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Showing 31 - 40 of 4164 results for "financial advisers"

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... a burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... substantial value creation beyond the public sphere," he said. As previously reported by Financial Standard, financial advisers have been exploring private markets, with fund managers making opportunities more accessible to a broader investor spectrum. ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting their clients for more than 20 years. They offer strategic advice, specialising in superannuation ...

Advisers show growing interest in ASX-listed Bitcoin ETF

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
... chief executive and managing director of Asia Pacific Arian Neiron has reported an increase in interest from financial advisers and brokers for a Bitcoin ETF on the ASX. Since the US Securities and Exchange Commission (SEC) approved 11 Bitcoin ETF applications ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic driver ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... analysts will always participate in reviews; reports will be concise and outline key decision-making points for financial advisers; and the business is owned and managed by the local staff. Its research portal is user-friendly, and the firm is focused ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... Bradley will lead its investment governance and compliance processes while supporting internal and external financial advisers on investment issues. "We're delighted to welcome Annika to our team," UniSuper chief investment officer John Pearce said. ...

Vanguard Super hits $1bn, soft launches pension product

JAMIE WILLIAMSON  |  WEDNESDAY, 28 FEB 2024
... investment options. While already available direct to consumers, the retirement options will be available to financial advisers once Vanguard Super's adviser portal - currently in pilot phase - is up and running, alongside the MySuper option. The ...

DASS settlement pending court approval, victims urged to claim

KARREN VERGARA  |  WEDNESDAY, 28 FEB 2024
... on 14 November 2023 should be given the green light. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under DASS, gave unsuitable advice that did not consider clients' particular needs or entire ...

VanEck establishes foothold in Brisbane

ANDREW MCKEAN  |  TUESDAY, 27 FEB 2024
... Queensland market from next month, responding to growing demand for its exchange-traded funds (ETFs) among financial advisers in the state. The investment manager also bolstered its Australian team with new investment and capital markets, and client ...