Search Results | Showing 771 - 780 of 13229 results for "adviser" |
| | | Yarra Capital Management co-head of Australian fixed income Roy Keenan believes the RBA is "really behind the curve" when it comes to easing monetary policy, arguing that a delayed rate cut has little to no effect. The firm had predicted at least two ... |
| | | | ... feature is developed with AMP's AI framework, integrated in the platform with the use of a large language model (LLM) for adviser and client review meetings. It leverages generative AI technology to transcribe audio recordings, with a structured file ... |
| | | | Australian wealthtech platform HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different ... |
| | | | ... information, and that's what the second tranche of our reforms are all about," Jones said. "It's about a new class of adviser; reforming, improving and updating the best interest's duty; removing red tape which is an obstacle to advisers ... |
| | | | Speaking at Financial Standard 's Advisers Big Day Out (ABDO), Martyn Simpson, senior investment officer from Colchester Global Investors, discussed the potential impact of tariffs and some of the inflationary issues markets may yet face. In terms ... |
| | | | ... First Guardian, and Anderson. In the same month, the court froze the assets of Ferras Merhi, the principal and financial adviser of Venture Egg Financial Services, for his connection with its investigations concerning certain managed investment schemes ... |
| | | | New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ... |
| | | | ... advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con Maglis, along with senior advisers Shiva Vemula ... |
| | | | The Association of Independently Owned Financial Professionals (AIOFP) and the Institute of Financial Professionals Australia (IFPA) have signed a Memorandum of Understanding to enter into a "strategic alliance". IFPA board member Scott Heathwood told ... |
| | | | A Sydney-based financial adviser has been permanently banned for acting dishonestly and exhibiting a fundamental lack of knowledge, integrity, and professionalism, ASIC said. Peter Surtenich has been permanently banned on March 6 from providing any ... |
|