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Showing 131 - 140 of 4167 results for "Financial advisers"

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... services Millennials out of South Yarra, joins Beaumaris-based Vista. The group now employs 20, comprising five financial advisers, a mortgage broker, and 14 support staff. Vista managing director Tyson Roberts told Financial Standard that the group ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... women." "CALI is committed to supporting a vibrant and sustainable industry and address the decreasing number of financial advisers in Australia," she said. "We are confident that the ReCALIbrate recipients will find the FAAA Congress engaging and informative ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... the financial vehicles and assets they believe will help them achieve those goals and their perceptions of financial advisers. The respondent base had quotas of at least 15% retirees, 15% over-50 (aged 50-84), 15% high-net-worth individuals (HNWIs) and ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...

AUSIEX, Saxo launch new adviser trading solution

CHLOE WALKER  |  THURSDAY, 28 SEP 2023
AUSIEX teamed up with Saxo Australia to deliver an integrated international trading solution for financial advisers. The partnership will allow financial advisers to directly trade and own international equities and exchange-traded funds (ETFs) across ...

Betashares carves slice of superannuation pie

CHLOE WALKER, JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... and engagement," Vynokur said. "We are privileged to serve over one million Australian investors and their financial advisers today. Over the course of the next decade, we have a vision for the firm to continue developing into a leading, independent ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
... Bridges. Across its other brands, Insignia introduced a partnership ownership model for RI Advice Group, Consultum Financial Advisers, and TenFifty. It retained a small stake in Godfrey Pembroke and wants to offload Millennium3. One month later, Mota ...

EQT launches new wholesale fund down under

CHLOE WALKER  |  TUESDAY, 26 SEP 2023
... raising Australia Martin Donnelly said it comes in response to growing demand from local wholesale investors, financial advisers, private banks, and family offices for diversified private asset solutions. "Australian wholesale investors, along with their ...

VanEck to launch three fixed income ETFs

ANDREW MCKEAN  |  TUESDAY, 26 SEP 2023
VanEck is set to launch three Australian government bond ETFs, giving investors and financial advisers access to various maturity profiles. The funds management firm's upcoming product suite, scheduled for release on September 28, introduces three ...

Advisers boost client portfolios 5.9%

KARREN VERGARA  |  MONDAY, 25 SEP 2023
The expertise of financial advisers can make a 5.9% difference in the value of client portfolios compared to those who are non-advised. According to Russell Investments' 2023 Value of an adviser report, not only can advisers help boost client assets ...