Search Results | Showing 161 - 170 of 13229 results for "Adviser" |
| | | ... staying private for longer, the firm said, noting more opportunities are occurring outside listed markets, ramping up adviser demand. Russell Investments head of distribution in Australia and New Zealand Neil Rogan said the portfolio aims to accommodate ... |
| | | | BlackRock said Australian ETF investors are preferring local equities over the US as global unrest rises due to the conflict in the Middle East. It's flagship IOZ ETF, which provides investors exposure to Australian S&P/ASX200 stocks, saw flows ... |
| | | | ... liquidation. "It had a legitimate name, and I went on to research the company. AusCompare then allocated me to a financial adviser at Reilly Financial. I talked to the adviser and did my due diligence, Google checking and so forth," Kee says. This took ... |
| | | | ... budgets funded by larger total fees collected," Mercer said. Platform funds, meanwhile, are expected to grow from strong adviser-led inflows - from 10% today to 14% in 2035. They offer a median of 489 investment options compared to 13 for non-platform ... |
| | | | ... certainty. I'm not going to make a quick move, and that's because I'm in a managed account, I work with a financial adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as ... |
| | | | ... slashed $4.7 million in intangible assets relating to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about 312 at the end of 2024, prior to the Shield ... |
| | | | S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ... |
| | | | ... correct to infer that a superannuation consumer who has switched out of a default fund on the recommendation of a financial adviser has necessarily been subject to predatory lead generation or poor advice, and the default funds making that claim do not ... |
| | | | ... current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible investment adviser at HESTA, the $101 billion industry fund for health and community workers. At HESTA, she set up the investor-led initiative ... |
| | | | Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ... |
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