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Showing 281 - 290 of 4740 results for "Financial advisers"

Equity Trustees defies ASIC Shield Master Fund allegations

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... provided efficiently, honestly and fairly. ETS also allegedly increased exposure to Shield by members and their financial advisers on a superannuation platform. EQT managing director Mick O'Brien said: "The ETSL Board is committed to acting in members' ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... Scheme of Last Resort (CSLR) Special Levy for 2025/26, the Financial Advice Association Australia (FAAA) said financial advisers should not be expected to pay more than the $20 million sector cap. FAAA chief executive Sarah Abood said the amount owing ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... Clearstream's Vestima into its Spectrum platform, offering global fund access and operational efficiency for financial advisers. Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets under custody. Under the ...

Betashares launches first private credit fund

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... Betashares Private Capital Cliffwater Private Credit Fund. The unlisted fund provides wholesale investors and financial advisers with cost-effective exposure to a highly diversified portfolio of senior secured loans to predominantly US middle-market ...

FS Power50 shortlist revealed, voting opens

STAFF WRITER  |  SATURDAY, 30 AUG 2025
Voting for Australia's most influential financial advisers in the 2025 Financial Standard Power50 is now open. The shortlist of 120 financial advisers who have progressed to the voting stage after receiving more than 200 nominations has been revealed. ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
... Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly 200 financial advisers, found that financial advisers added at least 5.6% in value for clients over the past 12 months, according to its formula, which ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... provisional year (PY) associates and emerging advisers, while Johnston, aged 22, is among the country's youngest financial advisers, in line with Integro's plan to nurture young talent to address the acute shortage of advice professionals in the country. ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... manual, including the conflicts policy, and failed his gatekeeper functions, ASIC said. So far, four of MWL's financial advisers have been banned by ASIC over their involvement in the Shield debacle. They are Isaac McQueen, Matthew Bradley, Rocco ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
... investigating Keystone Asset Management - the responsible entity for Shield - its directors and officers, certain financial advisers who recommended investors invest in Shield, the lead generators, and the research house. ASIC is also investigating Equity ...

Betashares adds emerging markets ETF

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... Africa. BEMG tracks the MSCI Emerging Markets Index and incurs a management fee of 0.35% per annum. Investors and financial advisers can use BEMG to access the long-term growth potential of developing markets in a convenient and cost-effective structure ...