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Showing 821 - 830 of 13229 results for "adviser"

Fiducian FUMAA swell to $14.4bn

KARREN VERGARA  |  MONDAY, 17 FEB 2025
Fiducian Group reported an 11% increase in funds under management, administration, and advice (FUMAA) to $14.4 billion thanks to improved inflows and the steady rise of the financial markets. The funds management business saw assets grow by 16% in the ...

Iress creates dedicated customer role

MATTHEW WAI  |  MONDAY, 17 FEB 2025
Iress has created a new position to strengthen its advice technology offerings, hiring the head of Count Financial. Adam Webb has been appointed to the newly created role of executive general manager, customer, effective March. In his new role, Webb ...

Capital Group promotes for key distribution role

JAMIE WILLIAMSON  |  MONDAY, 17 FEB 2025
... Zealand. Before joining Capital Group, Brown spent nine years at Perpetual, four of which he served as general manager of adviser distribution. He also worked in business development at Macquarie. In the new role, he will develop the firm's distribution ...

Centaur goes self-licensed, appoints former dealer group head

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... licence with RFS Advice, Evalesco, and Guide Financial to reduce costs. However, Centaur chief executive and FS Power50 adviser Hugh Robertson told Financial Standard the firm ultimately wanted to control its own destiny, be ambitious, and go for growth. ...

AMP profit dives as advice business sale bites

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... performance, and we're launching new offers including digital advice," George said. She said there's been strong adviser uptake of retirement products and managed portfolios on the North platform, which is driving inflows, adding that, in the ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
... paramount," Stewart said. "In the same way that investments and insurance philosophies are foundational resources for adviser and advice practices, driving more efficiency and consistency and quality outcomes for client, the time is now right for the ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... advisers will need to improve public awareness to win over millions of Australians, many of whom still don't know what an adviser does or how they add value, according to an intelliflo whitepaper. The emphasis to articulate what a professional adviser ...

JP Morgan AM nabs Netwealth exec

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... range of active ETFs, enabling and expanding access to alternatives, and growing our client base across both the financial adviser and HNW channels," said Carlile. Finnigan said she was delighted to join the team, describing: "I'm excited about the ...

New starter at GCQ Funds

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
Doug Tynan's GCQ Funds Management has picked up an Ellerston Capital manager to look after advisory groups in New South Wales and South Australia. Nathan Boroughs has been appointed distribution director and will work closely with GCQ distribution ...

Alexander Funds recruits regional manager

ELIZABETH FRY  |  THURSDAY, 13 FEB 2025
... South Australia and Tasmania, based in Melbourne. Marchueta will join distribution head Chris Inifer, and will focus on adviser, family office and high net worth clients in VIC, SA and TAS. She will also work alongside James Curnow the Sydney-based regional ...