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Showing 2451 - 2460 of 9816 results for "Advisers"

Kearney Group launches responsible managed portfolios

ELIZA BAVIN  |  MONDAY, 1 FEB 2021
... and investment decision-making process," he said. Kearney added that he believes it is a moral obligation for financial advisers to consider ESG performance for clients. "We know ESG has direct financial relevance and is a good indicator of long-term ...

PPS Mutual hires from BT

ANNABELLE DICKSON  |  MONDAY, 1 FEB 2021
... NSW Sabrina Walmsley and will be responsible for developing and maintaining strong relationships with stakeholders and advisers. "Sophie has a well-known reputation for care and diligence, and she has been highly recommended by many in the advice community. ...

IOOF buffeted by advice restructure

ELIZA BAVIN  |  THURSDAY, 28 JAN 2021
... practices with $363 million in funds under advice (FUA) become self-licensed while still using IOOF Group services, and 22 advisers with $869 million in FUA transition to other licences.

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
... boutique platform has appointed a distribution lead in a newly created role as it ramps up its offering to financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he led ...

Family home dominates adviser conversations

KARREN VERGARA  |  MONDAY, 25 JAN 2021
... advisers' clients in 2020. BT financial advisers' December 2020 quarter survey found clients continue to query advisers about their eligibility for the downsizer contribution scheme nearly four years since it was introduced. The downsizer contribution ...

Clime consolidates SMAs

ANNABELLE DICKSON  |  MONDAY, 25 JAN 2021
... as an investment adviser to support its managed account portfolios and acquired Madison Financial Group which has 100 advisers with $3 billion in funds under advice and around $34 million in gross revenue.

Hyperion makes foray into active ETFs

KARREN VERGARA  |  THURSDAY, 21 JAN 2021
... said the firm decided to launch an active ETF due to the increased demand for the global strategy from investors and advisers who want access via an exchange. The Hyperion Australian Growth Companies Fund delivered the highest return in the large-cap ...

TAL continues successful FASEA course

ELIZABETH MCARTHUR  |  THURSDAY, 21 JAN 2021
Life insurer TAL has launched another round of its FASEA exam masterclass, which aims to prep financial advisers for the exam. The masterclass, run through TAL Risk Academy, has proven very popular with TAL noting it is one of the most attended courses ...

Zenith partners with MSCI

ELIZA BAVIN  |  WEDNESDAY, 20 JAN 2021
... supporting the investment decision-making and implementation across multiple portfolios on behalf of their clients. "Advisers are proactively looking for consulting relationships that can help better scale their ongoing service delivery to clients," ...

ASIC bans former IOOF, MLC adviser

ELIZABETH MCARTHUR  |  WEDNESDAY, 20 JAN 2021
... Adviser Register shows he ceased in October 2018. Most recently, he was authorised by IOOF's Consultum Financial Advisers. Prior to that he spent more than a decade as an authorised representative of Meritum. Pavlidis' LinkedIn profile says that ...