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Showing 901 - 910 of 9814 results for "Advisers"

JANA wins investment consulting mandate

ANDREW MCKEAN  |  WEDNESDAY, 24 JUL 2024
JANA Investment Advisers has been awarded a mandate to provide investment consulting services for separately managed accounts (SMA) aggregator Wealthtrac. The mandate, effective from August 15, will initially cover 10 of Wealthtrac's existing SMAs ...

Advisers shun major institutions, 500 exit: Rainmaker

KARREN VERGARA  |  WEDNESDAY, 24 JUL 2024
Financial advisers continue to ditch major institutions as more than 500 left in the year to June, Rainmaker analysis shows. Major institutions lost 8.8% of their advisers, with 513 exiting over the 12 months to end up with 5361 at the end of the period. ...

Generation Development Group corrals complete ownership of Lonsec

ANDREW MCKEAN  |  TUESDAY, 23 JUL 2024
... healthy pipeline of business set to fall in the first quarter of FY25. We've seen more significant increases in active advisers each moth that in previous financial years. This is the first time we've been able to achieve this and gives us confidence ...

Insignia Financial flags more remediation ahead

JAMIE WILLIAMSON  |  MONDAY, 22 JUL 2024
... tax to its remediation bill for FY24. Of this, close to $60 million relates to "completed assessments for self-employed advisers which exhibited far higher failure rates than expected based on past experience." A further $41 million has been provisioned ...

Consultation opens on tax practitioners' registration

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... modernise the registration framework and/or address potential challenges. The consultation is open until August 7. Financial advisers who provide taxation advice no longer had to be registered with the TPB as of 1 January 2022. Allegro Funds acquired ...

AustralianSuper manager research head departs

ELIZABETH FRY  |  FRIDAY, 19 JUL 2024
... head of manager research has left the fund to join a US global equities boutique. Joseph Wahba joins Sustainable Growth Advisers (SGA) in the newly created role of client portfolio manager and investment committee member. Wahba held several senior roles ...

Kidmans acquires wealth advisory firm

KARREN VERGARA  |  WEDNESDAY, 17 JUL 2024
... stakes in several advice and accounting firms that include Unite Advisory (69%), Accurium Holdings (85%), and Evolution Advisers (85%). Count acquired Solutions Centric, a company that provides offshore SMSF services out of India, in February. It also ...

SSGA expands risk-based ETF model portfolios

ELIZA BAVIN  |  WEDNESDAY, 17 JUL 2024
... model portfolios to include a new High Growth investment option. The High Growth model will be available to financial advisers on the Praemium, HUB24 and Netwealth platforms this month. It will complement SSGA's three existing risk-based portfolios - ...

Bitcoin ETF price war: VanEck, Monochrome cut costs

ANDREW MCKEAN  |  FRIDAY, 12 JUL 2024
... investment opportunities that meet the needs of our investors. We believe this move will help strengthen trust among advisers and their clients in conversations relating to Bitcoin and their digital asset strategies," he said. Yew previously told Financial ...

Hostplus nabs top JANA executive

ELIZABETH FRY  |  FRIDAY, 12 JUL 2024
... billion industry fund that looks after hospitality workers has snared a senior property executive from JANA Investment Advisers. Chris Cawson jumped to Hostplus two weeks after the asset consultant lost its infrastructure head to the industry fund for ...