Search Results | Showing 721 - 730 of 13229 results for "Adviser" |
| | | Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital ... |
| | | | Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ... |
| | | | ... most people being locked out from receiving advice they desperately need. She highlighted that the drastic decline in adviser numbers has also impacted Australians who need financial advice. "That is going to be a fundamental issue that we have to address. ... |
| | | | ... feature, functionality and support for North to help advisers better service their clients. George said, as a result, adviser numbers have grown. "We continue to deliver on our vision, to be the place where people come to plan for the next phase of their ... |
| | | | Challenger saw strong growth in annuity sales but its assets and funds under management fell in the third quarter of FY25. Challenger's funds under management were $115.2 billion, a $5.9 billion drop, mainly due to negative market movements, but also ... |
| | | | Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ... |
| | | | The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private ... |
| | | | ... Royal Commission, at its peak, there was about 26,500. The Coalition said setting a target acknowledges the collapse in adviser numbers and replacement rate over the last decade. Taylor said in times of economic uncertainty Australians need access to ... |
| | | | Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ... |
| | | | HUB24 saw record platform inflows in Q3 of $4.9 billion, thanks to the large migration of $1.3 billion from Clearview WealthFoundations to HUB24 Super. Total funds under administration (FUA) reached $124.1 billion, up 24% on the prior corresponding ... |
|