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Showing 671 - 680 of 4071 results for "Personal"

hmh Advisory launches online platform

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... audiences. Firstly, accounting clients of the firm who want professional portfolio assistance, while not requiring full personal financial advice, as well as the children and/or grandchildren of the firm's accounting and financial services clients who ...

Spark adopts two fintechs

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... sustainability data, making it available to advisers who can better inform clients on investment solutions appropriate to their personal sustainability preferences. Spark currently has 80 financial advisers within its network, managing more than $1.5 ...

Some explanations have missed the mark: Lowe

CASSANDRA BALDINI  |  FRIDAY, 8 SEP 2023
... will get better outcomes if the public square is filled with facts and nuanced and informed debate, rather than vitriol, personal attacks and clickbait," he said. "As a society, we have got work to do here." Explaining his decision-making process, Lowe ...

Life Sherpa rolls out investment solution

JAMIE WILLIAMSON  |  THURSDAY, 7 SEP 2023
... to help them make good decisions." Also commenting, OpenInvest head of distribution Ravi Verma said: "The rules around personal advice and the loss of advisers across the industry mean that advice firms that want to reach and help the broadest possible ...

Spaceship launches US investing service

JAMIE WILLIAMSON  |  WEDNESDAY, 6 SEP 2023
... diverse array of options enables investors to craft a portfolio that aligns with their financial goals, risk tolerance and personal preferences." Spaceship chief executive Andrew Moore said the aim is to democratise access to the US market. "Our mission ...

Lumiant chief steps down

KARREN VERGARA  |  WEDNESDAY, 6 SEP 2023
... the fintech, taking to total amounts raised to $12 million as at March. Last year, US financial adviser, investor, and personal finance commentator Ric Edelman injected an undisclosed amount in Lumiant, while Savant pledged a $3 million investment. "Twenty ...

Spire Capital, Oaktree launch wholesale fund

CHLOE WALKER  |  FRIDAY, 1 SEP 2023
The Spire Oaktree Special Opportunities Fund offers wholesale investors exclusive access to opportunistic credit and special situations. The fund builds on a three-year partnership between Spire Capital (Spire) and Californian-based Oaktree Capital ...

Government must do more after product failures: FSC, SCA

JAMIE WILLIAMSON, RACHEL ALEMBAKIS  |  FRIDAY, 1 SEP 2023
... Crescent Wealth, which saw three of its four investment options fail, also criticised the test as it "does not account for personal investment decisions aligned to values and beliefs." "We encourage our members to speak to a financial adviser before ...

Ninety-seven super products fail performance test

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2023
... performance of the investment options that have failed the test." As for AMP, the products that failed sit within the Wealth Personal Superannuation and Pension Fund and include five of the Experts' Choice products, eight of the Generations products ...

MA Financial strengthens lending business

CHLOE WALKER  |  MONDAY, 28 AUG 2023
... it's here to stay." Of the $3.3 billion of credit MA manages, it has $20 million in consumer unsecured credit, or personal lending. Wyke said MA doesn't take mezzanine financing positions in either real estate construction or real estate, rather ...