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Showing 641 - 650 of 1793 results for "EXCEPT"

Connectus empowers advisers with Excelerate

JAMIE WILLIAMSON  |  THURSDAY, 18 FEB 2021
International wealth management firm Connectus Wealth Advisers is set to roll out a new program aimed at increasing adviser efficiency, driving scale and enhancing the client experience and outcomes. Connectus, which is owned by NASDAQ-listed Focus ...

Count Financial expands national reach

ELIZA BAVIN  |  THURSDAY, 18 FEB 2021
Count Financial has announced three new firms have been added to its national network of advice businesses. Plan Protect and YS Financial Planning from Sydney and Financial Stability from Melbourne are the three newest firms in the CountPlus-owned licensee. ...

Wilsons starts Canberra office

KANIKA SOOD  |  MONDAY, 8 FEB 2021
The 125-year-old advice and stockbroking firm is establishing a Canberra office, as two financial advisers based in the region join from Elston. Tim Anderson and Richard Taylor have joined Wilsons' private wealth advisory team, which is headed by Paul ...

Risk inflows stay flat

ANNABELLE DICKSON  |  WEDNESDAY, 3 FEB 2021
Risk premium inflows experienced marginal decreases in the 12 months to September 2020, new research shows. The latest data from Plan For Life showed inflows decrease by 0.4% with the largest falls from BT/Westpac (-20.8%) and AIA (-10.1%). These were ...

Chief economist update: Overvaluation tests FOMO and TINA trades

BENJAMIN ONG  |  MONDAY, 1 FEB 2021
... profits that, by extension, generates further escalation in share market prices. It's one heck of a good narrative except for...valuation. There now seems to be a general consensus over Wall Street's overvaluation. According to the website currentmarketvaluation.com ...

GQG sees spectacular FUM growth

KANIKA SOOD  |  FRIDAY, 29 JAN 2021
The global equities boutique swelled its assets by over $45 billion in 2020 amid a year of good performance. GQG Partners, which is a part of ASX-listed multi-boutique Pacific Current Group, now has $86.9 billion in total funds under management, according ...

Maple-Brown Abbott finetunes Aussie equities lineup

KANIKA SOOD  |  THURSDAY, 28 JAN 2021
... the assets, has also underperformed its benchmark since its inception in the 1980s and for most recent annual periods, except in the last three months of 2020. Additionally, Maple-Brown Abbott will reduce the fees on two funds: the Australian Share Fund ...

EY Australia chief steps down

ANNABELLE DICKSON  |  THURSDAY, 28 JAN 2021
EY's Australia chief executive and Oceania regional managing partner has resigned after over 34 years with the firm. Tony Johnson joined EY in 1987 and was made partner just over a decade later. Following this, Johnson was promoted to managing partner ...

Platform hires distribution lead

KARREN VERGARA  |  WEDNESDAY, 27 JAN 2021
A boutique platform has appointed a distribution lead in a newly created role as it ramps up its offering to financial advisers. Andrew Whelan has joined WealthO2 as chief distribution officer. Whelan came from Bravura subsidiary Midwinter where he ...

Chief economist update: Prepare for lift off

BENJAMIN ONG  |  WEDNESDAY, 27 JAN 2021
In its latest World Economic Outlook (WEO), the International Monetary Fund (IMF) has predicted a shallower contraction in world output for the year ended 2020 - minus 3.5%, down from the October forecast of a 4.4% contraction and the 4.9% decline it ...