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Showing 11 - 20 of 168 results for "Advisers for"

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... in their adviser relationships, before investment performance (22%) and strategic advice (13%). Investors look to advisers for holistic insights developed through building a personal relationship based on trust, the report said. Underscoring the significance ...

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
... uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff transition into the Lorica structure under existing roles and responsibilities. Multiforte's ...

Betashares details private markets play, signs first partner

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... launch later this month, it will initially be available as an unlisted fund via investment platforms to financial advisers for client portfolios, and for wholesale investors via Betashares Direct. "Our US private credit funds have seen significant investor ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
... FAAA general manager of education Anne Palmer said the expanded program responds to the heightened demand to from advisers for education in specific advice areas. "By expanding the Specialisations Program, we are helping advisers distinguish themselves ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator. Matthew Simon Bradley has ceased working in financial services for eight years after ASIC found ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... licensees improve the security of client data when sending it offshore," ASIC said. The total levy estimates budgeted for advisers for 2025 is slightly lower than the amount ASIC estimated for the prior year of $48.4 million. The Financial Advice Association ...

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 ...

Why emotions, cash derail good investments

KARREN VERGARA  |  FRIDAY, 23 MAY 2025
... told the recent J.P. Morgan Asset Management Media Summit in London. Ward, who used to chair the council of economic advisers for the UK government, pointed to the acute tension between economics and politics that is rippling across the markets. "This ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

FSCP reprimands two advisers for sloppy tax advice

KARREN VERGARA  |  MONDAY, 16 DEC 2024
The Financial Services and Credit Panel (FSCP) reprimanded two financial advisers who each failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser, identified as only "Mr. C", was reprimanded for recommending ...