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Showing 841 - 850 of 9988 results for "advisers"

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December 2024, Keystone Asset Management - the responsible ...

Praemium hunts for new chief financial officer

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... recognise that these important benefits to shareholders are the product of incredible work from our people, the choices our advisers and their clients make and the privilege it is to serve to them."

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
... transformed over the last 5-7 years, with the exit of the banks and the larger institutions and the rise of professional advisers. The investment AZ NGA is making in the industry will shape the future of advice for the next generation of advisers and ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... and complement the existing services that we see from our in-house team, but also our partnerships with our external advisers." UniSuper chose Ignition after an "extensive process" that began with a market scan and request for information across the ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
... tax, compliance requirements and cost of advice concerns, SMSFs remain in favour with distinct groups of investors and advisers who value greater flexibility when it comes to growing and protecting wealth."

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
... revenues grew more than 4.4% because of new client growth and higher asset-based fee income. In the period, it lost 11 advisers, which it described as natural attrition. The Wrap business recorded a 23.7% increase in UNPAT, coming in at $39.7 million. ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
... outperform their non-advised counterparts by 7.6% compared to 6.4% in the median rate of return. "The research found financial advisers play an important role in bolstering SMSF returns and helping trustees to avoid investment mistakes," SMSFA chief ...

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... Caroline Gurney to help promote the group's model and investment strategy to a broader network of brokers, financial advisers, and high-net-worth investors. He will work across the three Future Generation funds: the listed investment companies Future ...

Challenger profits up, share price falls

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
... growth," Hamilton said. Challenger said it progressed a range of initiatives to strengthen its brand and engagement with advisers ahead of the launch of its re-platformed customer technology later this year. Hamilton also noted that the Life business ...