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Showing 291 - 300 of 4650 results for "Financial Advisers"

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 ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
... joined the firm. Ord Minnett chief executive and managing director Karl Morris said the significant addition of financial advisers is a strategic move, noting that the firm has made no secret of its plans to grow through "actively recruiting top-tier ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... professionals spanning accounting, bookkeeping, financial advice, and superannuation. AIOFP represents around 5000 financial advisers operating under 120 AFSL practice members. Despite servicing different professional needs, the two organisations said ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... 950 practices with over $30 billion in funds under management. Janes worked at BT and MLC. "As the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...

ETF market dips but bright spots emerge

MATTHEW WAI  |  WEDNESDAY, 12 MAR 2025
... would say that it looks like this." Additionally, according to AUSIEX's data, there is strong demand from financial advisers in the fixed income space. Specifically, there was a 10.65% increase in the number of trades year on year, with a 2.67% increase ...