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Showing 1861 - 1870 of 9816 results for "Advisers"

Disclosure lacking in common ownership: Committee

JAMIE WILLIAMSON  |  FRIDAY, 18 MAR 2022
... dissent from management recommendations," the report reads. "The committee's view is that the use by funds of proxy advisers such as ACSI can provide a method for coordinating voting on given shareholder issues. While proxies may deny it, the efficiency ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
The number of financial advisers is close to dipping below the 17,000 mark as more than 700 recently exited the industry. As of March 17, the ASIC Financial Adviser Register recorded 17,246 active advisers, Rainmaker modelling of the data reveals. On ...

TAL wins life company award for 2021

KARREN VERGARA  |  THURSDAY, 17 MAR 2022
TAL has taken out the Association of Financial Advisers' 2021 Life Company of the Year Award for the fifth consecutive year. TAL also won the Overall Platinum and Income Protection categories. NEOS Life took home four awards for Service Quality, Trauma ...

Milford adds to global product suite

JAMIE WILLIAMSON  |  THURSDAY, 17 MAR 2022
Milford Asset Management is bringing three new funds to the Australian market, targeting financial advisers and investors looking for globally diversified solutions. The expanded global offering follows Milford's appointment of a head of global equities ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
The Financial Planning Association holds the lion's share of membership as nearly 40% of advisers report they are part of the professional body. Some 38% or 7239 active advisers on ASIC's Financial Adviser Register are members of the FPA based on the ...

Hostplus commits to net zero

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
Industry fund Hostplus has committed to net zero by 2050, in line with Australia's commitment to the Paris Agreement. "Climate change represents a significant financial risk to global markets and economies over the longer term. We have a responsibility ...

Macquarie AM goes after US HNWs

ELIZABETH MCARTHUR  |  TUESDAY, 15 MAR 2022
... institutional-quality alternative investment strategies for high-net-worth investors. The company provides financial advisers and their clients access to private equity, hedge funds, and real estate opportunities and strategies. Its offering is structured ...

Startup launches risk retention option

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... financial certainty for them at time when they may need it most. The startup is currently canvassing a network of financial advisers in a bid to maintain the client relationship and help them "deliver on their best interest obligations". KPMG estimates ...

ETF investors soar to 1.7m

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... a further 275,000 investors surveyed said they intend to invest in the strategies over the next 12 months. Financial advisers are also increasingly adopting passive strategies in portfolios. About 27% used ETFs in their core portfolio allocation, up ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... $8 million. The transaction will create one of the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. Synchron co-founders Don Trapnell and John Prossor will assume new roles and receive ...