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Showing 51 - 60 of 1006 results for %22Focus Financial Partners%22

Vista acquires second practice

KARREN VERGARA  |  MONDAY, 9 OCT 2023
... said. "I'm excited for the opportunities that this provides us, but also the support that it provides me personally - to focus on what I really enjoy doing, which is financial planning and a little bit of marketing as well." Robert added that the ...

Bridges adviser base drops 20%

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2023
Bridges Financial Services continues to bleed advisers, losing nearly 20% of its authorised representatives this month, as parent company Insignia Financial ramps up its restructure. Twenty-three Bridges authorised representatives ceased on the ASIC ...

Financial services marketing is broken: Study

JAMIE WILLIAMSON  |  WEDNESDAY, 20 SEP 2023
A new study shows that while most local financial services marketers believe compliance teams get in the way of them getting their job done, those same compliance specialists think marketers are just looking for someone else to blame when marketing ...

XV Capital plots expansion, fund launch

JAMIE WILLIAMSON  |  TUESDAY, 19 SEP 2023
... assist with establishing two offshore offices. Joining XV Capital as chief operating officer and partner is former BT Financial Group head of investment research and governance Marnie McLaren, based in Sydney. McLaren was with BT for 13 years before ...

Project to tackle dwindling number of risk advisers

CASSANDRA BALDINI  |  TUESDAY, 19 SEP 2023
In response to the scarcity of risk advisers in the country, Risk Hub and LGF Financial Services (Loyalty) are collaborating on a pilot project aimed at addressing the issue. The pilot project, due to be rolled out in the coming months, will invite ...

PGIM Real Estate, Point Capital partner on property portfolio

CASSANDRA BALDINI  |  MONDAY, 18 SEP 2023
Via a new joint venture, PGIM Real Estate and Point Capital will develop a portfolio of residential properties for rent in Australia. According to the firms, the joint venture, incorporating two of PGIM Real Estate's flagship Asia Pacific value-add ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... HNW clients with specialised interests here and in Australia. Dealing with cross-jurisdictional issues is an increasing focus for investors with international perspectives. The firm's offerings are set to grow and widen with a Swiss base, and I'm ...

First Australians Capital appoints managing partner, receives $9m backing

CASSANDRA BALDINI  |  FRIDAY, 15 SEP 2023
... diplomatic, economic, and trade agenda. He also served as the sector lead for healthcare across the Americas, with a specific focus on advanced therapeutics, digital health, and medical devices. Additionally, he was responsible for building relationships ...

A roadmap for transitioning to managed accounts

ANDREW MCKEAN  |  THURSDAY, 14 SEP 2023
... Of a similar vein, Mantella noted that Stanford Brown chief executive Vincent O'Neil previously said the single biggest focus should be staff communication - particularly if there is concern about advisers feeling disempowered. When positioning managed ...

Industry mega trends impacting distribution roles

ELIZABETH FRY  |  MONDAY, 11 SEP 2023
... investors as a distinct distribution channel, in addition to institutional clients. This is in addition to the demand from financial advisers for access to its global strategies. Natixis has built a distribution platform that can partner with not just ...