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Showing 1761 - 1770 of 9816 results for "Advisers"

AMP appoints general manager, wealth distribution

CHLOE WALKER  |  THURSDAY, 7 JUL 2022
... year, it's an exciting time for AMP," Sorgini said. "The team and I look forward to continuing to meet and engage with advisers, where we know there is a growing appreciation for the quality of AMP's wealth offers." Maloney added: "Lisa is a highly experienced ...

CountPlus takes stake in WSC Group

ANDREW MCKEAN  |  TUESDAY, 5 JUL 2022
... the licensee's plan to continue its focus on strategic growth, this year to date, Count Financial has appointed 51 new advisers. Prior to the WSC acquisition, in April, BWC Wealth Partners was the latest firm to join Count Financial's national advice ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... to offer clients an investment bundle and was originally invented to create trades in a central place, for financial advisers to report manage and transact. "It was also a new way to manage tax and was a real look through to the underlying client from ...

Diverger takes stake in McGregor Wealth Management

CHLOE WALKER  |  MONDAY, 4 JUL 2022
... assist in their next phase of growth. "Diverger's strategic intent is to be a market leading provider of services to advisers," it said. "Investment in growing adviser practices enhances the contribution to Diverger's Wealth Solutions division through ...

BlackRock appoints head of iShares, index investment

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... industry experience, Collins has an in-depth understanding of the needs of all types of Australian investors. "From wealth advisers building model portfolios for their clients to superannuation funds looking to build scale and access global insights," ...

FS Power50 nominations open for 2022

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... Nominations have opened for the FS Power50, Financial Standard 's annual list of the 50 most influential financial advisers in Australia. Now in its ninth year running, the FS Power50 guide is a premium reference to the trailblazers and game-changers ...

Talent shortage impacts demand for regional advice practices

JAMIE WILLIAMSON  |  MONDAY, 4 JUL 2022
... to collect the sale proceeds overs a year before moving into retirement or changing careers, but qualified financial advisers are impossible to find outside of the capital cities. "Radar Results buyers are no longer prepared to risk not having support ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...

SEC fines UBS Financial Services over fraud charges

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... charges related to a complex options trading strategy it sold to investors without adequately educating their financial advisers on the product's risks. The Yield Enhancement Strategy, or YES, was sold to about 600 investors through financial advisers ...

ETF Securities appoints business development manager

CHLOE WALKER  |  THURSDAY, 30 JUN 2022
... added: "We are delighted to have someone of Arjun's experience join our growing team." "We are passionate about helping advisers find suitable investment products and Arjun brings deep knowledge to the team as we continue to expand our suite of ETFs. ...