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Showing 1541 - 1550 of 13243 results for "Adviser"

US regulator fines DWS US$25m for greenwashing, AML offences

RACHEL ALEMBAKIS  |  TUESDAY, 26 SEP 2023
DWS Investment Management's American operations will pay the US Securities and Exchange Commission US$25 million to settle charges stemming from greenwashing claims and failures to develop an anti-money laundering (AML) program for mutual funds it advised. ...

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
... 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, but they can also help navigate the practical and emotional burdens ...

NextGen Financial Group forced into liquidation

KARREN VERGARA  |  MONDAY, 25 SEP 2023
... managing director of NextGen. NextGen has a string of advisers that landed in hot water. Most recently, former NextGen adviser David Mario Valvo was banned from leaving the country and saw his assets frozen as ASIC investigates if he inappropriately ...

Nanuk hires from Ellerston

KARREN VERGARA  |  MONDAY, 25 SEP 2023
Nanuk Asset Management has appointed a business development consultant from Ellerston Capital. The fund manager hired Rory Irvine to help meet growing demand from financial advisers and family office clients. Irvine spent nearly two years as the investor ...

MLC Life unveils retail discounts

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
MLC Life Insurance has introduced several discount changes that can save new and existing retail customers up to 50% across various products. For financial advisers and new clients, MLC Life has applied a range of discounts across different products ...

Count to take over Diverger

KARREN VERGARA  |  FRIDAY, 22 SEP 2023
Count is making a play for Diverger, in a deal that will create an entity with $29 billion in funds under management and advice, and house 550 financial advisers. The two ASX-listed firms have entered into a binding scheme implementation deed in which ...

Betashares expands fixed income range

CHLOE WALKER  |  THURSDAY, 21 SEP 2023
The Betashares Inflation-Protected US Treasury Bond Currency Hedged ETF (UTIP) and the Betashares US Treasury Bond 7-10 Year Currency Hedged ETF (US10) have been added to the fund manager's range of fixed income solutions. UTIP aims to track the performance ...

Josh Frydenberg takes over as Goldman Sachs chair

CASSANDRA BALDINI  |  THURSDAY, 21 SEP 2023
... strengthening client coverage across the ANZ region. He originally joined the investment giant last July as a senior regional adviser for Asia Pacific and takes on the new role in addition to his current duties, which include offering advice on economic ...

OTPP, PGGM chief investment officers resign

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
... work closely with Hindo over the coming weeks to ensure a smooth transition, after which Hindo will work primarily as an adviser to Taylor for the remainder of the year. Meantime, Dutch pension fund manager PGGM will also bid farewell to its chief investment ...