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Showing 311 - 320 of 13215 results for "adviser"

EWM to buy three advice firms

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
... and Wealthmed, located on the Sunshine Coast. In support of the new partnerships, MTP Financial partner and financial adviser Anthony Menico described the merger as improving efficiency and delivering cost synergies. "This merger benefits us all in achieving ...

AMP launches new series of funds

ANGELIQUE MINAS  |  MONDAY, 8 DEC 2025
In collaboration with Dimensional Fund Advisors (Dimensional) and SouthPeak Investment Management (SouthPeak), AMP has launched a new suite of investment solutions. Designed to equip investors with access to differentiated strategies, the Constructor ...

Datt Capital opens small cap fund to retail investors

ELIZA BAVIN  |  MONDAY, 8 DEC 2025
... entity and issuer of the updated product disclosure statement. "The launch of this retail fund reflects rising wealth adviser demand for specialist small cap exposure at a time when Australian smaller companies appear poised for a multi-year recovery ...

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
Morningstar will offer issuer-initiated ratings in Australia starting June 2026, under which fund managers and financial product issuers will pay a fee to the research house for a rating. Morningstar said this is consistent with the prevailing market ...

Padua ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... built Padua into the strong business it is today. Anne-Marie's continuing role on the board ensures she remains a key adviser to the company, with a particular focus on industry and community engagement - areas the board recognises as critical to ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
Knight Frank has launched a private office in Australia to provide property-related advice from acquisition and sales to investment strategy, across every real estate sector. Working exclusively with high-net-worth individuals (HNWIs), family offices ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
... and margins, and the distribution practices of private credit funds to retail investors, with a specific focus on the adviser channel," Kirkland said. "We want to understand how retail private credit funds are distributed and, when distributed through ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ...

T. Rowe Price appoints head of institutional distribution

ANGELIQUE MINAS  |  WEDNESDAY, 3 DEC 2025
... the firm in 2019 and has served as head of consultant relations for Asia Pacific since January 2025. Prior, she was an adviser at Grow My Money (previously Super Rewards) until 2023 and had an almost two-year tenure at Allianz Retire+ as head of consultants ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...