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Showing 551 - 560 of 2879 results for "Network"

Iress wins new mandate

ELIZABETH MCARTHUR  |  MONDAY, 7 FEB 2022
... Xplan to use across its operations. Iress will support the more than 400 partners and advisers that are part of the Findex network under the new mandate. These Findex partners and advisers cater to more than a quarter of a million clients across Australia ...

Synchron appoints compliance lead

ELIZABETH MCARTHUR  |  FRIDAY, 4 FEB 2022
... general manager for compliance at Lifestyle Asset Management and director and responsible manager at the SMSF Advisers Network. Earlier in his career he was an authorised representative at Interprac Financial Planning and Hillross. "Phil has over 30 ...

QIC launches multi-sector private debt capability

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 FEB 2022
Following the launch of its private debt capability in 2021, QIC has added an Australian multi-sector private credit offering to its suite, appointing someone to lead it. The offering will provide broad and deep origination networks, institutional-grade ...

Fiducian finalises People's Choice Credit Union acquisition

CHLOE WALKER  |  WEDNESDAY, 2 FEB 2022
... a statement, Fiducian said the acquisition is a continuation of its strategy to expand its quality financial planning network throughout South Australia. "The staff of Fiducian and PCCU have worked tirelessly to facilitate a smooth transition of the ...

Fidelity hires from Mercer

ELIZABETH MCARTHUR  |  THURSDAY, 27 JAN 2022
... within Fidelity's sustainable investing team based in London. "We're fortunate at Fidelity to have an extensive global network which enables our people to move internally and transfer to other countries and indeed teams. Thankfully this means we're in ...

Pallas Capital markets new fund

JAMIE WILLIAMSON  |  TUESDAY, 25 JAN 2022
... The property lender is looking to initially raise $50 million for the fund and expect strong interest from its existing network of investors. "Our high-net-worth investors, family offices, wealth advisers and institutional investors have been looking ...

Advice industry loses 800 over New Year period

KARREN VERGARA  |  FRIDAY, 21 JAN 2022
... 21,103. Currently, AMP Financial Planning is home to the largest number of advisers, with 595, followed by the SMSF Advisers Network with 544 and Morgans Financial with 446 representatives on its books. Synchronised Business Services (382), Charter Financial ...

Dramatic growth in non-aligned advisers: Research

KARREN VERGARA  |  THURSDAY, 20 JAN 2022
... to December 2021 to 7012. The non-aligned segment lost 653 advisers and ended the year with 11,767. The SMSF Advisers Network is the largest non-aligned AFSL (647) and owns 5.8% of the market. Synchronised Business Services (422) comes second place ...

Vale Chris Regenass

JAMIE WILLIAMSON  |  MONDAY, 17 JAN 2022
... Synchron state manager Chris Regenass, following his sad passing last week. In a video message to the Synchron adviser network, director Don Trapnell shared that Regenass passed away as a result of heart surgery complications on Thursday, January 13. ...

DIY investors embrace Meta Platforms

CHLOE WALKER  |  FRIDAY, 14 JAN 2022
With big new investments in data centers, servers, and network infrastructures, Meta Platforms' popularity with global DIY investors soared in the fourth quarter of 2021. Data from global investment platform eToro shows that Meta rocketed from 13th ...