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| | | ... advisers." The underlying fund invests in loans sourced through the Cliffwater Corporate Lending Fund Platform, which currently holds exposure to over 3800 individual loans across sectors such as healthcare, industrials, IT and financials. The portfolio ... |
| | | | ... Matters (FAM), increasing the total number of employed advisers to 22. FAM was acquired by Centrepoint Alliance in 2023. Currently, Centrepoint Alliance is operating a "lean" model, which saw the company improving cost-to-income ratio by 100 basis point ... |
| | | | ... in the local wealth management scene, including Cbus, IOOF, Morgan Stanley, Bell Potter and Merrill Lynch. She also currently sits on the Certification Assessment Panel for the Responsible Investment Association Australia. "We are fortunate to have Caroline ... |
| | | | ... executive director, property, joining from AustralianSuper in October. John Richmond is set to take on the role and is currently the senior investment director of Australian and New Zealand property, real assets at AustralianSuper. Richmond will bring ... |
| | | | ... are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and separately managed accounts (SMAs) have emerged ... |
| | | | ... from $4.8 billion across its Core, Auxilium and Badges platforms. Salaried offices comprise about 49% of FUA. Fiducian currently has 38 salaried advisers, while franchised offices comprise about 51% of FUA. It has 39 franchised financial advisers nationally. ... |
| | | | ... growth factor is a diversifier away from the over-held companies, with NVIDIA being the only 'Magnificent 7' company currently included in the portfolio. "Minimal overlap between GWTH, the international benchmark, and factor ETFs provides further diversification ... |
| | | | ... year, WGB's assets rose 19.4%, outperforming the MSCI World Index (AUD) which rose 18.5%. PMC said its board is "currently taking steps to call the extraordinary general meeting requisitioned by L1 Capital under s249D of the Corporations Act 2001 ... |
| | | | ... wealth management platform and holistic solution across all asset classes for Bell Potter Retail. "Our inhouse platform currently manages $6 billion in client assets, of the $43 billion Bell Potter clients sponsored holdings," he said. "Research indicates ... |
| | | | ... and this evolution allows us to honour that history while better positioning ourselves for the future." Magellan is currently investigating a potential cyber breach, after it was listed as the victim of a ransomware attack on a darknet site. The hackers ... |
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