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Showing 411 - 420 of 9814 results for "Advisers"

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
... noted that government is looking into failure at every step of the value chain, including lead generators, financial advisers, superannuation trustees, auditors, managed investment schemes and research houses. This, despite the government opting to drop ...

Alternative Investment Awards winners announced

ANGELIQUE MINAS  |  THURSDAY, 25 SEP 2025
... sets for Australian investors. AFF chair Michael Gallagher said: "Dominic continues to be a respected voice today with advisers on the prudent use of alternative investments." "We celebrate not only a pioneer of alternatives in Australia, but someone ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
... Financial Services. The coveted FAAA Professional Practice of the Year Award will go to one of three practices: Boutique Advisers, Oxlade Financial, or WARR HUNT. Evalesco Financial Services' Melody Edwards, Lume Wealth's Morgan Hayward, and Iconic Wealth's ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State (CFS) has partnered with MST Financial to create a platform that empowers advisers to deliver better insights to clients. With MST Financial, CFS will debut Sandstone Insights, a premium research platform. This program will equip ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
... management," Hagopian told the BGA's M&A Symposium this morning. Providing a snapshot of the number of financial advisers, Hagopian counted 16,000 SEC-registered investment advisers; the RIA industry has US$144.6 trillion in AUM; and Australia has ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
... opportunities, intergenerational wealth expertise and sustainable investment solutions. The wealth management firm added that the advisers, relationships and services they rely on remain unchanged. "Our rebrand is a bold and strategic step forward," ...

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 ...