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Showing 1 - 10 of 101 results for %22High Level Expert Group%22

InvestSMART launches investing platform

ANDREW MCKEAN  |  THURSDAY, 7 MAR 2024
... partners will be able to offer their clients access to professionally managed investment portfolio without the relatively high cost of obtaining personal financial advice; and our partners can concentrate on what they are good at without the time and ...

Aware Super, ART hire member service heads

ELIZABETH FRY  |  MONDAY, 29 JAN 2024
... pivotal for the fund's members' experience. "Jess will be instrumental to ensuring our members experience the highest level of Super Helpful support and service across channels, either through call centres, social channels or via email and digital ...

SG Hiscock plucks new investment chief from UniSuper

CHLOE WALKER  |  THURSDAY, 11 JAN 2024
... we are continuing to invest strongly in the organisation through the quality of our talent. Our goal is to bring a high level of quality investment solutions and service to our clients." Commenting on Hogg's departure, UniSuper chief investment officer ...

Macquarie Wrap rolls out new features for advisers

ANDREW MCKEAN  |  TUESDAY, 9 JAN 2024
Macquarie introduced new digital features and security enhancements on Macquarie Wrap, including account-level performance reporting and a live chat function in Adviser Online. The platform's updated account-level performance reporting functionality ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
WT Financial Group (WTL) will acquire Millennium3 Financial Services (M3) from Insignia Financial for $2 million. Under the deal, M3's 140 wealth and personal risk insurance advisers, operating in more than 75 privately owned practices across the ...

Currency hedging solution launched for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 15 NOV 2023
... of the capital, Rochford explained. It requires a minimum investment of $20,000, with the liquidity deliberately set quite high to allow investors to exit quickly if needed, however it's suggested investors remain with the fund for at least five years. ...

Prosperity merges with accounting firm

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2023
... chose our firm," he said. Prosperity has serviced health sector professionals, small-to-medium enterprises, non-profits, and high-net-worth families for 35 years. Yantsch commented: "We believe joining forces with Prosperity Advisers Group allows us ...

AIA welcomes new group partnerships lead

JAMIE WILLIAMSON  |  WEDNESDAY, 27 SEP 2023
... Stavliotis has extensive background in client management, both at reinsurers and as a direct insurer, and brings with him a high level of technical expertise, dating back to his time at CommInsure where he worked across both retail and group." "George ...

Australia sees modest uptick in HNWIs: Study

CHLOE WALKER  |  MONDAY, 18 SEP 2023
... investable assets increased by 10,000 in the past year to 635,000, according to Investment Trends' latest research. The 2023 High Net Worth Investor Report, sponsored by Praemium, is based on a quantitative online survey conducted between June and July ...

Advisers pivot to protect retirees from inflation

CASSANDRA BALDINI  |  WEDNESDAY, 7 JUN 2023
... speaking with advisers around Australia, the way most mitigate the impact of inflation on retirement incomes is across three high-level categories. "Client intermated lifestyle changes, asset allocation, portfolio construction strategies and product ...
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