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Showing 771 - 780 of 9808 results for "advisers"

CFS expands managed accounts offering

MATTHEW WAI  |  WEDNESDAY, 13 NOV 2024
... service different client segments from a single platform. CFS executive director of managed accounts Frances Taylor said advisers and their clients can benefit from true diversification by spreading risk across different countries, sectors, and asset ...

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... increase efficiency and profitability of the advice business by harnessing AI "to reduce our cost to serve, freeing up advisers to spend more time with more clients." "At Insignia Financial we believe in the power of financial advice and its ability ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... so, a survey conducted by CoreData and Praemium between August and September found. Nearly one third (30%) of financial advisers focused on wealthy clients found it difficult to access alternatives via their primary investment platform. Nearly 10% described ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... Mason Stevens," Mason Stevens said. "Brad is passionate about helping clients maximise their wealth and working with advisers to deliver the best possible investment solutions for clients throughout their investment journey." In his new role, Creighton ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
... with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural economics. Stephen Wirth, the Australia product strategy ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... management division of the Westpac Group, most recently as its head of service and operations. Meanwhile, Way will help advisers to run their investment propositions on the North platform and will develop and accelerate growth plans for its managed portfolio ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
... retention. All loans will be fully assessed and appraised with each borrower assessed for the reputation and experience of the advisers and their team; value, quality and marketability as assets securing the loan; and the ability to repay based on profit ...

Small caps boutique merges with Conduit Group

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... interconnected financial world," he said. "The ability to meet the demand for truly innovative products for Australian wealth advisers, institutions and researchers is not to be understated in a market that is desperately seeking differentiation."

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... the Princely Family of Liechtenstein and manages over $500 billion in client assets, will integrate approximately 40 advisers, associates, and support staff. LGT Crestone fields a team of about 350 employees, including a network of 100 advisers across ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... long-term growth through the Principal Edge family office offering. All staff from Principal Edge, including its six advisers, will remain in the business, and both brands will continue to operate side by side, while sharing their resources. "Our merger ...