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Showing 21 - 30 of 7633 results for %22Financial Advisers%22

Advisers urged to capitalise on HNW interest in alternatives

ANDREW MCKEAN  |  THURSDAY, 2 MAY 2024
... investors with alternative investments, as only 20% reported that these opportunities were first suggested by their financial advisers. But interestingly, 64% of investors sought out their own methods for investing in alternatives. "Whilst ensuring that ...

Former Diverger managing director joins VBP

JAMIE WILLIAMSON  |  THURSDAY, 2 MAY 2024
... includes the team from Elixir Consulting, which VBP acquired last year. VBP is focused on providing outsourced solutions to financial advice, accounting and associated services firms. Due to start in the new role later this month, Jacobsen was managing ...

Insignia FUM grows by $11bn, completes platform migration

ELIZA BAVIN  |  THURSDAY, 2 MAY 2024
Insignia Financial saw funds under management increase by $11.7 billion (up 3.9%) to $312.3 billion as at March 31, and has completed the migration of MLC Wrap to Expand. Total net outflows for the quarter were $1.7 billion, largely reflecting the transitory ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... exceptional service for the long term," he said. Part of the broader reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Many believe that super funds will have a leg ...

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... family offices prepare the next generation vary as the definition of "legacy" also vary. Common among them is leaving a financial legacy for the family; continuation of the family business, if applicable; philanthropic, social, and environmental impact ...

Almost one third fail adviser exam

KARREN VERGARA  |  TUESDAY, 30 APR 2024
Nearly one third (30%) of candidates who sat the latest round of the Financial Advisers Exam failed. A total of 298 candidates sat the 24 th exam, which is mandatory for those who want to practice as a financial adviser. The majority (77%) sat the exam ...

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN  |  TUESDAY, 30 APR 2024
... to self-licensed practices through Jigsaw Advice Solutions, AMP Advice's dedicated service for independent financial advisers and self-licensees. AMP group executive, advice Matt Lawler said he was excited to launch a unique entry point into managed ...

ClearBridge launches first local global equity fund

KARREN VERGARA  |  MONDAY, 29 APR 2024
... ultra-low interest rates, combined with the increased concentration risk in global equity indices, is driving financial advisers and investors to rethink their growth-equity allocations," Bushby said. "Increasingly investors are seeking consistency that ...

What retiree portfolios need to avoid future cost-of-living crises

ANDREW MCKEAN  |  MONDAY, 29 APR 2024
... almost 40% of these cohorts reporting cost-of-living as significantly impacting retirement happiness and their view of financial security. Minney said professional advice and increased financial education were crucial to empower safe spending and confidence. ...

Goldman Sachs ditches robo-adviser Marcus Invest

KARREN VERGARA  |  FRIDAY, 26 APR 2024
... investing journeys." Betterment and Wealthfront, which has over US$60 billion in AUM, are the biggest standalone digital advisers in the US that are not backed by established institutions. In January 2022, UBS announced it was interested in acquiring ...