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Showing 241 - 250 of 4658 results for "Financial advisers"

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 ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... "With Perennial's strategic, operational and distribution expertise and access to an investor base made up of financial advisers, wealth managers, institutional, high net worth and family offices, we look forward to growing the Melior Australian Impact ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... important role in ensuring that we're continuing to lift the bar in meeting the needs of investors and financial advisers when it comes to the role that private assets can play in a robust portfolio." At Ares, Fleiter was a relationship manager in ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... to diversify its business has been informed by the fact that at least two-thirds of ETF flows are driven by financial advisers. Through conversations with them, Jocum said Global X understands most adopt a core satellite approach for their clients. "We've ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... Compensation Scheme of Last Resort (CSLR) is a particularly important issue for our organisations and our members." "Financial advisers are evidently covering more than 75% of the cost of the CSLR and the cost is expected to increase substantially over ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across Europe, Asia Pacific ...