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Showing 461 - 470 of 9798 results for "advisers"

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
Financial advisers have heard how an active, factor-based approach can help eliminate the three-body problem in financial advice. In 1867, Sir Isaac Newton identified the three-body problem. Relating to the laws of gravity, he found that it's impossible ...

ASIC calls out trustees 'passing the buck' on super switching

KARREN VERGARA  |  THURSDAY, 31 JUL 2025
ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ...

HUB24 recruits Vanguard sales manager

MATTHEW WAI  |  THURSDAY, 31 JUL 2025
... HUB24 and look forward to contributing to the next phase of growth and continuing to deliver exceptional outcomes for advisers and licensees." The platform is currently on track to overtake Insignia Financial as one of the largest platform operators ...

Former fund investment chief joins JANA

MICHELLE BALTAZAR  |  THURSDAY, 31 JUL 2025
... consultant JANA boosts its not-for-profit (NFP) consulting ranks with its recent hire. Linda Trusler joined JANA Investment Advisers as senior consultant this month, focusing on the institutional client base of the group in the NFP sector. In this role ...

Sequoia resumes trading after ASX query

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... Sequoia's $40.5 million sale of Morrison Securities. It was reported that investors were put into the Shield Master Fund by advisers linked to Sequoia through its subsidiary, InterPrac. It alleges the responsible entity for Shield gave $15 million to ...

Pinnacle backs private markets managed accounts

ELIZA BAVIN  |  WEDNESDAY, 30 JUL 2025
... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients. The platform is designed to offer wholesale and professional investors institutional-quality ...

Advisers overlook hype, embed AI in practice: Investment Trends

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
Financial advisers no longer see artificial intelligence (AI) as hype as the majority use it for simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI ...

HUB24, Netwealth projected to overtake Insignia: Morningstar

MATTHEW WAI  |  TUESDAY, 29 JUL 2025
... HUB24 (6.8%) and Netwealth (5.3%) are the sixth and eighth most used platforms, respectively, among aligned financial advisers, according to Rainmaker Information's June Financial Adviser report. The Colonial First State FirstChoice platform has the ...

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... decision-making, greater agility and responsiveness to industry change. Fabig said: "I'm passionate about supporting advisers to achieve their business objectives using regular oversight and structured accountability frameworks, and I look forward to ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... future of advice licensing including changing the compositions of AFSLs, balancing accountability between licensees and advisers, and much more. The FSC is currently seeking consultation for the paper and the feedback collected will form the basis of ...