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Showing 2951 - 2960 of 9818 results for "Advisers"

All-tech index offers new opps in financial advice

MICHELLE BALTAZAR  |  FRIDAY, 21 FEB 2020
For investors keen to claim their stake in local tech companies early in the wave, financial advisers have a new solution. Today the Australian stock exchange launched a new technology index, the S&P/ASX All Tech index, which in its early days will ...

Former AMP, Synchron adviser charged

HARRISON WORLEY  |  FRIDAY, 21 FEB 2020
... surrender his passport. According to the ASIC Financial Adviser Register, Dick is a member of the Association of Financial Advisers. Earlier this week a 73-year-old man from Nowra in New South Wales was sentenced to a term of two years imprisonment for ...

Xplore Wealth outlines 2020 plans

ALLY SELBY  |  FRIDAY, 21 FEB 2020
... launch in February. In the third quarter, Xplore will launch a Third Party MDA administration solution, which will offer advisers an MDA provider licence and upgraded investment modelling tools. In the second-half of the calendar year, the platform will ...

New Aussie ETF to invest in FAANGs

KANIKA SOOD  |  FRIDAY, 21 FEB 2020
... income from the companies included in it. The company will start with retail distribution through wealth and investment advisers, and brokers. It will seek a Lonsec rating after a few months of trading, to get access to the intermediary channel. Walesby ...

Factor investing, sustainability a perfect match

ALLY SELBY  |  THURSDAY, 20 FEB 2020
Factor investing and sustainability go hand and hand, allowing advisers and portfolio managers to create personalised portfolios that exclude companies with poor ESG ratings, while limiting human bias. That's according to Robeco director of factor ...

Count Financial treads new path

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2020
... model. That said, the amount of advice being produced by the licensee has more than doubled despite losing 26% of its advisers. In its 1H20 results announcement, CountPlus provided an update on the Count Financial business following its acquisition in ...

OneVue recoups $4.36m from Sargon

KANIKA SOOD  |  THURSDAY, 20 FEB 2020
... appointed Bob Neill of Seaview Consulting Pty to look for potential buyers for Madison. Madison was home to about 110 advisers at December end. OneVue said it is looking to sell 100% of the Madison. "We are working closely with the Madison leadership ...

Profits down as Perpetual looks to future

HARRISON WORLEY  |  THURSDAY, 20 FEB 2020
... Adams said. Adams highlighted Perpetual Private's acquisition of Priority Life and its increased number of "high quality" advisers, which grew by 24% in the last year. Net outflows of $1.5 billion buffeted Perpetual Investments, which Adams said was ...

Advice complaints low: AFCA

ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... complained about issue in the category but Donald said that mostly related to margin FX trading. More relevant to financial advisers and SMSF specialists, inappropriate advice was the most likely complaint. However, there were around 500 complaints of ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...