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Showing 251 - 260 of 4654 results for "FINANCIAL ADVISERS"

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 ...

Count Financial class action dismissed

ELIZA BAVIN  |  WEDNESDAY, 28 MAY 2025
... has successfully defended itself against a class action which was filed in 2020 alleging it failed to ensure financial advisers were acting in their clients' best interests. The case has been before the court for just shy of five years, with Justice ...

Industry groups hammer out guidance on tax-deductible advice fees

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... ratified by the accounting associations. "The implications of the updated ATO guidance are important for both financial advisers and accountants. We've worked together with the accounting associations so that the guidance is practical and consistent ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
... where 70% had engaged with financial professionals in the past year, and 84% of those are opting to work with financial advisers, establishing fruitful opportunities for advisers. "There's a real opportunity for advisers to lead the conversation, particularly ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... urgently address the issues with the CSLR, which result in unfair and inappropriate allocation of costs to financial advisers, and ultimately increase costs and reduce accessibility of advice for all Australians. The Financial Advice Association Australia ...