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Showing 441 - 450 of 9801 results for "advisers"

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
... investigating Keystone Asset Management - the responsible entity for Shield - its directors and officers, certain financial advisers who recommended investors invest in Shield, the lead generators, and the research house. ASIC is also investigating Equity ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... profession and this is reflected in the standard of portfolio management from the asset consultants, investment teams and the advisers who connect these capabilities to each client's own circumstances," Potter said. "The IMAP Managed Account Awards ...

Betashares adds emerging markets ETF

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
... Africa. BEMG tracks the MSCI Emerging Markets Index and incurs a management fee of 0.35% per annum. Investors and financial advisers can use BEMG to access the long-term growth potential of developing markets in a convenient and cost-effective structure ...

Anti-hawking exemption for advisers a 'silly carve out': SCA

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... association did not make a submission to the consultation, said the removal of the anti-hawking exemption for financial advisers is not a good solution. "Cold calling is not in breach of the anti-hawking law, if they are not actually seeking to sell ...

MLC Expand adds general manager

JAMIE WILLIAMSON  |  WEDNESDAY, 20 AUG 2025
... leadership will be critical in shaping a digital experience, backed by data and AI, that truly meets the evolving needs of advisers and their clients. "Heidi's appointment reflects MLC Expand's commitment to innovation, client-centricity and excellence ...

Only half of advice practices report positive earnings: Investment Trends

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
... heightened demand for "high quality" operative support spanning technical assistance, advice enablement, and compliance among advisers, Investment Trends said, noting that advisers continue to rely heavily on licensee support. Self-licensed firms most ...

Australia emerges as managed accounts leader: Research

MATTHEW WAI  |  WEDNESDAY, 20 AUG 2025
A new Praemium study found that managed accounts are slowly becoming an essential tool for local financial advisers. According to the survey, 62% of financial advisers currently used managed accounts, an increase from about 59% earlier this year, and ...

HUB24 reports record inflows, user growth

JAMIE WILLIAMSON  |  TUESDAY, 19 AUG 2025
... director and chief executive Andrew Alcock said. Another highlight in FY25 was a marked increase in the number of financial advisers using the platform, HUB24 said. Over the year, it added 572 advisers - the largest increase since FY21. At that point ...

Fiducian FUA reaches $5bn

KARREN VERGARA  |  MONDAY, 18 AUG 2025
... funds under advice (FUA) hit $5 billion in the 2025 financial year as net inflows from salaried and franchisee financial advisers reached $343 million. FUA grew 4% year on year from $4.8 billion across its Core, Auxilium and Badges platforms. Salaried ...

AMP recruits former SSGA sales manager

MICHELLE BALTAZAR  |  THURSDAY, 14 AUG 2025
... platforms at AMP. "She will play a key role in helping our team deliver great outcomes that benefit asset consultants, advisers and their clients." Trenfield will report into Rory Scott, head of strategic growth at North. In July, AMP named Harry Georges ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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