Search Results | Showing 761 - 770 of 4658 results for "FINANCIAL ADVISERS" |
| | | ... private wealth channels. During 2022, the fund manager also saw a 53% rise in net flows of over $1 million from financial advisers. Ludovic Theau is due to join the ASX-listed firm in April as chief investment officer, hailing from the Clean Energy Finance ... |
| | | | ... professional management. In addition to self-directed investors and SMSFs, Prasad said SaxoSelect is ideal for financial advisers as options to add to their stable of solutions. "We wanted to bring the portfolios to the Australian market because of their ... |
| | | | ... "Inflows of over $10 billionn in the past six months demonstrate that managed accounts are a core service for financial advisers to assist their clients target their goals and the market volatility of the past six months has demonstrated this," he said. ... |
| | | | More than two thirds of the financial advisers that sat the mandatory exam passed the latest round. Releasing the latest results, ASIC announced that of the 192 candidates who sat the February exam, 128 passed. Sixty percent of them sat it for the first ... |
| | | | ... group FYG Planners has joined forces with Asendium to provide its network of advisers access to new software. Financial advisers will be able to utilise Asendium's Statement of Digital Advice (SoDA) system. This enables advisers to tailor the Statement ... |
| | | | ... important to stress here is because longevity is about time, if you have a three-stage life in your mind, you (financial advisers) tend to just keep saying to people save more, save more, save more." However, Scott explained, this way of engaging and ... |
| | | | ... wealth management industry, having worked with the likes of Citibank, Standard Chartered Bank, and Manulife Financial Advisers. "An experienced financial services adviser, Matthew Tan brings a detailed focus on operating components as well as a client ... |
| | | | ... aims to support DASH, formerly known as WealthO2, in advancing its technology, offering improved solutions to financial advisers and licensees, aiming to streamline advice processes and implementation workflows. DASH chief executive Andrew Whelan outlined ... |
| | | | ... Australia from April 3, the two bodies will run the United Association Roadshow in May and June. The Association of Financial Advisers (AFA) and the Financial Planning Association of Australia (FPA) have announced the roadshow's official theme will be ... |
| | | | ... just one aspect of our growth channels, which also include pursuing growth through member direct and retail financial advisers," ART chief executive Bernard Reilly said. "It's important to acknowledge though that our focus isn't on growth for growth's ... |
|