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Showing 1 - 10 of 177 results for "Nationwide"

Young investors fall prey to bad social media advice

KARREN VERGARA  |  WEDNESDAY, 13 DEC 2023
... being misleading or factually incorrect, a new survey reveals. According to US insurance and financial services firm Nationwide, investors aged 15 to 54 years old tend to trust advice generated by social media, particularly from finfluencers and generative ...

Wealth firm awards CFS Edge mandate

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... technology coupled with open architecture central to achieving our aspirations in this space." Viridian has 350 staff nationwide, including more than 120 financial advisers. Last month, it launched Infinity Capital Solutions (ICS), an investment management ...

RW Capital launches Pets Fund

CHLOE WALKER  |  FRIDAY, 3 NOV 2023
... fund in the pet accommodation sector. The RW Capital Pets Fund plans to invest in a series of pet boarding facilities nationwide and will partner with Pet Resorts Australia (Pet Resorts) to manage these new facilities. RW Capital's vice president ...

Investor associations to unite

CHLOE WALKER  |  THURSDAY, 2 NOV 2023
... forward-thinking step, driven by the objective of harnessing the collective strengths that will elevate financial literacy nationwide and safeguard the interests of individual investors," it said. ASA chief executive Rachel Waterhouse said the amalgamation ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... business advisory firm." The merged entity now has offices in Brisbane, Newcastle, and Sydney. It has 180 staff members nationwide, with 40 located in Brisbane. "Like P+Y, Prosperity is committed to fostering a work environment that emphasises collaboration ...

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... more Australians achieve their financial goals." TWD was founded by Troy MacMillan in 2009 and has grown to 47 staff nationwide, two of which are based in Sydney. It specialises in providing values-based advice, wealth management and UK pension transfers ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
The Wealth Designers is expanding its footprint nationwide and internationally as it partners with a veteran financial adviser to mark its presence in Europe and the UK. The Perth-headquartered advice firm plans to aggressively expand in the near term ...

Russell adds to sustainable managed portfolios

KARREN VERGARA  |  TUESDAY, 29 AUG 2023
... and where they invest," Rogan said at the time. Russell's GoalTracker, the MySuper default option for iQ Super, Nationwide Super and Resource Super members, has posted returns up to 13.5% in the 2023 financial year.

Fiducian eyes IFAs, South Australia for inflows

KARREN VERGARA  |  MONDAY, 14 AUG 2023
... contributor to new funds inflow in 2023-24". Fiducian had 80 financial advisers in its books operating in 45 offices nationwide. It opened three new offices in New South Wales during the year located in Illawarra, Ultimo, and Sutherland. During the period ...

Raiz increases portfolio fees

KARREN VERGARA  |  TUESDAY, 1 AUG 2023
... May, it launched the Raiz Property Fund to enable investors to allocate up to 30% of their portfolio to properties nationwide.
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