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Showing 241 - 250 of 4648 results for "Financial Advisers"

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... Swift. Fidelity International head of wholesale Lauren Jackson said the SMA will help solve a problem that financial advisers face when allocating to core global equities, noting that many still allocate passively or use discretionary active global managers ...

ASIC grants no-action on deficient advice fees consent

JAMIE WILLIAMSON  |  FRIDAY, 6 JUN 2025
... of account numbers in a client's written consent for the deduction of ongoing advice fees. ASIC is reminding financial advisers and superannuation trustees to ensure they're complying with client consent requirements when entering ongoing fee arrangements ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... the profession, including the importance of reducing costs and red tape, and attracting and retaining more financial advisers. "We look forward to working closely with Minister Mulino on these issues to achieve positive change for financial advisers ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Australian investment platform NetWealth to distribute global private market and hedge fund investments to financial advisers and their wholesale clients. The company's expansion comes as its assets under management hit $200 billion globally last ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... we aim to hire the best possible talent to build a strong team." The hires reflect ETF Shares' focus on financial advisers, planning groups and stockbrokers - its core client base. The ETF provider aims to strengthen relationships with intermediaries ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... O'Sullivan has some 20 years' experience in senior management, most recently as managing director for Affinia Financial Advisers for eight years. He has recently transitioned the licensee over to a new owner prior to joining Capstone. He was also TAL's ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Financial advisers are increasingly searching for alternative sources to capture alpha amid ongoing market volatility. Surveying 174 financial advisers, Findante found that four in 10 advisers are now bearish on both US equities and Australian equities ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... and wealth offerings. Syfe said it wants to roll out a "hybrid advisory model" which supports customers and financial advisers, including self-managed super capabilities. It said it wants to help close the advice gap, offering services to more of the ...

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... ready and prepare operations for an orderly transition." The reforms have also been a point of concern for financial advisers, with the BT Technical team seeing more than 1100 advisers register for a recent webinar on the topic. Challenger's head of ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... solutions. AUSIEX chief executive Patrick Salis said with this transaction, AUSIEX will "provide local institutions, financial advisers, family offices, SMSF and high-net-worth and wholesale investors with one of the most comprehensive investments trading ...