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Showing 711 - 720 of 9814 results for "Advisers"

Transfer balance cap to rise on July 1

JAMIE WILLIAMSON  |  THURSDAY, 30 JAN 2025
... condition of release by June 30. Chow said for those looking to start a retirement phase pension for the first time, advisers should think carefully about whether to start the pension now or wait until July 1 to get the full benefit of the increase. ...

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
Almost two out of three investment advisers are looking to increase their asset allocation into private markets this year, a survey found. The survey comes amid a similar study compiled by Coller Capital, highlighting that one in three investors will ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... Bono work." Harding-David also said it's been a highlight in the last 14 years working with a few groups of outstanding advisers who care deeply about their clients, and who make a material improvement in their lives. "I'm glad to have played a small ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... wealth of experience in super, and we look forward to her leadership on retirement matters and her collaboration with advisers, investment teams, product development and marketing," Langby added. "We're excited to have her on board." Langby added ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
... Financial Planning, Charter Financial Planning, Hillross, and Jigsaw Advice Solutions. In all, it has about 1300 financial advisers on its books. In March 2025, Entireti is planning to unite all the AMP licensees, currently collectively known as New ...

Hostplus names deputy CIO

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
... off and away! Oh, the places you'll go!," Clerk posted on social media. Orr joined Hostplus from JANA Investment Advisers, where she worked for 12 years as head of infrastructure. Before that, she served as a senior associate in the infrastructure ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
... down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration (FUA) and the company ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... services," he said. At the start of 2024, Finura predicted that "AI mania" would over-promise and underdeliver for financial advisers and more superannuation funds offering digital advice - both of which eventuated. While the likes of Hostplus, HESTA ...

Insignia grants CC Capital limited due diligence

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... now underway with CC Capital. Insignia Financial has engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. This latest development comes after a bidding war commenced for the financial ...

Legalsuper hunts for CIO

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... the search for a new chief investment officer our internal investment team members and external investment managers and advisers will... report directly to me on an interim basis." The outgoing investment chief said he had recently made the decision ...