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Showing 51 - 60 of 8806 results for "Advisers"

Experts issue warning over AI washing

ANDREW MCKEAN  |  MONDAY, 11 MAR 2024
... a burgeoning tactic to "throw investors off the scent" of potential vulnerability. Worn also observes that financial advisers and wealth management firms are falling prey to trickery from shoddy vendors presenting themselves as possessing AI capabilities. ...

ASX-listed companies flock to private markets

ANDREW MCKEAN  |  FRIDAY, 8 MAR 2024
... substantial value creation beyond the public sphere," he said. As previously reported by Financial Standard, financial advisers have been exploring private markets, with fund managers making opportunities more accessible to a broader investor spectrum. ...

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... this flexible white label solution has "massive growth potential." "Financial advice costs are often out of reach, most advisers can only help those who've accumulated a significant net worth, it unlocks affordable access to professional portfolio management ...

Melbourne advice firm joins Count

CHLOE WALKER  |  WEDNESDAY, 6 MAR 2024
... from AMP Financial Planning. Tailored Lifetime Solutions, previously licenced by AMP, comprises a team of five financial advisers who have been supporting their clients for more than 20 years. They offer strategic advice, specialising in superannuation ...

Advisers show growing interest in ASX-listed Bitcoin ETF

ANDREW MCKEAN  |  TUESDAY, 5 MAR 2024
... chief executive and managing director of Asia Pacific Arian Neiron has reported an increase in interest from financial advisers and brokers for a Bitcoin ETF on the ASX. Since the US Securities and Exchange Commission (SEC) approved 11 Bitcoin ETF applications ...

EG to target intermediaries

CHLOE WALKER  |  TUESDAY, 5 MAR 2024
... a product set that's going to be fit for purpose for many years and solve the needs of both the investors and the advisers in that channel." Weingarth said two major themes with intermediaries and high-net-worth clients include the rise of ETFs and ...

Count completes Diverger acquisition

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... finalised the acquisition of Diverger as the latter officially delists from the ASX today. The group now has 590 financial advisers and funds under advice (FUA) of $29.9 billion. Count chief executive Hugh Humphrey said: "An important strategic driver ...

Advice PDMs, BDMs at inflection point: Survey

KARREN VERGARA  |  MONDAY, 4 MAR 2024
... can add enormous value to a practice amidst consolidation and fragmentation by promoting financial advice and helping advisers deliver advice to the market. "In many ways these managers were perhaps the most challenged - after all their role has been ...

Insight Investment Consultants rebrands

JAMIE WILLIAMSON  |  FRIDAY, 1 MAR 2024
... analysts will always participate in reviews; reports will be concise and outline key decision-making points for financial advisers; and the business is owned and managed by the local staff. Its research portal is user-friendly, and the firm is focused ...

UniSuper creates lead governance, compliance role

JAMIE WILLIAMSON  |  THURSDAY, 29 FEB 2024
... Bradley will lead its investment governance and compliance processes while supporting internal and external financial advisers on investment issues. "We're delighted to welcome Annika to our team," UniSuper chief investment officer John Pearce said. ...