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Showing 1291 - 1300 of 9814 results for "Advisers"

Strategic reset delivers for Count

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2023
... for the business and saw revenues of $3.03 million. In the process, Count says it doubled its market share of financial advisers, adding about 100 to its network - a 36% increase. It now has about 400 advisers. Overall, wealth revenues were up 17% to ...

Top global trends impacting portfolio construction

CASSANDRA BALDINI  |  TUESDAY, 29 AUG 2023
... having the right strategy around the execution. "Over the last five years or so, we've probably hired 82 operating advisers who work day to day with our private equity, growth equity and infrastructure assets around areas like technological transformation," ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... conservative, diversified 50 and high-growth products. "Demand for sustainable investment solutions continues to grow among advisers and their clients. By broadening the investment options available through our Sustainable Managed Portfolios, Russell ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... structured on a variable rate basis - has been a standout performer. "So that continued education and work that we do with advisers and planning groups got momentum behind it five years ago, and our track record has performed throughout that market volatility ...

Millions of Aussies investing in collectibles

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
... expertise can leave certain investors open and vulnerable to dodgy deals. It's one of the main reasons financial advisers recommend only 5% of an individual's portfolio be allocated to collectible items. Purcell underscored the importance of ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
... business for its trustee services capabilities. This deal is EQT executing that plan, with communications to be sent to advisers and clients shortly. Under the agreement, SuperConcepts can receive referred SMSF and platform management services clients ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... chance to act on that belief and put it into practice for both our existing and prospective clients," he added. "The way advisers use to fund research has evolved over the years, and we think there's an opportunity for a more contemporary approach ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
... generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house by Guideway, records client conversations, produces ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... model for its self-employed advice groups, under a new entity known as Advice Services Co (ASC). Insignia said that 170 advisers responded to a survey earlier this month, with most agreeing ASC will enable greater input into strategy and decision making ...