Search Results | Showing 731 - 740 of 13221 results for "adviser" |
| | | Blue Owl Capital, one of Wall Street's largest alternative asset managers, continues to add to the local headcount. Not quite nine months after PIMCO's John Valtwies joined Blue Owl as a principal, Larry Francis has come on board from Bentham ... |
| | | | ... base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. The targeted audience in the research were segregated into three categories: Newcomers - who have received ... |
| | | | ... in March. The corporate regulator said it had "reasonable grounds" to believe the AFS licensees authorised a financial adviser, who gave personal advice to a retail client in relation to "relevant financial products" without being registered. ASIC said ... |
| | | | The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ... |
| | | | Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ... |
| | | | Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ... |
| | | | ASIC has released the results of the 28 th Financial Adviser Exam, held on March 6. Of the 241 candidates to sit the exam, 177 passed, representing 73.4% of the cohort. Of those 241 candidates, 175 (72.6%) sat the exam for the first time. The pass rate ... |
| | | | ... said. Although most said they would seek help from family members, close to two in five said they would consider using an adviser. Fidelity International head of wholesale, Australia Lauren Jackson said despite the growing appetite for advisers, Jackson ... |
| | | | Cybercriminals attempted to breach the systems of several superannuation funds over the weekend, although most attacks were repelled, thousands have been affected. Rest said fewer than 1% of its members have been affected by unauthorised activity on ... |
| | | | WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ... |
|