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Showing 2311 - 2320 of 9816 results for "Advisers"

BetaShares opens NZ office, makes hire

ANNABELLE DICKSON  |  WEDNESDAY, 5 MAY 2021
... Vynokur told Financial Standard the business has developed longstanding relationships with institutional investors and advisers in New Zealand over the years which it was managing from its Sydney office, but the time had come to establish a permanent ...

The other side of the ETP growth story

ELIZABETH MCARTHUR  |  WEDNESDAY, 5 MAY 2021
... down during COVID-19 volatility, Aussie equities active managers largely failed to beat the benchmark. He said to the advisers in the audience that this should be pause for thought on whether investment fees in more expensive active funds were really ...

Macquarie finalises Waddell & Reed acquisition

KARREN VERGARA  |  TUESDAY, 4 MAY 2021
... advisory firm, broker-dealer and registered investment advisor custodian, for US$300 million. Some 900 Waddell & Reed advisers have joined LPL. LPL expects to onboard the advisers over the next few months. MAM will retain Waddell & Reed's asset management ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Sydney, StrategyOne was previously part of the Fitzpatricks network. It has a team of nine, including three financial advisers who specialise in strategic advice. StrategyOne managing director Virginia Heyer said the clean licensee model and commitment ...

Crestone expands national footprint

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... Westpac Private associate director Nicholas Hamersley and Westpac Premier lending area manager Ida Wong. All will be advisers, reporting to Purcell. Crestone said these appointments reaffirm its commitment to the provision of high quality, professional ...

Bellmont adds to distribution team

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... business that we've been working with for over three years, I can't think of anyone better placed to communicate to advisers the value of our offering and guide them through the sometimes-tricky process of moving clients across from a legacy ...

Proxy advisers under scrutiny

ELIZABETH MCARTHUR  |  MONDAY, 3 MAY 2021
Proposed new legislation will see proxy advisers forced to be much more transparent on how and why they vote on matters put to shareholders. The government is proposing to reform proxy voting by requiring superannuation funds to disclose more detailed ...

Midwinter hires chief commercial officer from AMP

KARREN VERGARA  |  MONDAY, 3 MAY 2021
... included head of platform innovation and strategy, and head of advice transformation. He also worked at Genesys Wealth Advisers and AXA. Davison was most recently an adviser to the chief executive of Better Trade Off, a Singapore-based fintech developing ...

Midwinter integrates with myprosperity

KARREN VERGARA  |  FRIDAY, 30 APR 2021
Midwinter Financial Services has integrated with client portal solution provider myprosperity. Financial advisers using Midwinter's financial planning solution AdviceOS can now log into myprosperity and extract data such as personal details, entities ...

Hamilton Wealth Partners co-founder leaves

KANIKA SOOD  |  FRIDAY, 30 APR 2021
... Baranow and John Green. Hamilton has appeared on Financial Standard 's FS Power 50 list and Barron's list of top financial advisers in Australia.