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Showing 301 - 310 of 4655 results for "FINANCIAL ADVISERS"

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 ...

Unlawful hawking practices re-emerge in SMSFs

MATTHEW WAI  |  TUESDAY, 11 MAR 2025
... the SMSFA and goes against financial advisers' Code of Ethics. "The code imposes certain obligations on financial advisers, including acting in accordance with applicable laws, acting in clients' best interests and not advising where there is ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... of an external creative agency and consultation with The Advisers Association, the group's employees and financial advisers. Brand workshops and surveys were also conducted. The group's network was then able to review and select from a shortlist ...

Insurance through superannuation stages a comeback

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... to a research paper by the Australian Superannuation Fund Association (ASFA). Death cover arranged through financial advisers also took a hit, with insured lives falling 36% from 2.04 million in 2018 to 1.51 million in 2023 - likely collateral damage ...

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... United Financial Advice, which trade as Venture Egg and Financial Services Group Australia. Merhi was one of the financial advisers that recommended his clients invest in the Shield Master Fund. In December 2024, Keystone Asset Management - the responsible ...