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Showing 11 - 20 of 8807 results for "advisers"

Praemium loses $700m due to adviser transitions

ELIZA BAVIN  |  THURSDAY, 18 APR 2024
Praemium is feeling the pressure from financial advisers moving advice groups and transitioning their clients away from Powerwrap. In its March quarterly update, Praemium chief executive Anthony Wamsteker said the Powerwrap scheme experienced $53 million ...

Two Brisbane advice firms merge

KARREN VERGARA  |  WEDNESDAY, 17 APR 2024
... chief executive and co-founder Greg Cook and general manager Sally Bell. It will employ 32 people including 14 financial advisers across five locations. The firms will trade under both EWM and Blue Harbour in the short term. Cook said the deal unites ...

Financial advice exodus has 'bottomed out': ClearView

ELIZA BAVIN  |  WEDNESDAY, 17 APR 2024
... the government's favourable response to the Quality of Advice Review. "Recent data indicates the exodus of financial advisers has 'bottomed out'. The government's recent favourable response to the Quality of Advice Review is expected to provide strong ...

Betashares plans to launch first 'moderately geared' ETFs

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... borrow in their own capacity. "The two new funds represent a unique way for Australian investors and their financial advisers to seek to increase their market exposure, where the investor is comfortable with the higher risks associated with gearing." ...

The Aussie wealthtech firms that are 'most innovative'

ANDREW MCKEAN  |  TUESDAY, 16 APR 2024
... HALO Assessment and introduced the Lumiant Academy and its inaugural course the 'Lumiant Advice Experience' that equips advisers with best practices and strategies to elevate the financial advice experience. In addition to this, Lumiant formed strategic ...

Vale Wayne McGauley

ELIZA BAVIN  |  TUESDAY, 16 APR 2024
... Australian equity capabilities as well as cultivating close relationships with asset consultants, independent financial advisers, and private wealth firms. Wheelhouse managing director Alastair MacLeod told Financial Standard McGauley would be deeply ...

HUB24 hits $100bn milestone

KARREN VERGARA  |  TUESDAY, 16 APR 2024
... "This percentage has been lower over the quarter compared to the average during 1HFY24." There are now 4382 financial advisers using the platform, the total growing 17% year on year. In February, HUB24 launched a prototype of the new Class and NowInfinity ...

Class action building against GEMI Capital

ELIZA BAVIN  |  MONDAY, 15 APR 2024
MC Lawyers & Advisers has launched a class action investigation into claims of investor losses in various financial products issued by GEMI Asset Management. The law firm said investigations were targeting scenarios in which wholesale or sophisticated ...

Why aged care advice needs tougher regulation

KARREN VERGARA  |  WEDNESDAY, 10 APR 2024
... tougher protections and laws. Aged Care Steps is seeking feedback from stakeholders in aged care, including financial advisers, lawyers, accountants, aged care providers, and older Australians, to discuss how aged care advice can be improved from a regulatory ...

Zenith welcomes back original partner

ELIZA BAVIN  |  TUESDAY, 9 APR 2024
... said. "For nearly 20 years Ben was a respected leader with Zenith and an important contributor to our service delivery to advisers. He is well known to many of our clients, and we are pleased to welcome him back." Davis will be the primary consultant ...