Search Results | Showing 51 - 60 of 13448 results for "Adviser" |
| | | Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ... |
| | | | The upcoming Financial Advice Association Australia (FAAA) Congress will explore ASIC's key focus for the remainder of the year, while shedding some light on the ongoing developments from the Australian Financial Complaints Authority (AFCA) and ... |
| | | | Morningstar has named James Foot as the chief investment officer for the Asia Pacific (APAC) region, taking over from Matt Wacher after he finished up in the role in May. Foot returns to Morningstar after just around two years as the chief investment ... |
| | | | The super fund has appointed a former TelstraSuper executive to lead its advice strategy, research governance and technical frameworks. Melanie Slade has joined UniSuper as head of advice strategy and technical, reporting to chief advice officer Andrew ... |
| | | | Antipodes Partners will acquire Bennelong Funds Management from Bangarra Group, which includes investment affiliates Quay Global Investors, Bennelong Long Short Equity Management (BLSEM), Bennelong Australian Equity Partners and Skerryvore Asset Management. ... |
| | | | ETF Shares has launched two new currency hedged ETFs aiming to reduce the impact of currency movements when investing in US technology companies. The new ETFs are the ETFS Magnificent 7+ Currency Hedged ETF (ASX: HULK) and ETFS US Technology Currency ... |
| | | | ... financial advice levy to fund supervisory uplift, by materially increasing the licence-level component while reducing the per-adviser burden. Under the first option, it proposes increasing the levy from $1500 to a minimum of $25,000 while proportionately ... |
| | | | ... data from multiple sources. "Together, we believe we can create Australia's leading AI-enabled wealth management and adviser productivity platform," Heine said. Paradino co-founder Alex Gassner said the company was founded to help advisers overcome ... |
| | | | A Sydney-based practice advising high-net-worth (HNW) individuals is merging with Esencia Wealth, adding some 250 clients and two senior advisers to the firm. Generation Wealth Partners is joining Esencia Wealth, also based in Sydney, saying the merger ... |
| | | | ... for an average of 18.1 years with members having an average age of 68.7 years. The proportion of Class SMSFs recording adviser fees remained broadly stable at 25.1% in the 2025 financial year, while the wider SMSF population continued to grow and the ... |
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