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Showing 291 - 300 of 4655 results for "FINANCIAL ADVISERS"

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... "Against a backdrop of rapid growth in the wealth management sector, we provide unique solutions that offer financial advisers the ability to think differently about how they grow wealth for their clients," Yule said. "We look forward to working with ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... services business until at least 23 March 2030. Thomson was a financial adviser with Australian Mortgage and Financial Advisers from 1 September 2023 to 27 November 2023, and LFG Financial Services between 28 November 2023 and 24 March 2025. ASIC's review ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across New South Wales and Queensland. Both firms are part of the professional advisory group ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... provide this type of advice - whether it'll fall to the proposed "new class" of adviser, or only professional financial advisers, many of whom are "already working successfully" in super funds. The FAAA has consistently maintained that retirement ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up to date" ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... structures pointing to possible conflicts of interest. It also noted dubious marketing strategies involving financial advisers, mismatches between stated liquidity and the underlying liquidity of loan assets, as well as increased loan arrears and increasing ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... for fund managers to lower their MERs. So, the total cost of ownership in unlisted funds is static. I think financial advisers are becoming more and more awake to that. They're looking at the total cost," Campion said.

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... of wealth data into its comprehensive registry platform. "It offers customisable white-label solutions for financial advisers, wealth managers, accountants, lawyers, and other professionals." HTL Private Office co-founder Vasco Duarte said the partnership ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...