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Showing 1391 - 1400 of 13246 results for "Adviser"

Interest rates drive adviser conversations in 2024

KARREN VERGARA  |  THURSDAY, 25 JAN 2024
... clients with mortgages are bearing the brunt of rate increases. Your Wealth Hub chief executive and principal financial adviser Gavin Glozier said recalibrating strategies for first-time homebuyers has proven to be a more intricate process compared to ...

Insignia Financial touts strong start to FY24, simplification

JAMIE WILLIAMSON  |  THURSDAY, 25 JAN 2024
Insignia Financial has reported more than $300 billion in funds and named a chief client officer to run the newly created client wellbeing arm as it progresses its simplification strategy. In a quarterly update, Insignia said its funds under management ...

Generation Development Group nears $3bn

ANDREW MCKEAN  |  TUESDAY, 23 JAN 2024
Generational Development Group (GDG) has reported a 24% increase in funds under management (FUM) from the previous year, reaching nearly $3 billion as of December 2023. In an ASX announcement, GDG also reported FUM growth of $232 million between September ...

Aussies want advice from their super fund: CFS

CHLOE WALKER  |  TUESDAY, 23 JAN 2024
... Australians aged over 18 years old between July and September 2023, included 456 respondents who currently have a financial adviser. It found that almost half (44%) of consumers who have never received personal advice want their super fund to provide ...

Ethical ETF assets surge in 2023: Analysis

RACHEL ALEMBAKIS  |  MONDAY, 22 JAN 2024
Funds under management for ethical, responsible and sustainability-themed ETFs surged by more than 24% during 2023, amid a strong year for ETFs broadly. Betashares' latest Australian ETF Review calculates the local ETF industry at a total industry ...

Adviser registration deadline moves to February 16

KARREN VERGARA  |  FRIDAY, 19 JAN 2024
ASIC has again pushed back the financial adviser registration deadline in fear that many relevant providers will not make the February 1 cut off. The 4036 advisers who as of January 18 have outstanding registrations, according to ASIC, now have until ...

CFS Edge launches Cboe products

CHLOE WALKER  |  FRIDAY, 19 JAN 2024
Financial advisers using Colonial First State's (CFS) new platform CFS Edge can now access quoted products from Cboe Australia (Cboe). Cboe Australia president Emma Quinn said the new partnership is the latest step in Cboe's journey to provide local ...

Advisers urged to check ASIC registration status

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
... 6000 advisers are yet to be registered by their licensee. If they miss the deadline and continue to provide advice, the adviser and their licensee may face regulatory action. "While there have been a number of communications about this new obligation ...

KKR rolls out alternatives education solution

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2024
KKR has launched a digital education platform to help financial advisers and individual investors better understand the alternatives landscape. The KKR Alternatives Unlocked platform offers macroeconomic insights, investment perspectives and educational ...

Powerwrap bleeds $334m in outflows

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2024
... by relatively small numbers of client movement," Praemium chief executive Anthony Wamsteker said. "Absent any further adviser movements, it is currently estimated that the rate of outflow from advisers who have transitioned to a non-Powerwrap licence ...