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Showing 421 - 430 of 9798 results for "advisers"

Advisers favour third-party support in product selection

MATTHEW WAI  |  MONDAY, 8 SEP 2025
Research and asset consultants continue to play a pivotal role in financial advisers' product selection, especially in managed accounts and superannuation, Investment Trends says. According to its 2025 Adviser Product and Marketing Needs Report, which ...

CFS, Wellington Management team up on new fund

ELIZA BAVIN  |  MONDAY, 8 SEP 2025
... making them a valuable addition for investors seeking long-term growth and diversification. "The fund offers financial advisers and the clients they support access to a vast investment universe, where fundamental research can identify quality companies ...

Equity Trustees defies ASIC Shield Master Fund allegations

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... provided efficiently, honestly and fairly. ETS also allegedly increased exposure to Shield by members and their financial advisers on a superannuation platform. EQT managing director Mick O'Brien said: "The ETSL Board is committed to acting in members' ...

FEATURE: Hyped up

KARREN VERGARA  |  FRIDAY, 5 SEP 2025
... as a beneficial productivity tool that boosts efficiency and enables accuracy. Where it is adding big value for many advisers is in file-noting thanks to a proliferation of AI-powered apps. "Anytime we talk with a client, we have to make a detailed file ...

FAAA calls for other sectors to help pay $67m CSLR bill

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
... Scheme of Last Resort (CSLR) Special Levy for 2025/26, the Financial Advice Association Australia (FAAA) said financial advisers should not be expected to pay more than the $20 million sector cap. FAAA chief executive Sarah Abood said the amount owing ...

Praemium partners to offer more global options

MATTHEW WAI  |  TUESDAY, 2 SEP 2025
... Clearstream's Vestima into its Spectrum platform, offering global fund access and operational efficiency for financial advisers. Vestima supports over 245,000 funds across 55 markets with nearly €4 trillion ($7tn) in assets under custody. Under the ...

ASIC piles more charges on Merhi

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... stop him from leaving the country until 12 December 2025 or until further order of the court. Clients of Merhi and his advisers invested about $296 million of their superannuation into First Guardian and some $230 million into Shield between 2020 and ...

Clime investments chief resigns

KARREN VERGARA  |  MONDAY, 1 SEP 2025
... executive costs, third-party service reductions, and IT renegotiations," he said. Such savings were reinvested into new advisers, operations staff, and investment specialists in funds management, operations and advice support. "Rebuilding Clime has also ...

AMP lifts advisers' efficiency game with Grow

MATTHEW WAI  |  MONDAY, 1 SEP 2025
... including cutting account fees, and the ability to mix and match investments from other menus. The new North Grow allows advisers to simplify pricing, with no account fees and tiered administration fees, creating a cost-effective solution for clients. ...

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
... experience for its customers, including a digital fact find and real-time modelling to streamline the advice process for both advisers and clients. "By integrating data with our advice technology, we're reducing duplication, saving valuable time, and ...