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Showing 11 - 20 of 114 results for "Financial advisors"

ASIC smooths path for crypto ETFs

ELIZABETH MCARTHUR  |  MONDAY, 1 NOV 2021
... Australian investors via a familiar ETF structure," he said. "This is a welcome development for those investors and financial advisors who are seeking crypto exposure but are uncomfortable with buying and selling cryptocurrencies on unregulated exchanges. ...

Macquarie AM acquires alternative investment group

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... Conway added. "Macquarie's objective with the acquisition of Central Park Group is to empower clients and their financial advisors to invest for long-term success through access to institutional-quality alternative investment opportunities in thoughtful ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... given its commitment to provide high quality tools, research insights, ratings and asset allocation advice to financial advisors and investors within Australia's quickly growing wealth management industry," she said. The acquisition comes after Foresight ...

Remediation services profiting from Royal Commission failures

ELIZABETH MCARTHUR  |  THURSDAY, 11 MAR 2021
... GST (charged on a no-win-no-fee basis). "The Banking Royal Commission exposed misconduct by banks and some financial advisors. Now thanks to its findings, they can help consumers claim back their money," Remediator co-founder Claudia Virgona said. "Unfortunately ...

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 ...