Search Results | Showing 1461 - 1470 of 13240 results for "Adviser" |
| | | In the face of increasing inflation and global uncertainty, local investors expect positive returns in the coming year, according to Schroders' Global Investor Study 2023. Conducted between May 26 and July 31, the study surveyed over 23,950 investors ... |
| | | | ... towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise the significant impact of yield considerations ... |
| | | | COG Financial Services (COG) has withdrawn its proposal to acquire Diverger, citing concerns that shareholders may not support its $27 million offer. Last month, COG presented its non-binding indicative offer, stating its intention to pay $1.4083 per ... |
| | | | E&P Financial Group has settled a class action relating to investment advice representatives gave for its in-house product, the Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial ... |
| | | | ... offers with minimal unintended or costly insurance or tax consequences." Meanwhile, Vanguard Australia head of financial adviser services Balaji Gopal said the ability to offer Vanguard's Diversified Managed Account Strategies through HUB24's new Discover ... |
| | | | ... advisory firm Nestworth and Fortnum Private Wealth. AZ NGA, through Nestworth, will acquire Australian Unity's employed adviser and corporate superannuation services business. Concurrently, Fortnum is set to purchase Australian Unity Personal Financial ... |
| | | | A new strategic partnership between Praemium and researcher CoreData aims to deliver research-driven product enhancements, client education initiatives, and thought leadership from the industry. Firstly, in using CoreData's research capabilities ... |
| | | | A former financial adviser who was jailed for breaching COVID-19 border restrictions to attend the AFL Grand Final had his ASIC banning order reduced. Mark Babbage, who was an authorised representative of Wealthsure and Capstone Financial Planning ... |
| | | | ... (Recommendation 7). "Superannuation trustees should be able to pay a fee from a member's superannuation account to an adviser for personal advice provided to the member about the member's interest in the fund on the direction of the member," ... |
| | | | Dimensional Fund Advisors has, for the first time, forayed into the local exchange-traded funds (ETFs) market, launching three actively managed core equity strategies. The three products, which began trading today, are offered in a dual-access structure ... |
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