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Showing 871 - 880 of 13232 results for "adviser"

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... They still have to handhold the small businesses and do a lot of the work. They are mostly historical deals made when adviser numbers were back at 25,000. So, the software companies have been left with a hangover from the past that they are, I think ...

Insignia grants CC Capital limited due diligence

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... Financial has engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. This latest development comes after a bidding war commenced for the financial services firm. US-based Bain Capital ...

Former AIA executive finds new gig

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
... Australia and New Zealand. In the new role, Tremethick will focus on life and health insurance industries and cover direct and adviser distribution, manufacturers and reinsurers. He has over 25 years of experience in the life insurance sector specialising ...

Legalsuper hunts for CIO

ELIZABETH FRY  |  THURSDAY, 16 JAN 2025
Legalsuper is looking for a new investment chief, following the resignation of Paul Murray who departed the industry fund just nine months into the job. Chief executive Luke Symons confirmed that Murray resigned from the fund on 20 December 2024 for ...

FAAA accuses government of crucial CSLR failure

MATTHEW WAI  |  THURSDAY, 16 JAN 2025
The Financial Advice Association of Australia (FAAA) believes the government may have failed in its obligations when introducing the Compensation Scheme of Last Resort (CSLR) by skipping a key step. Following a review of documents the FAAA obtained ...

Research digs into HNW investment preferences

MATTHEW WAI  |  TUESDAY, 14 JAN 2025
According to new research from Praemium, high-net-worth (HNW) investors with stronger balances are typically tipping more into alternatives. The report comes as advisers eye the asset class along with artificial intelligence (AI) and technology as key ...

Dixon Advisory clients should be heard at Senate inquiry: Anderson

ANDREW MCKEAN  |  MONDAY, 13 JAN 2025
... own business - who invested over $100,000 in the US Masters Residential Property Fund (URF) through his Dixon Advisory adviser, most of which was lost. He said they discussed the Dixon Advisory business model, where an Investment Committee, comprised ...

Adviser number growth shoots?

ANDREW MCKEAN  |  FRIDAY, 10 JAN 2025
... webinar. More positively, Rainmaker Information executive director of research Aman Ramrakha added that not only have adviser losses plateaued, but there are also signs of growth, "tiny green shoots," coming in. Ramrakha continued that the distinction ...

Insight Investment names chief executive

MATTHEW WAI  |  FRIDAY, 10 JAN 2025
The global asset management company - which houses £665 billion assets under management - has announced the appointment of a new chief executive following Abdallah Nauphal's decision to retire. Raman Srivastava has taken on the role and is based in ...