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Showing 781 - 790 of 9808 results for "advisers"

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 ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
A new survey shows financial advisers are increasingly relying on other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client meetings and back-office processing, this year's AdviceTech Buyer's Guide shows, as the ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... yesterday introduced the Corporations Amendment (Streamlining Advice Process) Bill 2024 in a bid to reduce red tape for advisers, alleviate the hefty cost of producing an SoA for clients, and make advice more affordable. "We have seen the unmet advice ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
... initiative will help the profession better serve this strong and growing community. "The declining number of financial advisers in Australia is a well-known and serious issue. We hope this agreement with FPSB India will lead to more advisers working ...

CFS, Viridian Advisory launch low-cost advice deal

KARREN VERGARA  |  MONDAY, 4 NOV 2024
... advice general manager Brett Arnol said: "Our investment in technology over the past 10 years, along with developing new advisers into our network via our Professional Year program, has allowed us to provide affordable advice to more Australians through ...

Most influential financial advisers revealed in FS Power50

ANDREW MCKEAN  |  MONDAY, 4 NOV 2024
Financial Standard has recognised the most influential financial advisers in Australia in its annual FS Power50 list. The Power50 list, now in its 11 th year, comprises 50 financial advisers who are deemed to be best promoting the value of the financial ...