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Showing 271 - 280 of 9814 results for "Advisers"

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... entity supported by Betashares Financial Group. Trellia Wealth said the appointment reflects its commitment to providing advisers with a comprehensive, purpose-built managed account capability, combining index-based, actively managed, and bespoke portfolio ...

Australian Ethical adds trader and BDM

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025
... and investment teams, appointing a new business development manager and senior equities trader. Aaron Lin will support advisers in New South Wales, the ACT and Western Australia. The recruit brings significant experience and strong adviser relationships ...

Mulino looks to reform CSLR

ELIZA BAVIN  |  THURSDAY, 11 DEC 2025
... I'm going to look at other possible sources of funding. So, that would include the parent companies of financial advisers as one possible option. It would include high-risk MISs, and I know that some of the stakeholders may put to me the idea of ...

AMP to pay $29m to settle class action

RIDDHIMA TALWANI  |  THURSDAY, 11 DEC 2025
AMP has settled a class action brought by Shine Lawyers in 2020, which claimed the firm's financial advisers breached their fiduciary and statutory duties to an estimated 100,000 clients. The AMP commissions and insurance class action was commenced ...

NAB Private Wealth, JBWere names CIO

KARREN VERGARA  |  TUESDAY, 9 DEC 2025
... name to leave the company around the same time. Lykouras is now the chief executive of the Stockbrokers and Investment Advisers Association (SIAA). NAB Private Wealth and JBWere chief executive Michael Saadie said Campbell's appointment reflected ...

JBWere partners to enhance advisers' portfolio analytic capabilities

MATTHEW WAI  |  TUESDAY, 9 DEC 2025
... Australian bank or wealth management company to offer access to the platform. The Aladdin Wealth platform allows JBWere's advisers to model the potential impact of macroeconomic events and market scenarios like pandemics or the recent gold price spikes ...

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... been able to expand our client value proposition, provide career development opportunities for team members, and free up advisers to spend more time in front of clients." Your Wealthy Life's Neale described the deal as attractive given the benefits of ...

AMP launches new series of funds

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... investment solutions that help clients achieve their goals, along with delivering a unique and differentiated experience to advisers on North. "We'll continue to draw on the expertise of our investment professionals to select high quality fund managers ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... Companies Fund, launched in 2023, had been limited to sophisticated investors. With the introduction of Class B, financial advisers can now access the strategy for their clients via platforms. Fundhost remains the responsible entity and issuer of the ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
... and evolving our business model, we're ensuring our ratings are transparent, and aligned with the way investors and advisers make decisions." The research house is also updating the methodology for its medalist ratings which will go live globally ...