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Showing 461 - 470 of 9814 results for "Advisers"

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 ...

Account number issue causes angst, undue admin work: FAAA

KARREN VERGARA  |  WEDNESDAY, 13 AUG 2025
Flaws in Delivering Better Financial Outcomes (DBFO) Tranche 1 has inundated financial advisers with angst and more administrative work thanks to confusion surrounding account number inclusion in consent forms, according to the Financial Advice Association ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... for financial advisors are disproportionate to the level of risk, contributing to a decline in the number of financial advisers, which has limited the public's access to affordable advice." CPA Australia welcomed the PC's acknowledgement in its fourth ...

CBA sets aside $52m for remediation

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... CFSIL acted unconscionably as it failed to take steps to avoid the payment of grandfathered commissions to financial advisers, which would have resulted in a reduction of the fees paid by members. CFSIL denied the allegations and defended the proceedings. ...

Insignia offloads IOOF Alliances to Entireti

KARREN VERGARA  |  TUESDAY, 12 AUG 2025
... merge with Jigsaw Advice Solutions to form Entireti Alliances. About 70 self-licensed advisory firms and 350 financial advisers linked with IOOF Alliances will be part of the new structure. In total, Entireti Alliances will support 85 self-licensed advisory ...

CFS prices advice practice valuation gap at $1.1m

KARREN VERGARA  |  MONDAY, 11 AUG 2025
... businesses have an estimated $1.1 million valuation gap, a new survey from Colonial First State (CFS) shows, as most advisers are not prepared for the planned and unplanned sale of their practices. The Hidden Value Report, produced in conjunction with ...

MLC adds term deposits, ETFs to Expand

MATTHEW WAI  |  FRIDAY, 8 AUG 2025
... partnering with leading providers to offer access to term deposits and ETFs, to deliver better outcomes for clients and give advisers more flexibility to tailor investment strategies," McCarthy said. "By partnering with leading investment providers ...

Betashares details private markets play, signs first partner

JAMIE WILLIAMSON  |  FRIDAY, 8 AUG 2025
... partnership is with Cliffwater LLC, providing an AUD hedged exposure to its flagship US private credit strategy to financial advisers and their clients. The underlying Cliffwater Corporate Lending Fund Platform provides exposure to more than 3900 direct ...