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Showing 391 - 400 of 9814 results for "Advisers"

End of an era: Longtime Platinum exec exits

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... He returned to work with Neilson in 2013 as an investment specialist, strengthening the firm's relationships with advisers in Australia and New Zealand and later expanding its reach into the U.S. In 2022, he was appointed head of investment, overseeing ...

GCQ adds sales director

ELIZABETH FRY  |  THURSDAY, 9 OCT 2025
... the third senior hire into the GCQ distribution team in 2025, and he will play a key role in supporting the increase in advisers now investing with us." Giannaras added:"Having previously worked alongside Steve and Nathan at Fidante, I know the calibre ...

Netwealth separates itself from First Guardian: 'A case of fraud'

ELIZA BAVIN  |  THURSDAY, 9 OCT 2025
... assist its members in recovering "some or all of their investments". "We remain active in communicating updates to our advisers and members," it said. In addition to commenting on First Guardian, Netwealth reported total funds under administration (FUA) ...

ASIC reports 50% jump in investigations in FY25

RIDDHIMA TALWANI  |  THURSDAY, 9 OCT 2025
... investigate what has happened, which has revealed a complex structure and suspected misconduct by lead generators, financial advisers and others," he said. "Our focus is on undertaking targeted, strategic and proactive enforcement that achieves maximum ...

HUB24 launches new client reporting solution

ANGELIQUE MINAS  |  THURSDAY, 9 OCT 2025
HUB24 has launched a new client reporting tool, Engage. The solution aims to help financial advisers create transparent and timely reports for custody and non-custody asset investments. HUB24 said advisers spend 57% of their time engaging in client-facing ...

State Super offloads investment team to Frontier Advisors

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
... diligent in exploring the analysis, market testing and recommendations put to us by management and independent external advisers. Although we have been patient and curious in that process, it was apparent early on that this was a unique and positive ...

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... Christine Cupitt said: "We've seen the ripple effect of ReCALIbrate firsthand; from the confidence it builds in women advisers to the way it changes conversations across the industry." "That's why we've expanded the program to include more mentoring ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
Financial advisers are moving to automate many business processes, but investment automation remains limited as they look to maintain control over decision-making. The AdviceTech 2025 Turning Data Into Growth report, based on over 300 financial advice ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... are a low-cost solution blending active and passive management and will be accessible to wealth managers and financial advisers through third-party investment platforms. The solution comes amidst a cultural shift towards a holistic wealth management ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
New research has revealed ETF adoption among advisers has intensified in the last year, with over 70% reporting greater usage and 65% using two or more smart beta strategies. The 2025 VanEck Smart Beta Survey also found the depth of usage has expanded ...