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Showing 471 - 480 of 7743 results for "Partners"

Lorica Partners, Multiforte Financial Services merge

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Financial advice firm Lorica Partners is merging with Multiforte Financial Services, uniting the two companies under the Lorica Partners brand. Multiforte's clients will continue working with existing advisers for the next 12 months, as the staff ...

CFS taps JPMAM for global strategies mandates

RIDDHIMA TALWANI  |  WEDNESDAY, 1 OCT 2025
Colonial First State (CFS) has handed J.P. Morgan Asset Management (JPMAM) mandates for its emerging markets and global shares strategies. The US$3.8 trillion asset manager has been selected by CFS after rigorous due diligence, assessing its performance ...

Avantis Investors launches active ETFs in Australia

MATTHEW WAI  |  WEDNESDAY, 1 OCT 2025
In response to mounting interest from the local market, Avantis Investors has entered the ETF scene with three active offerings. Avantis Investors, a subsidiary of American Century Investments, has launched the Avantis Small Cap Value Active ETF (AVTS) ...

Allspring appoints head of sales for new Sydney office

ANGELIQUE MINAS  |  MONDAY, 29 SEP 2025
Allspring Global Investments has announced Jeremy Gordon will be the head of sales for Australia and New Zealand, leading its new Sydney office. Gordon brings over 25 years of experience in the funds management industry to the role. He previously spent ...

CSLR publishes paid claims details

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... reinstate UGC's membership to ensure victims of the Shield and First Guardian collapses can access recourse. Anne Street Partners, Nextgen Financial Group, Dover Financial Advisers, Spectrum Wealth, Libertas Financial Planning, and Brite Advisors are ...

FICAP RockStar raises $110k for charity

JAMIE WILLIAMSON  |  FRIDAY, 26 SEP 2025
... night. Each year, Sydney's financial services industry comes together to raise much-needed funds for multiple charity partners while discovering the hidden singing talents of some of their peers. Performing at The Beresford in Sydney's Surry ...

ASIC permanently bans jailed adviser

MATTHEW WAI  |  FRIDAY, 26 SEP 2025
... Freedom Finance Australia from November 2016 to October 2023. He was the authorised representative of Financial Services Partners from 12 December 2018 to 13 November 2020, and Wealth Trail from 13 November 2020 to 18 October 2023. Between February 2020 ...

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
About three years ago, robo-advisers, one by one, began dropping like flies. The likes of Six Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023 ...

FINSIA chief executive steps down

ANGELIQUE MINAS  |  FRIDAY, 26 SEP 2025
FINSIA chief executive and managing director Yasser El-Ansary has announced that he is stepping down at the end of the month. FINSIA president David Cox celebrated El-Ansary for his significant contributions to the company during his tenure. "He led ...

Guardians appoints new head of risk

ANGELIQUE MINAS  |  THURSDAY, 25 SEP 2025
... investment portfolios. Prior to her position with ANZ, van Tol spent 10 years in the Netherlands working for NN Investment Partners, IMC and ABN AMRO. Guardians chief risk officer Michael Mitchell said: "Maaike's analytical background and financial ...