Search Results | Showing 121 - 130 of 9790 results for "advisers" |
| | | ... Yarra Capital Management chair and head of Australian equities Dion Hershan said. Speaking at the Financial Standard Advisers Big Day Out (ABDO) in Sydney today, Hershan said the old investment playbook is breaking down as we enter unconventional times ... |
| | | | ... Russell Investments head of distribution in Australia and New Zealand Neil Rogan said the portfolio aims to accommodate advisers and their clients' appetite across the private sector. "Advisers have wanted to incorporate private markets into portfolios ... |
| | | | ... investment management and global equity for Asia-Pacific Duncan Burns said unsophisticated investors with no process and advisers should still stick to complete index investing. However, on the other end, he said sophisticated investors who want active ... |
| | | | ... and financial adviser Roger Perrett commiserates with impacted investors and says the flow-on effect it's had on advisers has been profound. "It is also so disappointing for the advice industry. It is unfortunate. It's a case of, 'here we ... |
| | | | ... serving the 'mass disengaged' with simple, low-cost products aimed at 'low touch, low balance' members, or providing advisers with advanced technology to deliver quality services to 'high touch, high balance' members." On average, superannuation funds ... |
| | | | Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ... |
| | | | ... $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with the failures of the Shield and First Guardian funds has had a large bearing ... |
| | | | ... institutional-quality infrastructure investing to Australia's wealth market." "Through the S64 Australian Unit Trust Platform, advisers and their clients gain a seamless, technology-enabled gateway to a globally diversified infrastructure portfolio managed ... |
| | | | ... influenced by social media ads and lead generation," Schubert said. FSC, however, said platforms are usually accessed using advisers, who use them to structure investments inside and outside super to suit a client's broader financial circumstances. ... |
| | | | ... technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data from an advice practice's existing technology ... |
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