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Showing 311 - 320 of 5650 results for "financial adviser"

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
James Fleiter, a former member of the institutional sales team at Ares Management Australia, has joined Betashares as the exchange-traded funds provider expands into private credit. Fleiter joins as director of private assets after taking three months' ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
Vanguard, Betashares, and BlackRock have an iron grip over the ETF industry, commanding the lion's share of funds under management (FUM) - thanks largely to their flagship core, low-cost equity exposures. However, Financial Standard understands that ...

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
The Financial Advice Association Australia (FAAA) and four other professional bodies are urging the Australian Financial Complaints Authority (AFCA) to name and shame financial firms that fail to follow through on a determination as more than 60 have ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... used their inheritance money, with nearly two in five wishing they had invested more. Still, just 20% engaged a financial adviser. "Our study reveals that most wealth holders wish they had used their inheritance differently and invested more," Capital ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

ASIC grants no-action on deficient advice fees consent

JAMIE WILLIAMSON  |  FRIDAY, 6 JUN 2025
ASIC has granted a limited no-action position in response to an issue related to the inclusion of account numbers in a client's written consent for the deduction of ongoing advice fees. ASIC is reminding financial advisers and superannuation trustees ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
Following their inaugural meeting with new financial services minister Daniel Mulino, the Association of Independently Owned Financial Professionals (AIOFP) and Financial Advice Association Australia (FAAA) feel enthused about the impact he will have ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
Alternative investment platform iCapital has appointed Mark Oliver as head of client solutions for Australia ahead of opening a Sydney office, signaling the New York-based fintech's push into the local market. Oliver will be responsible for building ...