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Showing 1371 - 1380 of 13240 results for "Adviser"

Euroz Hartleys, Mason Stevens sign partnership

JAMIE WILLIAMSON  |  TUESDAY, 6 FEB 2024
Euroz Hartleys will use Mason Stevens' outsourced chief investment office (CIO) service to ensure the unique investment needs of its clients are met via an enhanced capability. Euroz Hartleys said the partnership is testament to its dedication to ...

Unlicensed crypto investor faces jail time

CHLOE WALKER  |  TUESDAY, 6 FEB 2024
A Queensland man has been charged with nine offences and is facing imprisonment for running a financial services business without a licence. The charges were filed after an investigation by ASIC, which discovered that Aryn Hala had made promises to ...

iExtend finds interim arrangement to operate

KARREN VERGARA  |  TUESDAY, 6 FEB 2024
... arrangement is an important development in iExtend's journey as it demonstrates the businesses commitment to maintain adviser engagement and conversations which are key foundational pillars to the co-ownership offer, he said. "We have always been ...

BlackRock iShares adds to factor ETFs

JAMIE WILLIAMSON  |  MONDAY, 5 FEB 2024
BlackRock is set to add momentum, quality, and value ETFs to its range of iShares Factor ETFs. They will also be the first of the manager's products to be listed on Cboe Australia. BlackRock iShares is introducing three new ETFs later this month, while ...

Sequoia strikes deal to acquire Clique Paraplanning

ANDREW MCKEAN  |  MONDAY, 5 FEB 2024
Sequoia Financial Group has acquired the business assets of Clique Paraplanning in cash on an earn out revenue multiple of about one. According to an ASX announcement, the deal comprised of $150,000 in cash and $60,000 in shares. The earn out and final ...

Dirigere Advisory rebrands to Intelligent Planning

KARREN VERGARA  |  FRIDAY, 2 FEB 2024
... Canberra-based Hayes & Co, and Perth-based NOR Financial. Matthew Wallis joined the fold last December. He has been a financial adviser with Beta Advice since April 2022 and before that was a state manager and financial adviser at Synchron for four years. ...

AI mania will underwhelm advice: Finura

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... the challenges advisers face as rapid developments of artificial intelligence like ChatGPT disrupt every sector. In the adviser space, though, the report finds that advisers continue to grapple with technology adoption and training - even with systems ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... or qualification. Jones also wants to amend transitional arrangements for tax (financial) advisers. This is so that an adviser will be taken to meet the education requirements to be a qualified tax relevant provider if they were registered with the Tax ...

Gender pay gap reporting to be scrutinised

ROSE MARY PETRASS  |  WEDNESDAY, 31 JAN 2024
From tomorrow, Australian companies with 100 or more staff must publish the median pay gap between their male and female employees. While it sounds simple enough, some experts believe corporates are not prepared for what's to come. The Workplace ...

JPMAM partners with NZ wealth firm

KARREN VERGARA  |  TUESDAY, 30 JAN 2024
J.P. Morgan Asset Management (JPMAM) is joining forces with a New Zealand-based private wealth firm that has $28 billion of client funds under management. Craigs Investment Partners (CIP), a high-net-worth advisory firm that also provides investment ...