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Showing 1351 - 1360 of 9814 results for "Advisers"

Sequoia expands professional services arm

CASSANDRA BALDINI  |  WEDNESDAY, 12 JUL 2023
... the businesses of Castle Corporate and Castle Legal for $3.15 million. Castle Corporate assists accountants, financial advisers, and lawyers with the formation of companies, trusts, and self-managed super funds. Meanwhile, Castle Legal is its boutique ...

Equipsuper adds board director

ELIZABETH FRY  |  TUESDAY, 11 JUL 2023
... and assets, including five years with Towers Perrin's asset consulting practice and seven years at Access Capital Advisers He also did a stint at Palisade Investment Partners, where he was partner and head of investment operations. Widdup was one ...

Adviser demand up as industry turns corner: Recruiter

KARREN VERGARA  |  FRIDAY, 7 JUL 2023
... last three months which saw healthy demand for associate adviser roles. Recruit2Advice principal Dugald Braithwaite said advisers and practices that are "well set in the market with a good reputation" are currently inundated with referrals and approaches ...

ASX consultation: Time to say goodbye to mFund?

ANDREW MCKEAN  |  FRIDAY, 7 JUL 2023
... platform functionality. Other industry trends, such as the increasing adoption of ETPs by retail investors and financial advisers, the entry of managed fund transactions services like Calastone and Clearstream into the Australian market, and regulatory ...

BlackRock drops more ETF fees

CHLOE WALKER  |  FRIDAY, 7 JUL 2023
... seen a range of market participants respond to our move that, in turn, has delivered a win-win outcome for Australian advisers and investors alike," Giles said. "Now, Australian advisers can keep more of their fee budgets to allocate to more tactical ...

AMP loses BOLR changes class action

KARREN VERGARA  |  WEDNESDAY, 5 JUL 2023
The Federal Court this morning has ruled in favour of disgruntled AMP Financial Planning advisers who saw the value of their practices deteriorate after the parent company controversially changed its Buyer of Last Resort (BOLR) rules. In handing down ...

FAAA celebrates membership renewals, anticipates more

ANDREW MCKEAN  |  TUESDAY, 4 JUL 2023
... big milestone for membership," she said. "This year it was the critical date for windup of the Association of Financial Advisers (AFA), and many of our members prefer to pay in the previous financial year in any case, for tax reasons." The FAAA announced ...

Power50 kicks off for 2023

JAMIE WILLIAMSON  |  MONDAY, 3 JUL 2023
Nominations are now open for the annual FS Power50, recognising the most influential financial advisers in the profession. Now in its 10 th year, the FS Power50 aims to shine a light on those advisers who are doing the most for their industry and their ...

E&P appoints new chief executive

KARREN VERGARA  |  FRIDAY, 30 JUN 2023
... been the managing director and head of E&P Capital since September 2018. He was previously a principal of Fort Street Advisers and worked in senior roles UBS and CVC Asia Pacific. E&P non-executive chair David Evans said: "We are extremely grateful to ...

Netwealth relaunches Wealth Accelerator

JAMIE WILLIAMSON  |  FRIDAY, 30 JUN 2023
... account. Netwealth is relaunching the flagship Wealth Accelerator platform to better service the growing number of financial advisers dealing with complex investments like overseas private equity, venture capital, debt, and infrastructure. The new Multi ...