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Showing 331 - 340 of 9814 results for "Advisers"

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 ...

Stay or leave: ASIC's private credit clampdown tests managers

RIDDHIMA TALWANI  |  THURSDAY, 13 NOV 2025
... leave' proposition for some fund managers, a Financial Standard event heard. Speaking at the recent Financial Standard Advisers in Focus event in Melbourne, HMC Private Credit head Craig Schloeffel said some managers will need to assess their position ...

SQM Research faces court over 'favourable' rating of Shield

MATTHEW WAI  |  THURSDAY, 13 NOV 2025
... Research downgraded Shield's rating to 'hold' in December 2023. The reports were distributed to financial advisers and super trustees, subsequently leading some 5800 people to invest in Shield. In many cases, people invested in Shield after ...

HUB24, TAL to launch retirement income product

KARREN VERGARA  |  WEDNESDAY, 12 NOV 2025
... role in helping more Australians achieve confidence in their retirement. We are excited to be working with HUB24 and the advisers using their platform to provide clear and accessible retirement options for their clients." At the end of June, APRA data ...

MBS Insurance partners with Orbital Life

ANGELIQUE MINAS  |  WEDNESDAY, 12 NOV 2025
... ambitious plans to double in size over the next few years by increasing its capacity through recruiting and developing advisers and driving operational and cost efficiencies. It will also join MBS Advice License. Burden said: "We have grown by bringing ...

Advice industry under strain amid crisis of inefficiencies: Elemnta

MATTHEW WAI  |  TUESDAY, 11 NOV 2025
Financial advisers are struggling with inefficiencies in data and implementations that are hindering advice accessibility, growth, and profitability. Early data from the Elemnta-Marshan Consulting 2025 Adviser Efficiency Analysis report highlights three ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... officer and executive director Wayne Gentle said investors want to avoid "surprises" in the asset class. "We believe advisers will be receptive to an actively managed differentiated fixed income fund that targets alpha generation in a liquid and transparent ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... relevant and deliver enduring value." "Our model brings together institutional discipline and practical support, giving advisers confidence their portfolios and practices are positioned for long-term success. Welcoming Angela and her team also reflects ...