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Showing 201 - 210 of 4049 results for "Engage"

FAAA Award winners announced

ANGELIQUE MINAS  |  THURSDAY, 20 NOV 2025
The 2025 Financial Advice Association Australia (FAAA) Award recipients were announced at the FAAA Congress Gala Dinner in Perth. Following judging, 18 finalists across six categories were recognised for their focus on delivering the highest standard ...

Prevention of Shield, First Guardian-like events the focus from here on: Mulino

MATTHEW WAI  |  THURSDAY, 20 NOV 2025
... services sector at large, saying there may not have been sufficient protection measures in place before victims decided to engage with Shield and First Guardian. "I want to be careful without being too declarative, as these things are now before the ...

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
A recent study by Praemium and CoreData indicated trusted expertise and human connection are paramount concerns among high-net-worth (HNW) investors. Despite the rise of AI solutions and digital tools, the study indicated 36% of HNW investors rank trust ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
... retail and wholesale adviser channels. Oliver's appointment in our Sydney office will strengthen our ability to support and engage with our expanding client base," Curnow said. Carr's appointment brings Sydney in line with Melbourne, with both offices ...

ART snags TCorp's alternatives head

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
Australian Retirement Trust (ART) has hired a senior investment executive from NSW Treasury Corporation (TCorp). Matt Dellit has left his position as head of alternatives at TCorp to join the $330 billion superannuation giant. Dellit will take on the ...

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
Brighter Super has introduced three new senior leadership positions. It has appointed Hayley Powell as head of superannuation and retirement advice, Craig Godfrey as head of IFA partnership and growth, and Brendan Nerdal as head of stakeholder and corporate ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
ASIC is suing SQM Research over its 'favourable' rating for the Shield Master Fund, marking the first time the watchdog has acted against a research house. ASIC alleges that the research house failed to obtain information needed to properly ...

Super performance test, DBFO reforms coming: Government

ELIZA BAVIN  |  WEDNESDAY, 12 NOV 2025
... any potential changes, funds' responsibilities to their members will always come first. "Treasury will continue to engage with the industry through ASFA and other peak bodies, alongside its discussions with the technical working group as well," he ...

Perennial snaps up 50% of Balmoral, hands over microcap mandate

RIDDHIMA TALWANI  |  TUESDAY, 11 NOV 2025
Perennial Partners has acquired half of Balmoral Investors and chosen it to manage its Australian microcap strategy. Balmoral portfolio managers Wik Farwerck and Tim Canham will manage the combined funds of both asset managers, totaling more than $150 ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
Ascalon Capital has acquired Evergreen Consultants, saying the two firms have a shared focus on investment excellence, governance and adviser partnerships. The deal will strengthen Ascalon's position in the domestic wealth management market by leveraging ...