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Showing 951 - 960 of 13238 results for "Adviser"

Insignia Financial eyes 'most efficient' title by 2030

JAMIE WILLIAMSON  |  WEDNESDAY, 13 NOV 2024
... said. "We recognise there are a large number of Australians with unmet advice needs, and as Australia's largest salaried adviser business, we are well positioned to lead in this space through quality financial advice." As previously flagged, Insignia ...

HNWIs demand alternatives, platforms lack access

KARREN VERGARA  |  WEDNESDAY, 13 NOV 2024
... on average have 9% of portfolios invested in alternatives, which Praemium found was more than double the allocation of adviser groups focused on less wealthy clients. "The wealthier the client, the higher the allocation to alternative assets. Advisers ...

Mason Stevens names head of asset allocation

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
Mason Stevens has announced the appointment of Brad Creighton as head of asset allocation. Creighton brings with him 17 years of investment experience, having held senior roles in financial markets, most recently at AMP as co-portfolio manager of the ...

intelliflo partners with Capital Preferences

KARREN VERGARA  |  TUESDAY, 12 NOV 2024
Financial advice technology provider intelliflo has partnered with client engagement platform Capital Preferences. Capital Preferences will provide interactive assessments to help advisers better understand client preferences backed by science and behavioural ...

AMP makes operations, product, strategy hires

MATTHEW WAI  |  TUESDAY, 12 NOV 2024
... strength of our North offer. The next step will be to continue to build on North's market-competitiveness, extend our adviser footprint and drive greater awareness of North's leading functionality," Maloney said. "We have an exciting opportunity ...

Teaminvest partners to launch new fund

ELIZA BAVIN  |  TUESDAY, 12 NOV 2024
The Australian Wealth Advisors Group (AWAG) and Teaminvest Private Group (TIP) have partnered to launch the Succession Lending Fund. The fund was designed to address the growing need for succession planning within the accounting and financial planning ...

Small caps boutique merges with Conduit Group

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
Small caps investment house Spatium Capital has inked a merger agreement with Singapore's Conduit Group. Spatium Capital, based in Melbourne, is merging with Conduit Securities and Conduit Asset Management, subsidiaries of Conduit Group, as both parties ...

LGT Crestone takes over remainder of Commonwealth Bank's advice business

ANDREW MCKEAN  |  MONDAY, 11 NOV 2024
... transaction completes, with LGT Crestone offering roles to all "relevant support staff" to maintain continuity in client-adviser relationships and provide additional career opportunities. LGT Crestone chief executive Michael Chisholm said CBA's decision ...

Evalesco and Principal Edge merge

ELIZA BAVIN  |  MONDAY, 11 NOV 2024
... general manager Belinda Marley-Wallace. Principal Edge founder Bruce Kluk will remain on as a director, owner, and financial adviser, focusing on long-term growth through the Principal Edge family office offering. All staff from Principal Edge, including ...

Invesco Advisers pays $26m over false ESG claims

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
Invesco Advisers was charged by the Securities and Exchange Commission (SEC) after it was found to have misled investors as to what proportion of its total assets were invested according to ESG principles. Invesco Advisers was charged with willfully ...