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Showing 201 - 210 of 5069 results for "Financial Adviser"

BlackRock unveils new gold ETF

CHLOE WALKER  |  TUESDAY, 17 OCT 2023
The BlackRock iShares Physical Gold ETF (GLDN) will soon be available to financial advisers and investors, offering exposure to physical gold at a low cost. Priced at 18 basis points (or 0.18%), GLDN reflects the fund manager's commitment to providing ...

GQG adds local sales staffer

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... Muneeza Killen. The recruit has more than 15 years of experience in the finance industry, including 13 years as a financial adviser, during which time he owned and operated his Geelong-based practice for four years. Most recently, Pantè worked at Macquarie ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
Perpetual Asset Management has appointed longstanding wealth operative Tom Loneragan as head of listed and direct. In this role, Loneragan will sit within the distribution and sales team and report to the firm's head of wealth, Lee Hopperton. The ...

FAAA names inaugural awards finalists

CASSANDRA BALDINI  |  WEDNESDAY, 11 OCT 2023
The Financial Advice Association Australia (FAAA) has announced the 2023 finalists for its suite of awards, to be presented at its annual Professionals Congress in November. The newly merged entity has launched its inaugural awards, spanning six categories. ...

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... all our clients, and this partnership will enable us to do just that." Under his new home, Chew is a senior financial adviser and takes on the role of head of advice. After approaching Vista, Chew said he was "really excited about Vista's vision ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... looks to boost the number of women in risk advice. The inaugural ReCALIbrate recipients include Zurich Assure financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial ...

Aussies largely unsure of legacy plan: Research

CHLOE WALKER  |  FRIDAY, 6 OCT 2023
... shows that people are overwhelmed by investment options so choose to take no action. "With the support of a financial adviser, you can build, protect, leave and preserve the legacy that's right for you, whether you want to give your child a financial ...

Advised Aussies more financially confident: Research

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
... finds that 75% of Australians earning $120,000 or less per annum feel financially confident with the help of a financial adviser compared to those who aren't advised. The survey of more than 1000 respondents canvassed by the Financial Planning Standards ...

Adviser cops 10-year sentence

KARREN VERGARA  |  FRIDAY, 6 OCT 2023
A former financial adviser who took more than $10 million from clients to fund his lavish lifestyle will spend the next 10 years in jail. Judge Wraight sentenced Terence Rio Nugara to nine years and 11 months imprisonment at the Victoria County Court ...

Smart beta 'taking over' active management share: VanEck

ANDREW MCKEAN  |  THURSDAY, 5 OCT 2023
Financial advisers are increasingly incorporating smart beta ETFs in clients' investment portfolios, a survey shows. According to the latest VanEck Smart Beta Survey, over 80% of financial professionals plan to maintain or increase their smart beta ...