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Showing 591 - 600 of 4655 results for "Financial Advisers"

Spatium Capital selects trustee, administrator for small caps fund

CASSANDRA BALDINI  |  TUESDAY, 28 NOV 2023
... Capital Small Companies Fund (SSCF) from early 2024. Spatium Capital said the announcement follows requests from financial advisers and SMSF trustees who want easier, cleaner digital access via applications and signature protocols. True Oak has operated ...

Betashares launches cash plus managed fund

CASSANDRA BALDINI  |  MONDAY, 27 NOV 2023
... fund will suit investors who want to make their cash work harder within their portfolio. "Investors and their financial advisers will be able to use MMKT to gain access to a compelling solution for the cash allocation of their investment portfolios," ...

ASIC investigates iExtend over possible unlicensed conduct

CHLOE WALKER  |  THURSDAY, 23 NOV 2023
... the premiums of the co-owned cover. "iExtend wants to fill a gap in the insurance market and to partner with financial advisers and insurance providers to ensure policyholders can continue the valued relationship they have with them by accessing a flexible ...

Inaugural FAAA award winners named

CASSANDRA BALDINI  |  WEDNESDAY, 22 NOV 2023
... approach. Burchgart also featured in the Financial Standard Power50 for 2023, recognising the most influential financial advisers in Australia. Meanwhile, the FAAA Certified Financial Planner Professional of the Year title went to Financial Edge Group's ...

Aussie investors optimistic about returns

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
... report highlighted that Australian investors believe they can easily access private asset markets through their financial advisers, but identified barriers such as illiquidity, transparency issues, and inexperience. In addition, the study revealed many ...

Advisers turning to cash, fixed income: Data

CHLOE WALKER  |  FRIDAY, 17 NOV 2023
Financial advisers are increasingly leaning towards cash and fixed income, making up 15% of new client inflows this year, according to Investment Trends. The 2023 Adviser Product and Marketing Needs report revealed that one in four advisers recognise ...

E&P settles class action for $16m

KARREN VERGARA  |  WEDNESDAY, 15 NOV 2023
... Masters Residential Property Fund (URF) for $16 million. The lawsuit led by Shine Lawyers alleged that E&P's financial advisers, when they were operating under, Dixon Advisory Superannuation Services (DASS), gave unsuitable advice that did not consider ...

HUB24 unveils new offering for lower balance clients

CHLOE WALKER  |  WEDNESDAY, 15 NOV 2023
... Strategies through HUB24's new Discover platform "simply means more choice of high-quality investment solutions for financial advisers and their clients." "Providing low-cost, instant exposure to over 16,000 securities through a range of asset classes ...

Australian Unity sells advice arm to Fortnum, Nestworth

ANDREW MCKEAN  |  TUESDAY, 14 NOV 2023
... wealth company will continue to provide licensing and business support for PFS's network of 155 self-employed financial advisers. As part of the deal, Nestworth will also become the "preferred provider" of financial advice to members and staff of Australian ...

Treasury unveils advice reforms draft legislation

KARREN VERGARA  |  TUESDAY, 14 NOV 2023
Treasury has released long-awaited draft legislation to reduce administrative burdens of financial advisers but is missing key pieces, such as the elimination of the Best Interests Duty and the overhaul of the Statement of Advice (SoA). Released today ...