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Displaying results 181821 - 181840 of 182613

 

Four individuals, including three senior staff from Canaccord Genuity, have collaborated to launch their own Western Australian wealth management firm. ...

Financial planning • 12 November 2024

The fund manager has voiced optimism regarding the 60/40 allocation, noting the strategy can be a wise choice for clients in the long term....

Funds management • 12 November 2024

Selfwealth has announced it has received a “highly attractive” bid from Bell Financial Group to acquire 100 per cent of the company, valuing the company at $51 million....

Funds management • 13 November 2024

In this new episode of The Manager Mix, host Laura Dew speaks with Claire Smith, head of private assets sales at Schroders, to discuss semi-liquid global private equity....

Editorial • 13 November 2024

Count CEO Hugh Humphrey is keen for the firm to be a leader in the new world of advice as the industry generates valuable businesses post-Hayne royal commission....

Features • 13 November 2024

Insignia Financial intends to be the leading wealth manager by 2030 as it moves away from acquisitions to achieve $200 million in cost savings per annum over the next fiv...

Financial planning • 13 November 2024

The global investment manager is understood to be seeking a larger footprint in alternatives as it eyes taking a potential stake in a private credit manager. ...

Funds management • 13 November 2024

Fixed income ETFs have staged a comeback after seeing a dip in September, according to Betashares’ latest monthly report, with three funds being among the top 10 largest ...

Funds management • 13 November 2024

The firm has looked overseas to tap Lucinda Hill for the newly created role of executive general manager, product and operations, as it looks to expand into the US....

Funds management • 13 November 2024

Advisers will now be able to tap into global markets on the platform through international signature managed accounts from global managers like T. Rowe Price and Lazard. ...

Financial planning • 13 November 2024

With nearly one-third of financial advisers utilising Australian Ethical’s investment options, expanding its advised channels remains a key focus for the firm....

Funds management • 13 November 2024

LGT Crestone chief executive Michael Chisholm believes the firm was chosen to acquire Commonwealth Bank’s personal advice arm due to its strong private market capability....

Financial planning • 13 November 2024

AWAG and Teaminvest Private Group have teamed up to offer a succession lending fund to help advice principals navigate succession planning and enjoy their retirement. ...

Financial planning • 13 November 2024

Insignia Financial is targeting its salaried financial advisers increase their revenue per adviser by 62.5 per cent over the next five years....

Financial planning • 13 November 2024

Just one day after Selfwealth received a “highly attractive” acquisition bid from Bell Financial Group, it has received a second non-binding indicative proposal from a ri...

Funds management • 14 November 2024

ASIC chair Joe Longo says the complexity of the reportable situations regime for AFSLs is impeding the ability of the regime to achieve its original aim of identifying no...

Financial planning • 14 November 2024

Innovation isn’t just a buzzword; it’s the lifeblood of growth, competitiveness, and sustainability across industries. ...

Knowledge Centre • 14 November 2024

Research house Morningstar has welcomed a new director for manager research to cover Australian and New Zealand fund managers. ...

Financial planning • 14 November 2024

Pitcher Partners has urged caution about the use of private credit funds, despite a widespread push by fund managers on the benefits of the products....

Funds management • 14 November 2024

Global fund managers are the most overweight to US equities since August 2013 on the back of the election of Donald Trump as US president-elect, according to Bank of Amer...

Funds management • 14 November 2024
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 16 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago