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Showing 541 - 550 of 2809 results for "Advisory"

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... while GPT-4 does well in matching investor profiles to specific portfolios, it will likely not make the entire financial advisory process redundant in the near future. Instead, it may be used as a back-office solution by financial advisers, who use GPT-4 ...

IFM Investors names chair

CHLOE WALKER  |  MONDAY, 26 JUN 2023
... years. Tanner is currently a director of Suncorp Group and Virgin Australia International, a member of the investment advisory committee of investment firm Six Park, and AFL Victoria chair. "I look forward to working closely with my fellow board members ...

Large AFSLs lead advice complaints: AFCA

KARREN VERGARA  |  THURSDAY, 22 JUN 2023
... filed between July 2021 and December 2022. Isolating the high volume of financial advice-related complaints for Dixon Advisory and Superannuation Services of 1763 at the end of the period, AMP has the lion's share of complaints AFCA has registered. ...

Allianz Retire+ makes key appointments

ANDREW MCKEAN  |  MONDAY, 19 JUN 2023
... national platform and research relationship manager, while also making a raft of high-profile appointments to its Retirement Advisory Board. Joining the Allianz Retire+ team as national platform and research relationship manager is Robert Coulter, previously ...

Epsilon launches second Australian fund

CASSANDRA BALDINI  |  THURSDAY, 15 JUN 2023
... fund manager explained the initial launch raised capital from a range of prominent investors including private wealth advisory firms, multi-family offices, fund-of-funds, high-net-worth investors, and small institutional investors. Epsilon founding partner ...

Greg Combet steps down as IFM Investors, ISA chair

ANDREW MCKEAN  |  WEDNESDAY, 14 JUN 2023
... chair for IFM Investors and ISA is yet to be announced. Meanwhile, the government announced the other members of the advisory board to be chaired by Combet. The members appointed to the Advisory board include professor emeritus Ross Garnaut, Powerlink ...

Pascoe Partners, OpenInvest launch online investing solution

CASSANDRA BALDINI  |  WEDNESDAY, 14 JUN 2023
... investment portfolios which cover a range of risk and return profiles as well as an ethical portfolio. The accounting and advisory firm said all four portfolios require a minimum of $5000 and are managed by its financial planning and investment team. ...

Ignition Advice appoints Sally Loane as chair

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... non-executive director of Chubb Insurance Australia, PanKind and the Garvan Research Foundation. She is a member of the advisory board of consulting firm Orizontas and a mentor with McCarthy Mentoring. Meurer will work with Loane over the transition ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... strategies to mitigate the risk. Firstly, the report highlighted healthcare costs, a particular concern for retirees. Capital Advisory certified financial planner and director Michael Miller said that retirees need to make decisions today that could ...

Advisers outsourcing to amplify investment capabilities: Mason Stevens

ANDREW MCKEAN  |  TUESDAY, 6 JUN 2023
... complex, and expensive, the outsourced chief investment office (OCIO) model is gaining traction among institutions and advisory firms. Research by Cerulli found the growing OCIO trend among institutions was underpinned by a range of drivers including ...