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Showing 241 - 250 of 5343 results for "professional"

Australian Ethical FUM approaches $14bn

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
... contribution. She has brought substantial expertise to our governance and financial oversight given her extensive prior professional services experience and been an important part of overseeing a significant scaling of the Australian Ethical business ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... are only possible because of the commitment of the judges who dedicate considerable time, and the benefit of their professional expertise, to assessing the many entries which we receive." He also attributed the rapid growth of managed accounts to the ...

ASIC freezes assets of First Mutual Private Equity

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... transparency, fairness and responsibility, we pride ourselves on synthesising the highest standards of trust, service and professional conduct," the website reads. The firm has eight active unit trusts listed on its website, with performance dated to ...

CareSuper adds three to investments team

JAMIE WILLIAMSON  |  THURSDAY, 21 AUG 2025
Two new portfolio managers and an investment communications manager have joined the super fund. CareSuper chief investment officer Suzanne Branton said the appointments come as the investment team enters "an exciting and dynamic phase of growth." Caroline ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

Leaders push for overseas skills recognition

ELIZA BAVIN  |  MONDAY, 18 AUG 2025
Industry group leaders and politicians have come together to urge the government to prioritise reform of Australia's overseas skills recognition system at this week's Economic Reform Roundtable. In its submission to the Economic Reform Roundtable, the ...

FICAP RockStar returns to The Beresford in 2025

MATTHEW WAI  |  THURSDAY, 14 AUG 2025
The Financial Industry Community Aid Program's (FICAP) flagship event will once again be hosted at The Beresford in Sydney's Surry Hills in 2025. The FICAP RockStar 2025 event will take place at the venue on Thursday, September 25, bringing the opportunity ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... requirements for financial advisers, which is ultimately having a detrimental effect on the public's ability to seek professional financial advice at a time when they need it most, such as nearing retirement," Freeland said. "The cumulative effect of ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
Entireti has acquired IOOF Alliances, a provider of support services for AFSLs, from Insignia Financial for an undisclosed sum. IOOF Alliances will merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms ...