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Showing 1 - 10 of 109 results for "Financial advisors"

Natixis IM eyes expansion with new retail AFSL

ANDREW MCKEAN  |  MONDAY, 4 SEP 2023
... investors, and we are now looking forward to delivering our world-class strategies and client-focused service to financial advisors and individual investors." In 2017, Natixis acquired a 51.9% majority stake in IML, its first acquisition in Australia ...

AFA celebrates 10 years of Inspire

CHLOE WALKER  |  WEDNESDAY, 8 MAR 2023
... Financial Advisers Association of Australia as we come together in early April, openly representing 80% of the financial advisors in the country is absolutely committed to this community," Perera said. "We want to see it grow, we want to see it flourish ...

SEC fines UBS Financial Services over fraud charges

JAMIE WILLIAMSON  |  THURSDAY, 30 JUN 2022
... provided was in the best interest of their clients. When investors suffered losses, many of them, along with their financial advisors, expressed surprise and closed their YES accounts," the SEC said. "Advisory firms are obligated to implement appropriate ...

Inquiry criticises gaps in CSLR

KARREN VERGARA  |  MONDAY, 31 JAN 2022
... Even with the exclusion of product providers from this scheme, it's inevitable the spotlight will be on financial advisors for the allocation of fault," Burgess said. Additionally, the association is backing for professional indemnity insurance to ...

UBS acquires Wealthfront, opens multicultural division

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... providing wealth management to high-net-worth and ultra-high-net-worth investors through trusted relationships with financial advisors, and will enhance our long-term ambition to deliver a scalable, digital-led wealth management solution to affluent ...

ASIC smooths path for crypto ETFs

ELIZABETH MCARTHUR  |  MONDAY, 1 NOV 2021
... Australian investors via a familiar ETF structure," he said. "This is a welcome development for those investors and financial advisors who are seeking crypto exposure but are uncomfortable with buying and selling cryptocurrencies on unregulated exchanges. ...

Macquarie AM acquires alternative investment group

ELIZABETH MCARTHUR  |  FRIDAY, 22 OCT 2021
... Conway added. "Macquarie's objective with the acquisition of Central Park Group is to empower clients and their financial advisors to invest for long-term success through access to institutional-quality alternative investment opportunities in thoughtful ...

Foresight Analytics acquires research firm

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... given its commitment to provide high quality tools, research insights, ratings and asset allocation advice to financial advisors and investors within Australia's quickly growing wealth management industry," she said. The acquisition comes after Foresight ...

Remediation services profiting from Royal Commission failures

ELIZABETH MCARTHUR  |  THURSDAY, 11 MAR 2021
... GST (charged on a no-win-no-fee basis). "The Banking Royal Commission exposed misconduct by banks and some financial advisors. Now thanks to its findings, they can help consumers claim back their money," Remediator co-founder Claudia Virgona said. "Unfortunately ...

Prime Value hires from MLC

ELIZA BAVIN  |  WEDNESDAY, 3 MAR 2021
... investors. "Philip is an outstanding addition to our team and will be important in developing our connection with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and ...
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