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Showing 351 - 360 of 5647 results for "Financial adviser"

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
Shadow Treasurer Angus Taylor and Shadow Assistant Treasurer Luke Howarth have announced a range of measures the Coalition would be looking to prioritise for the financial advice industry if elected on May 3. Among these policies, Taylor and Howarth ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... of a recession but remain steadfast in how it will position members' savings for the long term. Speaking at a financial adviser roadshow in Sydney, ART chief economist Brian Parker discussed the many risks he and the investment team are fielding in the ...

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
The US Senate has voted 52 to 44 for the appointment of the next chair of the Securities and Exchange Commission (SEC). Meanwhile, the UK's Financial Conduct Authority (FCA) has reappointed its chief executive. Patomak Global Partners chief executive ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... 'do it themselves'," the report said. The cost to seek advice also remains a key barrier to continuing with a financial adviser. Nearly half (43%) that had stopped seeing an adviser said it was due to the cost, as some (23%) said they don't see enough ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... in March. The corporate regulator said it had "reasonable grounds" to believe the AFS licensees authorised a financial adviser, who gave personal advice to a retail client in relation to "relevant financial products" without being registered. ASIC said ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ...