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Showing 301 - 310 of 4722 results for "FINANCIAL ADVISERS"

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... take on the newly created position of client portfolio manager. In his role, Brooks will work closely with financial advisers and manage relationships with key research houses and the group's external asset consultant, Russell Investments. Before ...

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 ...

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... investors in partnership with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is the first strategy Blue Owl has launched for local investors since it began building out ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
ASIC warns it will take a deeper dive into the roles that financial advisers, superannuation platforms and research houses are playing in members being pushed into high-risk investment schemes. The corporate regulator is closely looking at the entire ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing, investors have direct ownership of their assets through personalised, tax and ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
... last year. The platform has recently partnered with S64 to broaden private market investments channels for financial advisers and their clients.

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 hold an approved degree or qualification. The remaining 4604 or nearly 30% of the population have ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... industry-based activities, community-based projects and/or other initiatives designed to promote the important role financial advisers play in the country's socio-economic future. They can also be successful business owners, award winners, policy ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... "With Perennial's strategic, operational and distribution expertise and access to an investor base made up of financial advisers, wealth managers, institutional, high net worth and family offices, we look forward to growing the Melior Australian Impact ...