Search Results | Showing 281 - 290 of 13231 results for "adviser" |
| | | Boutique adviser Allied Wealth has appointed a Perpetual investment professional as its new chief investment officer. Eddie Lee has quit the financial services giant and will join Allied Wealth at the beginning of February. Lee has over 12 years of ... |
| | | | ... "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities and super fund expectations, while implementing ... |
| | | | ... Heine said the wealth platform is pleased to add the HIN feature for its users which can enhance experience and deliver adviser capacity. "These solutions continue to underpin our ultra- and high-net-wealth offering and demonstrates our significant experience ... |
| | | | FNZ has extended its partnership with Centric, the adviser-led investment platform of Findex, for a further five years, including a significant platform modernisation leveraging FNZ's technology. As part of the upgrade, advisers are set to benefit from ... |
| | | | Australia's booming exchange-traded funds (ETFs) market is failing to capture the big money from superannuation funds and institutional investors as retail investors' dominance reigns supreme. Surpassing $330 billion in total funds under management ... |
| | | | ... aligning sales, partnerships and client growth across all DASH products, and facilitating sustainable revenue growth across adviser and institutional segments. Whelan said: "James brings clarity and discipline to how we scale. His experience in revenue ... |
| | | | ... the strength of our product suite and the strategic progress we're making across the business," Wamsteker said. "While adviser transitions and OneVue asset transfers have impacted outflows in part quarters, we're seeing encouraging signs that these headwinds ... |
| | | | ... strong demand for advice which we only see getting stronger as more people age and retire," Evalesco senior financial adviser Melody Edwards said. Advisers should look towards the gender discrepancies that confoundingly impact needs for retirement advice ... |
| | | | HUB24 is in the process of acquiring of one of EQT Holdings' trustee business, HTFS Nominees, as the platform reports a bump in funds under administration (FUA) to $152.3 billion. HTFS Nominees became trustee of HUB24 Super in 2020, replacing Diversa ... |
| | | | ... managed accounts. The number is set to increase to over 80% in 2026 according to the 2025 Betashares/Investment Trends ETF Adviser Report, which compiled the response from some 1505 financial advisers, expressing their confidence in ETFs. Approximately ... |
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