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Showing 191 - 200 of 4647 results for "financial advisers"

Betashares launches first private credit fund

ELIZA BAVIN | MONDAY, 1 SEP 2025

... 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 middle-market ...

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. ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI | FRIDAY, 29 AUG 2025

... Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly 200 financial advisers, found that financial advisers added at least 5.6% in value for clients over the past 12 months, according to its formula, which ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR | THURSDAY, 28 AUG 2025

... provisional year (PY) associates and emerging advisers, while Johnston, aged 22, is among the country's youngest financial advisers, in line with Integro's plan to nurture young talent to address the acute shortage of advice professionals in the country. ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON | THURSDAY, 28 AUG 2025

... manual, including the conflicts policy, and failed his gatekeeper functions, ASIC said. So far, four of MWL's financial advisers have been banned by ASIC over their involvement in the Shield debacle. They are Isaac McQueen, Matthew Bradley, Rocco ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN | TUESDAY, 26 AUG 2025

... investigating Keystone Asset Management - the responsible entity for Shield - its directors and officers, certain financial advisers who recommended investors invest in Shield, the lead generators, and the research house. ASIC is also investigating Equity ...

Betashares adds emerging markets ETF

MATTHEW WAI | FRIDAY, 22 AUG 2025

... Africa. BEMG tracks the MSCI Emerging Markets Index and incurs a management fee of 0.35% per annum. Investors and financial advisers can use BEMG to access the long-term growth potential of developing markets in a convenient and cost-effective structure ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI | THURSDAY, 21 AUG 2025

... association did not make a submission to the consultation, said the removal of the anti-hawking exemption for financial advisers is not a good solution. "Cold calling is not in breach of the anti-hawking law, if they are not actually seeking to sell ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI | WEDNESDAY, 20 AUG 2025

A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON | TUESDAY, 19 AUG 2025

... director and chief executive Andrew Alcock said. Another highlight in FY25 was a marked increase in the number of financial advisers using the platform, HUB24 said. Over the year, it added 572 advisers - the largest increase since FY21. At that point ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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