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Showing 401 - 410 of 9798 results for "advisers"

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... in partnership with Vanguard Investments Australia. Available from October, the menu is designed to assist financial advisers in delivering scalable, cost-effective platform solutions to clients with simpler investment needs. This includes people beginning ...

ASIC chair calls it quits

KARREN VERGARA  |  FRIDAY, 19 SEP 2025
... First Guardian and Shield have lost more than $1 billion in investors' money. ASIC has since banned several financial advisers and frozen assets of directors, such as Ferras Merhi. "We have doubled the number of new financial advice-related investigations ...

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
... each adviser looks after 40 clients, on average, according to client statistics on its website. Last May, five financial advisers from JB Were joined the company.

ASIC sets sights on 140 advisers

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
... commissioner Sarah Court told a parliamentary committee this morning that the regulator has identified around 140 financial advisers who were involved in super switching misconduct relating or similar to Shield and First Guardian. "We had a paper at ...

UniSuper appoints chief advice officer

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... officer, Gregory will continue to demonstrate the growing importance of guidance, advice and partnerships with external advisers to UniSuper's strategic priorities, UniSuper said. He brings more than 20 years of experience to the role; he joined ...

Aura Group explores ASX listing, appoints advisers

RIDDHIMA TALWANI  |  THURSDAY, 18 SEP 2025
Aura Group is assessing a potential listing on the ASX within the next 12-24 months and has appointed Morgans Corporate and E&P Capital to advise on it. Steinepreis Paganin and BTP Law will provide legal counsel, and Crowe will advise on audit and tax ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... super sector in combating the growing threat of cyber and financial crime. It has also partnered with JANA Investment Advisers to lead a "cross-industry" collaboration to update industry guidance on investment operational due diligence, adapted to the ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... rise of private markets and increasing intra- and inter-fund correlation among asset classes should prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private ...

Brighter Super investments chief to step down

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
... Super until December to support a seamless handover and to engage with key stakeholders, including ratings agencies, advisers and institutional partners. Following a short break, Rider said he plans to explore non-executive opportunities, including board ...

Zenith names portfolio solutions lead

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
... add value to our research and portfolio capabilities, and deliver innovative solutions that meet the evolving needs of advisers and investors. His leadership will ensure we continue to deliver exceptional outcomes for clients." Last year, original partner ...