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Showing 711 - 720 of 9807 results for "advisers"

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 ...

FAAA accuses government of crucial CSLR failure

MATTHEW WAI  |  THURSDAY, 16 JAN 2025
... that the CSLR is fairly and sustainably funded. "There appears to have been no attempt to calculate the likely costs to advisers who are funding the scheme, or to assess whether these costs are affordable or sustainable, and the likely impact on the ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
... high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. The report comes as advisers eye the asset class along with artificial intelligence (AI) and technology as key drivers for growth. The sentiment on alternatives ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... adviser gave no indication that he was acting upon directions from above." This highlights the need to hear from these advisers, to understand how the business model worked and why they followed these instructions, Anderson added. Anderson also noted ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
The number of advisers that have exited the industry over the past four or five years appears to have plateaued, albeit another decline in 2023, last year's figures suggest that the losses have stabilised, according to Rainmaker Information's 2024 ...

Insight Investment names chief executive

MATTHEW WAI  |  FRIDAY, 10 JAN 2025
... forward to working with Abdallah and the executive team, as well as engaging with my new colleagues, clients and their advisers," he said. "Leading such a successful organisation into the next exciting phase of its ambitious growth strategy is both an ...

Morgans Financial crowned largest licensee

KARREN VERGARA  |  WEDNESDAY, 8 JAN 2025
... Morgans Financial has toppled AMP Financial Planning (AMP FP) to become the licensee with the largest number of financial advisers. Morgans recorded 431 active advisers at the end of 2024, while AMP FP had 426. On December 20, both AFSLs had 430 registered ...

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... manager, Victoria at Synchron, leading the dealer group's expansion efforts in the state and recruiting more than 100 advisers over a five-year tenure. Another corporate fund bites the dust (May 20) The Nissan Superannuation Plan was wound up on ...