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Showing 691 - 700 of 9814 results for "Advisers"

Briefcase launches five SMAs on Praemium

KARREN VERGARA  |  TUESDAY, 11 FEB 2025
... Praemium. Briefcase chief executive Josh Persky said the SMAs are designed to meet the growing demand from financial advisers seeking access to institutional-grade investment management expertise previously out of reach for their retail clients. "These ...

Government to scrap advisers' approved qualifications list

KARREN VERGARA  |  MONDAY, 10 FEB 2025
... or higher across any discipline - will amend one of the four key pillars of becoming a financial adviser. "Prospective advisers will need to meet minimum study requirements in relevant financial concepts such as finance, economics or accounting. They ...

Generation Development Group buys Evidentia

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... benefits created are realised and reinvested back into the business, creating a stronger value proposition for our financial advisers and clients." Wright said that bringing together Evidentia and Lonsec Investment Solutions is an exciting next step ...

Convicted adviser banned over $2m theft

MATTHEW WAI  |  MONDAY, 10 FEB 2025
... August 2009 until the company was deregistered in January 2021. Over the years, he was licensed through Genesys Wealth Advisers; Magnitude Group; and Australian Finance Group. On 14 May 2024, King was convicted of two counts of fraud under s708c of the ...

intelliflo releases trust modelling capabilities for advisers

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... solution, has released trust modelling capabilities to its intelliflo office - a business management system - for financial advisers. The update allows advisers to make cashflow projections as well as add customised inputs and outputs for clients with ...

Viola Private Wealth appoints family office wealth adviser

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... intergenerational goals, and creating a legacy, according to a statement from Viola. "His approach includes working with external advisers across philanthropy, estate planning, and consulting, further enhancing the firm's ability to deliver bespoke solutions ...

AMP launching 'market first' digital advice solution for super members

ANDREW MCKEAN  |  FRIDAY, 7 FEB 2025
... solution, model different scenarios and strategies to improve their score. Additionally, members can access intra-fund advisers at no extra cost to discuss their results and determine the next best step for their superannuation and retirement planning. ...

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... advice market, will help build on our relationships with our key client groups. "His experience working with sophisticated advisers demanding differentiated, quality solutions will help deliver on our ambition to provide unique investment solutions," ...

VanEck beefs up Sydney office

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... low fees and ease of accessibility on exchange is driving this momentum, making ETFs the go-to option for investors and advisers. The VanEck chief said progress in systematic investing and the integration of artificial intelligence will redefine the ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ...