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Showing 1601 - 1610 of 13243 results for "Adviser"

Count welcomes Rockhampton practice to network

STAFF WRITER  |  TUESDAY, 29 AUG 2023
Rockhampton firm TISLife is the latest practice to join the Count adviser network. TISLife, started in 2015, is run by managing director Andrew Thackeray and specialises in insurance advice. It officially joined the Count fold earlier this month. "Our ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... Investments is catering to those investors and advisers who wish to invest according to their values," Russell head of adviser and intermediary solutions in Australia Neil Rogan said. The new options give retail and wholesale investors access to some ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
MA Financial Group has reported strong growth in its private credit book, rising 59% to $564 million, with joint chief executive Chris Wyke saying the group's focus on the asset class is paying off. This, the group said was driven by the accelerating ...

Millions of Aussies investing in collectibles

CASSANDRA BALDINI  |  MONDAY, 28 AUG 2023
More than one quarter of all Australians are turning to collectibles to make money, including Pokemon cards, handbags, and designer furniture. According to data from Finder, 28% of Australians, representing 5.6 million individuals, have invested in ...

SuperConcepts to take over AET platforms clients

JAMIE WILLIAMSON  |  FRIDAY, 25 AUG 2023
Equity Trustees has inked a deal with SuperConcepts to ensure the clients of Australian Executor Trustees' platforms business continue to receive specialist administration services. When EQT acquired AET from Insignia Financial last year, it flagged ...

Former AFA president Dugald Mitchell remembered

KARREN VERGARA  |  FRIDAY, 25 AUG 2023
Dugald Mitchell, a former president of the Association of Financial Advisers (AFA), passed away on August 18 at the age of 89. Mitchell was an active member and leader of the AFA, playing key roles as a member of the National Education Committee and ...

Former Morningstar executive in new role

ELIZABETH FRY  |  FRIDAY, 25 AUG 2023
... for a more contemporary approach to research that puts local clients at the forefront of our thinking and enables better adviser decision-making for their clients' portfolios." Meantime, Insight has also added to its consulting team, with Leo Mauceri ...

Guideway launches file note AI tool

KARREN VERGARA  |  THURSDAY, 24 AUG 2023
Guideway Financial Services has a new tool built on generative artificial intelligence (AI) that accurately converts client conversations into file notes, saving financial advisers up to two hours in administration time. FinTalk, which was built in-house ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON  |  THURSDAY, 24 AUG 2023
... guidance and advice through all stages of life." The division brings together the client experience teams of its employed adviser channels, Bridges and Shadforth Financial Group. It will be led by a chief client officer, a newly created role that is ...

SG Hiscock partners with US fund manager

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2023
... multi-boutique suite. Pacific Current Group is responsible for institutional distribution, while SG Hiscock covers the adviser market and distribution of global small caps only. EAM chief investment officer Travis Prentice said: "SG Hiscock & Company ...