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| | | Evidentia Group has appointed a new chief investment strategist, effective early April. Gareth Aird will join early next month to lead the firm's macroeconomic research capabilities, including strong focus on interest rates, inflation, currency movements ... |
| | | | ... marketing, require explicit informed consent before member data is used or transferred for super related purposes and ban adviser referral payments to lead generators." Additionally, the fund called for improved transparency for financial products to ... |
| | | | ... North America," Gray said. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team ... |
| | | | MLC Expand has rolled out the retirement phase of its Retirement Boost offering announced last year. It had soft launched the product's saving phase in August in partnership with TAL and Challenger. Advisers can now recommend MLC Retirement Boost ... |
| | | | ... Australians' financial wellbeing and to their confidence at retirement - and great advice from a professional financial adviser can make a very positive difference." Schubert said the patterns in the data suggest the effect of other influences. "Alarm ... |
| | | | A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ... |
| | | | ... a fully franked interim dividend of 0.25 cents per share, payable on March 26. The performance was driven by increased adviser productivity and continued growth in adviser and practice revenues, operating leverage benefits from cost management, technology ... |
| | | | ... is the integration of human help into the Retirement Manager experience, with users able to book an appointment with an adviser within the platform to discuss and further refine their plan if they need to," Aware Super said. Travis noted that while Aware ... |
| | | | Generation Life has expanded its investment menu with five new options across private markets, geared strategies and global small caps. It said the enhancements provides investor access to asset classes traditionally reserved for institutional investors ... |
| | | | ... consultants. arcpoint OCIO said its offering is designed to support advisers in the evolving environment and to ensure the adviser's philosophy is retained consistently amid change. "The demands on adviser-led practices have become increasingly complex. ... |
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