Search Results | Showing 31 - 40 of 531 results for "Advice firm" |
| | Causeway will manage a large pool of investor funds through a strategic joint venture with ASX-listed Hancock and Gore (H&G) and introduce its offerings to the Australian market. The H&G Causeway Dynamic Credit Fund looks to offer a streamlined mechanism ... |
| | | Hybrid advice provider Life Sherpa is partnering with OpenInvest to offer a low-cost managed investment portfolio solution for clients with low balances. With a minimum investment of $5000, the offering comprises four diversified portfolios with a range ... |
| | | New data suggests that 38% of financial advisers are reporting higher practice profitability. According to Investment Trends' 2023 Adviser Business Model Report, the number of advisers has decreased, but on average those who are left, are servicing ... |
| | | The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ... |
| | | Netwealth will relaunch its Core offering in September, aiming to grow its footprint in the mass affluent and emerging affluent segments, driving new revenues and boosting net inflows. The wealth management company today reported a record funds under ... |
| | | ... PCCU had FUA of $1.1 billion. This has now dropped to $854 million. In January 2023, it acquired a Victorian-based advice firm with $16 million of FUA, which it expects to generate $103,000 in recurring revenue. Singh said he expects net inflows to rise ... |
| | | While adding a new head of portfolio management and chief operating officer for investments, Aware Super has lost one of its key portfolio managers to an asset consultant. Evidentia Group has appointed Jo Cornwell as head of manager research and a member ... |
| | | AZ NGA has acquired an economic interest of 42% in Foster Raffan iPlan, to support the business in its growth and expansion endeavours. Based in North Sydney, Foster Raffan iPlan specialises in wealth management and retirement planning and is led by ... |
| | | ... telling of a system that is not working because once the decision is final, AFSLs must pay the complainant. "A financial advice firm will say that it can't pay [AFCA] because it doesn't have the PI coverage. And PII isn't required to be members ... |
| | | With the threat of cyber-attacks growing by the day, leadership teams in all areas of financial services are being urged to ramp up cybersecurity protections, with the regulators keeping a keen eye on their efforts. But while major institutions might ... |
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