Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1261 - 1270 of 9814 results for "Advisers"

SG Hiscock starts distributing small cap fund

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... small companies' manager with such a distinct investment philosophy is already generating strong interest from local advisers. "EAM is entering the market at a time when advisers are looking for innovative investment products that have a proven track ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
Netwealth has unveiled a blueprint to a successful transition to managed accounts for financial advisers, centring on staff training, client messaging, and planning. At today's Financial Standard Best Practice Forum on Managed Accounts, Netwealth's ...

Australians retiring later than global peers: Research

CASSANDRA BALDINI  |  THURSDAY, 14 SEP 2023
... retirement. I believe this data highlights the growing need for financial advice and education from professional financial advisers." Unsurprisingly, Natixis found that inflation was the top challenge threatening retirement security. It said that higher ...

Aware Super rolls out adviser portal

KARREN VERGARA  |  THURSDAY, 14 SEP 2023
Aware Super has launched a new portal for financial advisers as part of its digital transformation project. Adviser Portal can view their client dashboards, change investment options, manage client contributions, and track actions requested on behalf ...

Wheelhouse repositions global equity fund

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... director and portfolio manager Alastair MacLeod said genuine diversification has become a vital challenge for investors and advisers constructing portfolios because of greater correlations between equities and bonds in recent years. "Risk is also heightened ...

Frontier dips toes into private wealth space

JAMIE WILLIAMSON  |  WEDNESDAY, 13 SEP 2023
... and market insights, Frontier will also provide independent oversight of the firm's governance structure and offer its advisers access to Frontier's technology platform. It marks the first time Frontier will work with a wealth advisory firm, with Perks ...

Priority Advisory Group, Wise Planners merge

KARREN VERGARA  |  WEDNESDAY, 13 SEP 2023
... operates under Lifestyle Financial Services), will operate under Priority's brand. The combined entity will have 12 advisers. Based in Sydney's north shore, the newly merged firm will have four divisions: personal and family wealth, aged care ...

Koda Capital restructures Investment Strategy Group team

JAMIE WILLIAMSON  |  TUESDAY, 12 SEP 2023
... elements of our past," it said. "The organisation is confident that these adjustments will better position them to support advisers and provide innovative solutions for their valued clients." The process was aided by outgoing managed funds research lead ...

Viridian launches new specialist division amid acquisition drive

ANDREW MCKEAN  |  TUESDAY, 12 SEP 2023
... evolution into a dual-structured entity. Infinity Capital Solutions (ICS) affords third-party advice practices and financial advisers access to Viridian's proprietary model through four distinct offerings: asset management, portfolio management, digital ...

NowInfinity bolsters estate planning capabilities

CASSANDRA BALDINI  |  TUESDAY, 12 SEP 2023
... collaboration with clients and industry experts and offer many benefits, "including providing greater flexibility and clarity for advisers and trustees, and importantly provide clarity with regards to death benefit payments for estate planning purposes." ...