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Showing 781 - 790 of 9814 results for "Advisers"

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 ...

Invesco Advisers pays $26m over false ESG claims

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
Invesco Advisers was charged by the Securities and Exchange Commission (SEC) after it was found to have misled investors as to what proportion of its total assets were invested according to ESG principles. Invesco Advisers was charged with willfully ...

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
... economic cycles and financial crises in their lifetime, they also tend to have a better grasp of "the value that financial advisers and other investment professionals can bring to the table." Meantime, exchange-traded funds (ETFs) are the most common ...

Betashares launches ethical fixed income ETF

MATTHEW WAI  |  THURSDAY, 7 NOV 2024
... leadership in both ethical and fixed income ETFs to offer a unique portfolio solution that meets the evolving preferences of advisers and investors alike," Vynokur said. "We believe AEBD will become a foundational element in the portfolios of many ethically ...