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Showing 1321 - 1330 of 34263 results for "Financial"

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... Additionally, HUB24 (6.8%) and Netwealth (5.3%) are the sixth and eighth most used platforms, respectively, among aligned financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Fitzpatricks Financial Group has rejigged the role of its chief executive following the general manager for advice's decision to step down from the private wealth subsidiary. Fitzpatricks Advice Partners' general manager of advice Jasia Fabig has resigned ...

Buyers demand HNW advice practices: Radar Results

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advice practices that service high-net-worth (HNW) clients and earn more than $1 million in recurring revenue are in high demand from acquirers, according to Radar Results. Buyers are also keen on institutional licensees and private wealth ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

Regal assets hit $18bn

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... Adrian Redlich will join the Ark board alongside Parrab, Bullock and Sarah Townson. Ed Faraguna will serve as chief financial officer of Ark. Regal said the acquisition marks a notable expansion of its existing alternatives portfolio, and said the strategy ...

ASIC issues warning over BTG Technology

ELIZA BAVIN  |  MONDAY, 28 JUL 2025
... Bitget does not hold an AFSL, meaning it is not permitted to promote or encourage Australian investors to invest in its financial products. "Australians investing in unlicensed financial products are unable to access important rights and protections ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
The Financial Services Council (FSC) has released a green paper addressing the case for reforming Australia's financial advice licensing framework to better progress the advice sector against today's challenges. FSC's The Value and Future ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... designed to enhance the investment experience for both advisers and clients," Khan said. MLC's parent company Insignia Financial recently accepted CC Capital Partners' takeover offer. The Scheme Implementation Deed shows CC Capital will acquire all the ...

Acenda Group names finance, risk leads

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... will result in the merger of Acenda and Resolution Life Australasia before the end of the year, has appointed its chief financial officer and chief risk officer. Karen Malzard has been named group chief risk officer. For the last five years, she has ...

Cbus deputy chief executive resigns

ELIZA BAVIN  |  FRIDAY, 25 JUL 2025
... chief executive and chief member officer Marianne Walker has stepped down from the super fund. A Cbus spokesperson told Financial Standard Walker will depart in September. "Marianne Walker has decided to leave the fund in early September to concentrate ...