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Showing 201 - 210 of 6205 results for "SIX"

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... its fourth interim report. The number of financial advisers listed on the Financial Adviser Register has almost halved in six years, down from 26,500 in 2019 to just 15,300 as of July 2025. CPA Australia chief executive Chris Freeland said the Commission's ...

Linda Elkins joins AMP board, Slattery exits

MICHELLE BALTAZAR  |  THURSDAY, 7 AUG 2025
... been appointed to the AMP Bank board. Elkins was national leader, asset and wealth management at KPMG, a role she held for six years prior to her retirement as KPMG partner by end of this month. She was previously executive general manager at CFS, leading ...

Former Qantas Super investment chief lands new gig

MATTHEW WAI  |  WEDNESDAY, 6 AUG 2025
... will be invaluable in helping our clients navigate change, while staying anchored to what matter most to them. "Over the last six years, we've built this firm thoughtfully and deliberately, always with a clear focus on clients who think in decades, not ...

Former adviser charged over clients' near $1m loss

MATTHEW WAI  |  WEDNESDAY, 30 JUL 2025
... Management Services (PWMS) and Professional Wealth Investments (PWI) appeared in the Downing Centre Local Court yesterday on six charges of dishonest conduct in relation to a financial product, contrary to s 1041G of the Corporations Act and one charge ...

Sequoia resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... increasingly difficult for him to balance his other commitments with his non-executive role at SEQ." Sweeney had sat on the board for six years. Sequoia thanked him for his "tireless and valuable" work. "Charles has always been an engaged and supportive ...

Special feature: Shaping private markets

ELIZABETH FRY  |  TUESDAY, 29 JUL 2025
... those different asset types or asset classes. Imagine being able to see how your infrastructure portfolio fund stacks up-not six months late, but right now. That's the kind of transparency that could actually help super fund members understand whether ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
Morningstar has revised its forecasts for HUB24 and Netwealth, with continued strong performance from the pair pushing their valuations higher. Total shareholder returns for HUB24 and Netwealth since the start of the year to 24 July 2025 were around ...

Economic growth has 'moderated': CommSec

ELIZA BAVIN  |  MONDAY, 28 JUL 2025
Western Australia has once again claimed the top spot in the latest CommSec State of the States report, leading the nation's economic performance rankings for a fourth consecutive quarter. South Australia also began 2025 with a bang, climbing from fourth ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... providing financial services, controlling or performing any function involved in a financial services business for seven and six years, respectively. D'Amelio was authorised by MWL from 5 June 2017 to 30 September 2022, and from 27 March 2023, while ...