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Showing 1191 - 1200 of 34258 results for "Financial"

Betashares launches first private credit fund

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... division, the Betashares Private Capital Cliffwater Private Credit Fund. The unlisted fund provides wholesale investors and financial advisers with cost-effective exposure to a highly diversified portfolio of senior secured loans to predominantly US ...

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
Voting for Australia's most influential financial advisers in the 2025 Financial Standard Power50 is now open. The shortlist of 120 financial advisers who have progressed to the voting stage after receiving more than 200 nominations has been revealed. ...

AMP, Insignia, Bendigo products fail super performance test

KARREN VERGARA  |  FRIDAY, 29 AUG 2025
AMP, Insignia Financial and Bendigo SmartStart are the only superannuation fund providers whose platform trustee-directed products (TDP) failed APRA's latest performance test. Only seven out of the 563 products that APRA tested failed in its latest ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly ...

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
... this week, the committee advised the Senate it would not seek re-adoption of the inquiry and the Senate agreed. The Financial Advice Association Australia (FAAA) said it is "deeply disappointing" the inquiry will not continue. "The decision to end the ...

Australian Unity reveals profit turnaround

ELIZA BAVIN  |  FRIDAY, 29 AUG 2025
... The group invested $70.2 million of non-recurring expenses into its integration and transformation programs during the financial year, adding that it expects these programs of work to be substantially complete by 31 December 2025. During the year, Australian ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Focus Financial Partners appoints a new executive chair to oversee Focus' business units in Australia. The group has promoted Travis Danysh from chief corporate development officer to chief strategy officer, effective immediately. Under the newly-created ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

ATO eyes SMSF illegal early access

KARREN VERGARA  |  THURSDAY, 28 AUG 2025
... retirement savings and disqualification as an SMSF trustee which goes on the public record," she said. In the 2021-22 financial year, the ATO estimated that SMSF illegal early access came to $250.1 million, sightly decreasing from $256.1 million in the ...