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Showing 651 - 660 of 9805 results for "advisers"

Managed accounts sector grows to $233bn

KARREN VERGARA  |  TUESDAY, 11 MAR 2025
... 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 ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... upholding this legacy, focussing on for-purpose, intergenerational family, and philanthropic clients." JBWere has 151 advisers across Australia and more than $65 billion in funds under advice.

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
... Management since 2010, responsible for distributing customised managed account portfolios to national dealer groups, advisers and not-for-profit organisations. Previously, he worked for Ascalon Capital Managers, part of the Westpac Group, for over six ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... and Personal Financial Services. It follows the appointment of an external creative agency and consultation with The Advisers Association, the group's employees and financial advisers. Brand workshops and surveys were also conducted. The group's ...

Insurance through superannuation stages a comeback

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... to a research paper by the Australian Superannuation Fund Association (ASFA). Death cover arranged through financial advisers also took a hit, with insured lives falling 36% from 2.04 million in 2018 to 1.51 million in 2023 - likely collateral damage ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... complexities in fee structures, enabling more straightforward comparisons and fostering informed decision-making among advisers and consumers.

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... support the new product. GCQ head of distribution Steve Higgins said he has fielded a steady increase in queries from advisers and stockbrokers over the last year asking when they would enter the ETF space. "These advisers use the CHESS platform and ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December 2024, Keystone Asset Management - the responsible ...

Praemium hunts for new chief financial officer

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... recognise that these important benefits to shareholders are the product of incredible work from our people, the choices our advisers and their clients make and the privilege it is to serve to them."