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Showing 401 - 410 of 13302 results for "adviser"

Morningstar moves to pay-for-play model

RIDDHIMA TALWANI  |  FRIDAY, 5 DEC 2025
Morningstar will offer issuer-initiated ratings in Australia starting June 2026, under which fund managers and financial product issuers will pay a fee to the research house for a rating. Morningstar said this is consistent with the prevailing market ...

Padua ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025
... built Padua into the strong business it is today. Anne-Marie's continuing role on the board ensures she remains a key adviser to the company, with a particular focus on industry and community engagement - areas the board recognises as critical to ...

Knight Frank launches private office in Australia

RIDDHIMA TALWANI  |  THURSDAY, 4 DEC 2025
Knight Frank has launched a private office in Australia to provide property-related advice from acquisition and sales to investment strategy, across every real estate sector. Working exclusively with high-net-worth individuals (HNWIs), family offices ...

ASIC eyeing advisers recommending private credit funds

ELIZA BAVIN  |  WEDNESDAY, 3 DEC 2025
... and margins, and the distribution practices of private credit funds to retail investors, with a specific focus on the adviser channel," Kirkland said. "We want to understand how retail private credit funds are distributed and, when distributed through ...

Shield proposes to liquidate equities to pay investors

KARREN VERGARA  |  WEDNESDAY, 3 DEC 2025
The Shield Master Fund (SMF) is expected to make a distribution to victims by selling a large portion of its listed equities portfolio, according to liquidators Alvarez & Marsal. Keystone Asset Management, which is the responsible entity for the Shield ...

T. Rowe Price appoints head of institutional distribution

ANGELIQUE MINAS  |  WEDNESDAY, 3 DEC 2025
... the firm in 2019 and has served as head of consultant relations for Asia Pacific since January 2025. Prior, she was an adviser at Grow My Money (previously Super Rewards) until 2023 and had an almost two-year tenure at Allianz Retire+ as head of consultants ...

Super funds most relied upon for advice: Survey

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
Australians continue to seek advice from their super funds but struggle to know exactly when they can retire, an MFS Investment Management survey found. The 2025 MFS Global Retirement Survey - studying some 1000 participants across Australia, Canada ...

First Sentier adds second active ETF

MATTHEW WAI  |  WEDNESDAY, 3 DEC 2025
First Sentier Investors is listing its second ETF on the Australian Securities Exchange (ASX), leveraging its ex-20 Australian share strategy. The First Sentier ex-20 Australian Share Fund Active ETF (ASX: XX20) provides investors long-term returns ...

AZ NGA partners with Sydney Financial Planning

ANGELIQUE MINAS  |  TUESDAY, 2 DEC 2025
... within new graduates during their Professional Year. "Sydney Financial Planning has a structured development plan and adviser pairing model, which is designed to enhance the experience of PY advisers and up-and-coming client services employees," he said. ...

Royal London AM launches four new funds locally

ELIZA BAVIN  |  TUESDAY, 2 DEC 2025
Royal London Asset Management has announced the launch of four new funds for Australian investors, with Equity Trustees as responsible entity. Royal London Asset Management manages $378 billion for clients in the UK and select international locations ...