Search Results | Showing 631 - 640 of 13224 results for "Adviser" |
| | | Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ... |
| | | | Padua Solutions has appointed Dimitri Diamantes to the newly created role of senior technical services manager, overseeing the advice fintech's software, services, research and data divisions. Diamantes has almost two decades of experience in financial ... |
| | | | James Fleiter, a former member of the institutional sales team at Ares Management Australia, has joined Betashares as the exchange-traded funds provider expands into private credit. Fleiter joins as director of private assets after taking three months' ... |
| | | | Vanguard, Betashares, and BlackRock have an iron grip over the ETF industry, commanding the lion's share of funds under management (FUM) - thanks largely to their flagship core, low-cost equity exposures. However, Financial Standard understands that ... |
| | | | The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ... |
| | | | Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ... |
| | | | A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ... |
| | | | ... used their inheritance money, with nearly two in five wishing they had invested more. Still, just 20% engaged a financial adviser. "Our study reveals that most wealth holders wish they had used their inheritance differently and invested more," Capital ... |
| | | | Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ... |
| | | | Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years. In the consultation paper Giving fund reforms: Distribution rate and smoothing ... |
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