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Showing 451 - 460 of 9814 results for "Advisers"

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... Jameson Johnston to provisional adviser. Evans will help mentor Integro's provisional year (PY) associates and emerging advisers, while Johnston, aged 22, is among the country's youngest financial advisers, in line with Integro's plan to nurture young ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
... Shield and failed to adequately manage conflicts of interest, causing investors to be given poor advice. This included advisers having undisclosed bonus arrangements tied to recommending Shield. Other serious compliance failures ASIC alleges included ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... in December last year, is in the early stages of commercialisation, Centrepoint Alliance said, focussing on onboarding advisers, expanding the managed account offering and completing integrations with adviser software applications. The deal with Brighter ...

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 ...