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Showing 1281 - 1290 of 9814 results for "Advisers"

Colonial First State previews new MA offering

CHLOE WALKER  |  WEDNESDAY, 6 SEP 2023
... available on the newly launched Edge platform. The Accelerate Series has been designed in response to feedback from financial advisers, helping them meet best interest duty obligations through low-cost and flexible solutions. "The Accelerate Series is ...

Integrity Life to cease writing new retail policies

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
Integrity Life will not take on any new retail advised business, saying the decline in risk advisers has forced a strategic pivot. Integrity Group, the parent company of Integrity Life, said it undertook a review of the business' strategy, considering ...

LGT seals abrdn wealth business deal

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... approach. LGT's focus on high performance and sustainability appeals to high-net-worth private individuals, financial advisers and institutional clients in the UK and around the world," he said. The transaction's completion comes as abrdn is set to fall ...

Willis Towers Watson buys funds from advice group

JAMIE WILLIAMSON  |  TUESDAY, 5 SEP 2023
... advice. "We intend to manage the funds in the same way as we have over the past five years, while also supporting Profile's advisers to ensure their clients receive the best possible service," WTW Australia head of investments Aongus O'Gorman said. He ...

Managed accounts FUM hits $162bn

KARREN VERGARA  |  TUESDAY, 5 SEP 2023
... year," Huang said. IMAP chair Toby Potter said the results will be welcomed by both the end clients and their financial advisers, as well as investment committees, asset advisers, and investment managers all working to assist the clients work towards ...

Insignia Financial promotes two key staffers

ELIZABETH FRY  |  MONDAY, 4 SEP 2023
... manager for New South Wales. He was promoted from national sales manager of platform solutions, where he worked with advisers and the distribution team as the specialist for managed accounts and platforms at IOOF. Before his four years with Insignia ...

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... Zealand Louise Watson said the retail AFSL is an "important milestone" for the asset manager in Australia. "Financial advisers play a crucial role in steering Australians towards better financial futures. We want to help advisers better serve Australians ...

Sequoia liquidates Libertas Financial Planning

KARREN VERGARA  |  FRIDAY, 1 SEP 2023
... not to disclose the likely amount as they are still subject to proceedings with AFCA and potential recourse from the advisers, and the disclosure of such amounts is likely to prejudice those proceedings," Sequoia said. The group generated revenues of ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
... more than $340 million into Oaktree opportunistic credit strategies on behalf of Australian private investors and their advisers. The investment strategy combines Oaktree's flagship 'good business, bad balance sheet' approach with a special situations ...

Midwinter partners for paraplanning solution

CHLOE WALKER  |  WEDNESDAY, 30 AUG 2023
... work with Scale Up Paraplanning, TNW Solutions, and Rocket Services to create an integrated paraplanning solution for advisers. Launched off the back of a successful pilot phase, the Paraplanning Partners Program aims to connect Midwinter clients with ...