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Showing 231 - 240 of 4654 results for "financial advisers"

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... member benefits. Members have a median age of 55 with a median balance of $143,831. HUB24 had a total of 5097 financial advisers using the platform at the end of FY25, growing 13% year on year. During the period, the firm launched HUB24 Private Invest ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... Alex Vynokur said: "In this climate, Trellia Wealth Partners represents a purpose-built offering that enables financial advisers to leverage innovation, scale, and international best practice to deliver more value to their clients and assist their practices ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... take on the newly created position of client portfolio manager. In his role, Brooks will work closely with financial advisers and manage relationships with key research houses and the group's external asset consultant, Russell Investments. Before ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator. Matthew Simon Bradley has ceased working in financial services for eight years after ASIC found ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... investors in partnership with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is the first strategy Blue Owl has launched for local investors since it began building out ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
ASIC warns it will take a deeper dive into the roles that financial advisers, superannuation platforms and research houses are playing in members being pushed into high-risk investment schemes. The corporate regulator is closely looking at the entire ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing, investors have direct ownership of their assets through personalised, tax and ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
... last year. The platform has recently partnered with S64 to broaden private market investments channels for financial advisers and their clients.

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 hold an approved degree or qualification. The remaining 4604 or nearly 30% of the population have ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... industry-based activities, community-based projects and/or other initiatives designed to promote the important role financial advisers play in the country's socio-economic future. They can also be successful business owners, award winners, policy ...