Search Results | Showing 391 - 400 of 5655 results for "financial adviser" |
| | | More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ... |
| | | | The $3.11 billion net flows in February struggled to boost the Australian ETF market's position, with funds under management (FUM) dropping to $255 billion, according to VanEck's monthly ETF data. February marked the eighth consecutive month ... |
| | | | SMSF Association (SMSFA) chief executive Peter Burgess has called out recent hawking practices that prompt people to transfer their retirement savings into a self-managed super fund (SMSF). Burgess said the sector needs to be on alert about the resurgence ... |
| | | | ... $200,000. Compared to the overall population, women retire with $170,000 while men retire with $250,000. Ultimum financial adviser Manisha Bhudia said migrants who come to Australia have hard-wired DNA around their cultural norms and expectations, whereby ... |
| | | | ASIC has banned Northern Territory financial adviser Harris Shortland for seven years, following his conviction for supplying dangerous drugs. In December 2021, Shortland was convicted on drug offences after having been arrested in July 2018 for importing ... |
| | | | ... investment strategies which considered environmental, social and governance objectives. Previously he was a financial adviser at Nexia Edwards Marshall for six years. Commenting on this new phase of his career, Hurley said JBWere's trusted brand ... |
| | | | Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP. The business will now be known as Akumin, "inspired by the professional judgement, discernment and acumen of the experienced ... |
| | | | After years of decline, the number of superannuation fund members with insurance is on the rise. Legislative changes in 2019 made insurance opt-in for those with low balances, inactive accounts, or those aged under 25 - taking a sledgehammer to the ... |
| | | | Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ... |
| | | | ... links to the collapsed fund, with the court also freezing certain assets until at least April 4. Merhi is a financial adviser based in Melbourne, licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and ... |
|