Search Results | Showing 731 - 740 of 13307 results for "adviser" |
| | | ... Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ... |
| | | | ... and family offices with opportunities, as a director of client portfolios. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minnett. |
| | | | ... trajectory. "This exciting employment acquisition enables Capstone to focus on growth while continuing to enhance its adviser support services," O'Riley said. "... our adviser centric approach to partnering with practices as their licensee for the future ... |
| | | | ... markets - that can provide both diversification and alpha to a client's portfolio." In November 2024, Fidante's inaugural Adviser Markets Survey found advisers were most concerned about high equity valuations and inflation, but those fears have been ... |
| | | | Syfe, which recently acquired Selfwealth, has raised more than $80 million to fund its Australian expansion which will focus on the mass affluent market. Syfe has raised $81.5 million (US$53m) in support of its Australian strategy, the bulk of which ... |
| | | | The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ... |
| | | | AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ... |
| | | | ... than 10% have sought advice in the past six months, SSGA found. Of those that did, 68% sought advice from an independent adviser and 37% from their superannuation fund. Interestingly, 40% refused to seek advice as they were confident in their own abilities ... |
| | | | ... on, while 34% cited saving for retirement and 31% said planning for retirement. Further, as for why they're not using an adviser, 36% said they can't afford it. CFS said "this presents a major opportunity for super funds and advisers to raise awareness ... |
| | | | ... clients and people of Mercury but their expertise and insights as we continue to build our business." Mercury principal adviser and founder Tim Eustace said the business had been looking for a partner that would be the right fit. "Our focus has always ... |
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