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Showing 811 - 820 of 9814 results for "Advisers"

Praemium FUA up 33% to $60bn

ELIZA BAVIN  |  TUESDAY, 22 OCT 2024
... transitional services," Wamsteker said. Despite the mostly positive result, Powerwrap's gross outflows from transitioning advisers were around $1 billion for the financial year and continued in the September quarter. "Powerwrap's non-systemic outflows ...

My Dealer Services appoints head of strategy

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... when the company is eager to significantly grow the depth of services it provides as well as the number of self-licensed advisers it equips and supports, it said. "Over the coming months, we will be reaching out to more advisers to share our core belief ...

GDG records highest quarterly FUM, inflows growth

MATTHEW WAI  |  MONDAY, 21 OCT 2024
... 28%, with the total LifeIncome FUM now at $42 million. This is also driven by the quarterly increase in active financial advisers in GDG's network, which Hackett said is a strong predictor of inflows. "The stronger performance is attributed to several ...

AMP's MyNorth sees inflows rise 76%

ELIZA BAVIN  |  THURSDAY, 17 OCT 2024
... platforms business seeing $750 million in net cashflows, up 76%. In addition, MyNorth inflows from independent financial advisers were up 47% for the quarter to $832 million. This has brought platform assets under management (AUM) to $78.1 billion, up ...

JANA awarded mandate for $2bn construction leave scheme

MATTHEW WAI  |  THURSDAY, 17 OCT 2024
JANA Investment Advisers will now provide asset consulting services for LeavePlus, a $2 billion portable long service leave scheme for Victorian construction industry workers. Formerly known as CoINVEST, LeavePlus administers the scheme for 280,000 ...

Expand bolsters SMA offerings amid $10bn milestone

MATTHEW WAI  |  WEDNESDAY, 16 OCT 2024
... "Our continued commitment to the growth, innovation and development of the Expand platform will support licensees and advisers to access simpler, faster and more intuitive investment solutions, helping them to achieve better outcomes for their clients," ...

Clime shakes up board again

KARREN VERGARA  |  WEDNESDAY, 16 OCT 2024
... Madison Financial Group to Infocus Wealth Management due to the complexities and costs associated with licensing financial advisers. In the three months to September, Baragwanath said: "Clime has made significant strides in reducing executive overhead ...

Zenith appoints new head of research

ELIZA BAVIN  |  WEDNESDAY, 16 OCT 2024
... responsible for leading the delivery and expansion of the combined investment and super fund research program to financial advisers and platforms across Australia. He will report to Zenith managing director Jason Huddy, commencing in the role November ...

Acclaim Wealth enters managed account space

ANDREW MCKEAN  |  TUESDAY, 15 OCT 2024
... partner up with Managed Portfolios because the solution came from their own advice practice, so the technology is built by advisers for advisers," Constable said. "We understand that managed accounts are an important part of the adviser toolkit, we knew ...

GSFM hires retail business head

KARREN VERGARA  |  TUESDAY, 15 OCT 2024
... include dealing with research houses, retail asset consultants, platforms, private wealth, and independent financial advisers. "Throughout his career Ben has demonstrated a commitment to delivering sustainable, consistent, and exceptional outcomes for ...