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Showing 311 - 320 of 9801 results for "advisers"

HNW investors prioritise trust and human connection: Praemium

ANGELIQUE MINAS  |  WEDNESDAY, 19 NOV 2025
... factor in their adviser relationships, before investment performance (22%) and strategic advice (13%). Investors look to advisers for holistic insights developed through building a personal relationship based on trust, the report said. Underscoring the ...

HUB24 takes stake in Finura Digital

ELIZA BAVIN  |  WEDNESDAY, 19 NOV 2025
... taken an equity stake in Finura Digital, the parent company to Advice Designer, a SaaS platform that helps financial advisers automate their advice production processes. In addition, HUB24 will introduce myhub, an "ecosystem concept" being developed ...

Human biases call for simpler retirement framework: Research

RIDDHIMA TALWANI  |  TUESDAY, 18 NOV 2025
Financial advisers need to tackle inherent behavioural bias in members and build simpler frameworks to improve retirement outcomes, according to research by Industry Fund Services (IFS). The whitepaper, published in collaboration with Challenger, identified ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
... leadership, Milford Australia has built a high-performing distribution team, established relationships with over 700 advisers, and grown funds under management to $700 million," Milford said of her departure. "van Berlo has been with the business since ...

AMP announces senior hire for North

ELIZA BAVIN  |  MONDAY, 17 NOV 2025
... and this is another important step to delivering on those and continuing the significant momentum we have built with advisers more recently," Maloney said. "We are excited to be welcoming Kristine to AMP. Her deep experience and leadership transforming ...

Estimated CSLR levy comes in at $127m for FY27

JAMIE WILLIAMSON  |  MONDAY, 17 NOV 2025
... Shield. In total, the initial estimate for FY27 is $137.5 million. With $126.9 million expected to be paid by financial advisers, the balance is split between the securities dealing, credit intermediation and credit provision sub-sectors. Securities ...

MST Financial acquires FIIG Securities' unit, boosts assets

KARREN VERGARA  |  FRIDAY, 14 NOV 2025
... institutional credit expertise with MST's hybrid leadership, we can deliver a truly comprehensive income platform for advisers and investors as markets evolve. MST will continue to focus solely on income, credit, and structured strategies within its ...

JANA deepens bench with six principal promotions

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
JANA Investment Advisers has elevated six senior leaders, deepening its bench across investment consulting, research and operations. The promotions come after the recent appointments of the firm's new heads of sustainability, infrastructure and ...

ASIC acts against MWL, its director and lead generator

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... against all defendants, including orders disqualifying Maikousis from managing corporations in the future. Among the advisers attached to MWL, ASIC has banned Jovan Videkanic, Wade Spooner, Rocco D'Amelio and Robert Crossing in the last year.

Brighter Super expands senior team

ANGELIQUE MINAS  |  THURSDAY, 13 NOV 2025
... team will be responsible for the fund's growth strategy and strengthening relationships with independent financial advisers (IFAs). He will also lead a team of on-the-ground super specialists, managing the fund's relationships with nearly 1600 ...