Search Results | Showing 641 - 650 of 9804 results for "advisers" |
| | | New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ... |
| | | | Ord Minnett (Ords) has added nine new senior advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con ... |
| | | | ... professionals spanning accounting, bookkeeping, financial advice, and superannuation. AIOFP represents around 5000 financial advisers operating under 120 AFSL practice members. Despite servicing different professional needs, the two organisations said ... |
| | | | ... event that focuses on scaling investments for positive impact. The annual summit, which targets impact investing for advisers, foundations, and family offices, marks its 10-year anniversary in 2025. It will be held at the International Convention Centre ... |
| | | | ... as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. GQG managing director of Australia and New Zealand Laird Abernethy declined to comment on Bullock's exit. ... |
| | | | ... 950 practices with over $30 billion in funds under management. Janes worked at BT and MLC. "As the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' ... |
| | | | More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ... |
| | | | ... would say that it looks like this." Additionally, according to AUSIEX's data, there is strong demand from financial advisers in the fixed income space. Specifically, there was a 10.65% increase in the number of trades year on year, with a 2.67% increase ... |
| | | | ... the SMSFA and goes against financial advisers' Code of Ethics. "The code imposes certain obligations on financial advisers, including acting in accordance with applicable laws, acting in clients' best interests and not advising where there is ... |
| | | | ... this census is an integral part of IMAP's role as a voice of the managed accounts industry to represent and support advisers, their clients, investment managers, and platforms. "We therefore encourage all managed account services providers to voluntarily ... |
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