Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 951 - 960 of 13232 results for "adviser"

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 ...

Capital Partners managing director steps down

JAMIE WILLIAMSON  |  SUNDAY, 10 NOV 2024
David Andrew, the managing director at Capital Partners Private Wealth Advisers, is stepping down after 25 years. Andrew founded the West Australian firm in 1999. It's since grown to employ more than 50 staff and service over $2 billion in assets. ...

Old, retired males more likely to use a financial adviser: VanEck

ANDREW MCKEAN  |  THURSDAY, 7 NOV 2024
People who use a financial adviser tend to be older - over half are aged 60 and above - primarily retired, and predominantly male, according to VanEck. The investment manager's annual investor survey, which included over 3500 respondents, found that ...

Betashares launches ethical fixed income ETF

MATTHEW WAI  |  THURSDAY, 7 NOV 2024
Betashares launched its first-ever ethical fixed income ETF, claiming the strategy will only invest in Australian bonds that are ethically screened. The Betashares Ethical Australian Composite Bond ETF (ASX: AEBD) offers investors exposure to a range ...

Advisers count on specialist advisers: Survey

KARREN VERGARA  |  WEDNESDAY, 6 NOV 2024
... other advisers who are specialists in the areas of tax, aged care, and estate planning. Viridian Advisory's latest Adviser Sentiment Poll found that 72% of advisers frequently have to collaborate with other advice specialists to develop financial ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
... advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that "by talking to a licensed financial adviser, you can be better off." "Financial advice can be life-changing - it can be aspirational, it can give people control over ...

AI use limited but take up rises among advisers

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
While adoption of artificial intelligence (AI) is limited across financial advice firms, the rate of adoption has increased significantly in the past year, according to Netwealth. AI has largely been helping advisers improve efficiencies during client ...