Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 110 results for "Financial Advisors"

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... investors. "Philip is an outstanding addition to our team and will be important in developing our connection with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and ...

Morningstar introduces new platform

KARREN VERGARA  |  FRIDAY, 15 JAN 2021
... Morningstar to make our trusted, licensed content available within the Market Monitoring platform - helping financial advisors and wealth managers make sense of market uncertainty, advise their clients, and strengthen relationships in real-time." Market ...

Macquarie acquires US wealth manager

ANNABELLE DICKSON  |  THURSDAY, 3 DEC 2020
... Investments, with US$68 billion in assets under management (AUM) and a wealth management business, Waddell & Reed Financial Advisors, with US$63 billion in assets under administration. On completion, the investment bank will sell the wealth management ...

Financial services firm names new directors

ALLY SELBY  |  WEDNESDAY, 7 OCT 2020
... Parker has worked in financial services since 1981 and is a master stockbroker member of the Stockbrokers and Financial Advisors Association (SAFAA), and was previously a director of Gilpear Investment Group. In early 1991, Parker joined Western Australian ...

Research firm bolsters executive leadership

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... the same time these changes are creating both challenges and opportunities for the new wave of Independent Financial Advisors who have established post the Hayne Royal Commission," he said. "AFM's database of actively managed funds is designed to enable ...

Not the time to sell products

HARRISON WORLEY  |  THURSDAY, 16 APR 2020
... financial markets. If I'm brutally honest, we stopped selling. We stopped selling because we wanted to help financial advisors and get them set up." Rady said the firm recently delivered a series of webinars on how advisers can be most efficient ...

Radio host adviser revealed as alleged fraudster

ELIZABETH MCARTHUR  |  FRIDAY, 20 DEC 2019
... selected to host the show because he had exceptional investment expertise. Actually, a company he owned (Springer Financial Advisors) paid to broadcast Smart Money with Keith Springer. Springer had prior charges from the SEC, with the regulator pursuing ...

Channel Capital signs on new partnership

KANIKA SOOD  |  FRIDAY, 29 MAR 2019
... institutional investor base," a Channel Capital spokesperson said. "[We] identified considerable demand from financial advisors, intermediaries, platforms, private banks and their underlying clients for an institutional grade, top performing and differentiated ...

K2 posts losses, signs on distributor

KANIKA SOOD  |  THURSDAY, 14 FEB 2019
... enhancing distribution opportunities for that fund. K2 continues to work with a number of significant independent financial advisors from which early signs are very encouraging. "We anticipate FY19 to deliver a number of opportunities originating from ...

Australia Day honours recognise industry stalwarts

JAMIE WILLIAMSON  |  TUESDAY, 29 JAN 2019
... service to the financial and stockbroking sectors and the community. Morris is also chair of the Stockbrokers and Financial Advisors Association and of the Brisbane Broncos. He is also a member of JP Morgan Australia's advisory council as well as ...