those goals and their perceptions of financial advisers. The respondent base had quotas of at least 15% retirees, 15% over-50 (aged 50-84), 15% high-net-worth individuals (HNWIs) and ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...

Risk sector grows 4%: Research

KARREN VERGARA  |  FRIDAY, 29 SEP 2023
The life insurance industry climbed 4% to $18.4 billion in the year to June 2023 despite the number of risk advisers fleeing the industry. The latest data from Plan For Life shows that TAL continues to hold the lion's share of the group insurance and ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... and engagement," Vynokur said. "We are privileged to serve over one million Australian investors and their financial advisers today. Over the course of the next decade, we have a vision for the firm to continue developing into a leading, independent ...

Coolabah Capital launches new active ETP

ANDREW MCKEAN  |  WEDNESDAY, 27 SEP 2023
... returns in the short duration fixed-interest sector." "The Coolabah Short Term Income Fund can be a useful solution for advisers and individual investors alike to identify, and participate in, income-generating opportunities from around the world." Cboe ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

AMP challenges BOLR court ruling

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... appealing the Federal Court's Buyer of Last Resort (BOLR) ruling that determined in favour of AMP Financial Planning advisers who saw the valuations of businesses slashed by 40%. AMP filed a Notice of Appeal in the Federal Court yesterday, challenging ...

EQT launches new wholesale fund down under

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
... raising Australia Martin Donnelly said it comes in response to growing demand from local wholesale investors, financial advisers, private banks, and family offices for diversified private asset solutions. "Australian wholesale investors, along with their ...