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Showing 2011 - 2020 of 4746 results for "Financial advisers"

Advisers wary of unlisted assets: Sunsuper

ELIZABETH MCARTHUR  |  THURSDAY, 30 MAY 2019
Many financial advisers believe unlisted assets lack transparency and are illiquid, growth investments. At the Sunsuper Adviser Roadshow in Sydney yesterday, an audience of advisers was informally polled on their thoughts about alternative, unlisted ...

Alternatives manager adds former Morningstar head

HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... investors, as the firm seeks to grow its Australian business with institutional and wholesale investors "including financial advisers and platforms". CFM head of Asia Pacific Steve Shepherd said Stanford's role was crucial for CFM as it continues to ...

SSGA launches four model portfolios

KARREN VERGARA  |  THURSDAY, 30 MAY 2019
... domestic and international equities, investment grade and high-yield debt securities. After talking to several financial advisers and brokers, head of SPDR ETFs for Australia and Singapore Meaghan Victor said the asset manager found an opportunity to ...

Retail clients win under new ASIC powers: Lawyers

KARREN VERGARA  |  TUESDAY, 28 MAY 2019
... gatekeeper to minimise the risk of loss of investment by retail clients," the paper reads. This also suggests that financial advisers "appear to have less importance in the financial services industry than previously expected." New and Battaglia urged ...

Active managers overcharge: Research

KANIKA SOOD  |  TUESDAY, 28 MAY 2019
... factors instead of skill, according to new research by VanEck. This may come as a surprise for investors and financial advisers used to shelling out 111bps on average for an actively-managed Aussie equities fund. The results are from a study conducted ...

Super gets an insider in ministry reshuffle

HARRISON WORLEY  |  MONDAY, 27 MAY 2019
... said the council will lobby the new team on a number of fronts, including forming one regulatory regime for financial advisers. "The new Treasury team brings enormous financial policy experience to the Parliament, which will provide Australia with much ...

Former OneVue exec joins listed fund manager

ELIZABETH MCARTHUR  |  MONDAY, 27 MAY 2019
... said: "Clime has enhanced its investment offer and is actively investing in future growth through supporting financial advisers with high quality investment products for their clients." "We are pleased to have Stephen join our team and his expertise ...

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
Financial advisers can expect to lose clients as they search for more flexible solutions and value in their relationships. This is according to a new wealth management report from EY, which examines why Australians are not leaving their financial advisers ...

Zenith acquires New Zealand firm

ELIZABETH MCARTHUR  |  WEDNESDAY, 22 MAY 2019
... agreement with NZX Limited to acquire New Zealand research business FundSource. FundSource has supplied analysis to financial advisers and fund managers since 1983, making it an established brand in the New Zealand market. The research company monitors ...

Nikko AM adds BDM

JAMIE WILLIAMSON  |  TUESDAY, 21 MAY 2019
... Bluzmanis, Casey will focus on delivering the fund manager's Australian equities offering to independent financial advisers and growing dealer groups. Casey was a business development manager at Lonsec for 18 months, prior to which he was a senior ...