Search Results | Showing 641 - 650 of 9980 results for "advisers" |
| | | ... investor funds," Christopher continued. "It appears that these matters may not have been fully disclosed to ASIC, investors, advisers, platforms, or SQM Research. We understand that ASIC has been investigating these matters for a significant period of ... |
| | | | ... sector, the estimate is larger than the $20 million levy cap. In January, the CSLR announced it estimates that financial advisers will have to fork out $70 million to fund the scheme for FY26 - breaching the $20 million cap. Shortly after, former assistant ... |
| | | | Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ... |
| | | | ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ... |
| | | | ... HUB24 and look forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees." The platform is currently on track to overtake Insignia Financial as one of the largest platform operators ... |
| | | | ... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ... |
| | | | ... Sequoia's $40.5 million sale of Morrison Securities. It was reported that investors were put into the Shield Master Fund by advisers linked to Sequoia through its subsidiary, InterPrac. It alleges the responsible entity for Shield gave $15 million to ... |
| | | | ... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality ... |
| | | | Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ... |
| | | | ... HUB24 (6.8%) and Netwealth (5.3%) are the sixth and eighth most used platforms, respectively, among aligned financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform has the ... |
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