Search Results | Showing 1321 - 1330 of 13239 results for "Adviser" |
| | | A key Morningstar executive is taking on the newly created role in May. Annika Bradley has been appointed senior manager, investment specialist (policy and advice) at UniSuper. She is currently director, manager research ratings for Asia Pacific at ... |
| | | | GBST has enhanced its WealthConnect platform, introducing the capability to model interactive superannuation, pension, and self-managed super fund (SMSF) strategies. In May 2023, GBST acquired WealthConnect from Creativemass, a financial software provider ... |
| | | | ... available direct to consumers, the retirement options will be available to financial advisers once Vanguard Super's adviser portal - currently in pilot phase - is up and running, alongside the MySuper option. The portal is expected to launch within ... |
| | | | The federal court will soon determine if it will approve the $16 million to settle the class action against E&P Financial Group as some victims of Dixon Advisory and Superannuation Services (DASS) are running out of time to make a claim. On 3 April ... |
| | | | Copia Investment Partners has won a partnership with HSBC Asset Management to distribute a strategy to retail investors. Copia will make the HSBC Global Infrastructure Equity Fund available to retail investors after it was launched to the institutional ... |
| | | | ... underscore its ongoing evolution and expansion efforts in the region. "VanEck has become the go-to ETF provider among the adviser community," Neiron said. "We are the leader in smart beta ETFs and the leading innovator in the country." He added that ... |
| | | | MLC Life Insurance has appointed Mirella Robinson to the newly created role of chief technology officer. Robinson, who brings 20 years' experience to the role, most recently served as chief information and technology officer at Cbus. Prior to Cbus ... |
| | | | ... Financial Advice Matters Group. Its profit after tax was $4.9 million and gross revenues came in at $140.5 million. In its adviser numbers it saw net growth of 17 across the licensed and self-licensed channels, with its total now sitting at 1338. It ... |
| | | | A judge has ordered financial adviser Canna Campbell to pay $113,791.50 in legal costs after she was found guilty of trademark infringement. Justice Manousaridis in the Federal Circuit Court of Australia ordered Campbell, founder of SugarMamma TV and ... |
| | | | ... said that they are "probably more proximate and they have a need to support existing clients who may no longer have an adviser, for example." "So, my guess is that they will move more quickly than the banks," she said. |
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