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Showing 1491 - 1500 of 13240 results for "Adviser"

Power50: Most influential advisers named

STAFF WRITER  |  MONDAY, 30 OCT 2023
Now in its 10 th year, the Financial Standard Power50 list showcases the most influential financial advisers in the country in 2023. Financial Standard has released its annual Power50 list, comprising a vibrant and diverse mix of familiar faces and ...

Adviser numbers steady, but shortfall predicted

CHLOE WALKER  |  MONDAY, 30 OCT 2023
... people aged 55 to 84 years over the next decade. Statistically based projections suggest that, by 2033, Australia's adviser numbers will sit in the range of 15-18,000, Rainmaker said. "If the adviser numbers reach their upper level, they may just ...

Stockspot launches two options

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
Robo-adviser Stockspot has launched two investment options that aim to protect investors from soaring inflation and generate higher levels of income respectively. The Topaz Inflation portfolio invests exchange-traded funds cover a range of countries ...

High-performing firms reveal strategies behind success

KARREN VERGARA  |  FRIDAY, 27 OCT 2023
... proposition. The research shows that high-performing firms are supported on average by 1.8 full-time equivalent support staff per adviser," she said. High performers tend to service 30% more clients than other firms on average and can serve them with ...

Russell Investments executes local leadership revamp

ANDREW MCKEAN  |  THURSDAY, 26 OCT 2023
Russell Investments has devised a series of executive appointments to bolster the firm's expansion efforts across the APAC region. Tim Furlan, with nearly two decades of experience in senior roles at Russell Investments' Master Trust and Superannuation ...

Betashares launches investment platform, targets retail investors

ANDREW MCKEAN  |  WEDNESDAY, 25 OCT 2023
... executive Alex Vynokur commented. Additionally, Vynokur flagged that the company is "actively exploring" the development of adviser-specific features, including a referral program to link investors with more complex needs to advisers, which "will be ...

ASIC loses case against Diversa

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2023
... Diversa, alleging it had breached the law by allowed Australian Super Find, the Australian Dealer Group, and financial adviser Nizi Bhandari to sign members up to YourChoice Super, saying Diversa was aware the business and the adviser were being investigated ...

Morningstar eyes super space with new hire

ANDREW MCKEAN  |  TUESDAY, 24 OCT 2023
Morningstar Australasia has appointed the former chief executive of Adviser Ratings to the newly created role of senior vice president, enterprise sales, to steer the research firm's growth in the superannuation and retirement sectors. Mark Hoven has ...

CFS Edge adds 25 managed accounts to menu

STAFF WRITER  |  MONDAY, 23 OCT 2023
Colonial First State has expanded the investment menu on its new platform, adding options from Atchison Consultants, Drummond Capital, and Russell Investments. It's also added a new nesting capability. From Atchison, CFS Edge has added four diversified ...

Insignia's managed account FUM swells

STAFF WRITER  |  MONDAY, 23 OCT 2023
Insignia Financial's managed accounts solutions have grown by about 42% in the past 12 months. The group said there's now more than $6 billion in funds under management across its range of managed account solutions. About 55% of this is held in managed ...