Search Results | Showing 11 - 20 of 12012 results for "Adviser" |
| | | AMP Advice has engaged BlackRock Australia and Lonsec to introduce a new category of tailored managed portfolio solutions, making it accessible to more advice practices. Advisers will have access to portfolio performance tracking and dedicated content ... |
| | | | ClearBridge Investments has launched its first global equity strategy in Australia as it looks to introduce more in the future. The ClearBridge Global Growth Fund invests in 60 to 100 growth companies and aims to deliver above-market returns. The fund ... |
| | | | The key to a "successful investment strategy" is the ability to generate returns over the long term and managing inflation is an important piece of the strategy, says a Challenger report. Investments much achieve a real rate of return that not only ... |
| | | | ASIC has slapped a permanent ban on a financial adviser who doctored her exam certificate and continued to provide advice without the proper qualifications. Adele Baaini, while working as a representative for licensee AAN Wealth Management, has been ... |
| | | | ... momentum around cloud, enterprise, and now, AI." Farquhar will remain on the board of Atlassian and take on a special adviser role when he steps down on August 31. Farquhar and Cannon-Brookes co-founded Atlassian in 2001 after meeting at the University ... |
| | | | ... investment bank is offloading Marcus Invest to Betterment just three years after announcing it will launch the digital adviser. Betterment will acquire Marcus Invest's digital investing accounts for an undisclosed figure. Goldman Sachs, however ... |
| | | | The Financial Services Council (FSC) is expanding its remit into the financial advice sector by adding six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's ... |
| | | | JANA Investment Advisers has announced the appointment of Habib Chebli as director, client development. Chebli will be based in Melbourne and will be responsible for relationships with wholesale and institutional clients. He will be focused on enhancing ... |
| | | | ... Matusch) took over PFS from Australian Unity for an undisclosed amount. Nestworth acquired Australian Unity's employed adviser and corporate superannuation services business, while Fortnum took on PFS and its 155 representatives. Australian Unity's advice ... |
| | | | ... in place. "While Macquarie implemented effective controls from January 2020, its earlier failures meant that financial adviser Ross Hopkins was able to fraudulently withdraw around $2.9 million from his customers' accounts without being detected by Macquarie," ... |
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