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Showing 21 - 30 of 883 results for "Charter"

ASX announces changes following independent review

ELIZA BAVIN  |  FRIDAY, 17 OCT 2025
... chair of the new Advisory Group. Once appointed, the chair will contribute to the development of a new Advisory Group Charter and will also be actively involved in appointing new members. ASX said it is targeting the end of this calendar year for Advisory ...

FINSIA's struggle to find scale

ELIZA BAVIN  |  WEDNESDAY, 15 OCT 2025
The Financial Services Institute of Australasia (FINSIA) has a more than 135-year history in Australia. It was formed in 2005 by the merger of the Australasian Institute of Banking and Finance, which was established by a group of bankers in 1886, and ...

End of an era: Longtime Platinum exec exits

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
Liz Norman, the long-serving head of marketing, sales, and client relations at Platinum Asset Management, has left the company ahead of its merger with L1 Capital which was approved by shareholders last week. Norman has been a crucial member of the ...

FINSIA chief executive steps down

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025
FINSIA chief executive and managing director Yasser El-Ansary has announced that he is stepping down at the end of the month. FINSIA president David Cox celebrated El-Ansary for his significant contributions to the company during his tenure. "He led ...

AI adoption by investors 'grows rapidly': Research

RIDDHIMA TALWANI  |  THURSDAY, 11 SEP 2025
Investors turning to artificial intelligence (AI) for investment advice is rising, according to new survey from Chartered Accountants ANZ (CA ANZ). CA ANZ survey of 1000 Australian retail investors with more than $10,000 invested in the stock market ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... Entireti group includes Akumin, Fortnum Private Wealth and Personal Financial Services. AMP Financial Planning, Hillross and Charter Financial Planning officially rebranded to Akumin in March. AMP Financial Planning is now known as Akumin Financial Planning. ...

FAAA expands specialist education programs

MATTHEW WAI  |  THURSDAY, 7 AUG 2025
The Financial Advice Association Australia (FAAA) is looking to expand its Approved Specialisations Program, urging eligible education providers to sign up. The program has historically included specialisations in aged care, life risk and the Fellow ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
Leading asset consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... Financial Planning had the largest number of new adviser registrations of 51. Alliance Wealth registered 42 advisers, while Charter Financial Planning added 33 new ones. All in all, there were 15,456 ASIC-registered financial advisers at the end of FY25. ...