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Showing 471 - 480 of 13302 results for "adviser"

Vale Ken Atchison

KARREN VERGARA  |  MONDAY, 10 NOV 2025
... mentorship of Ken," Atchison said on LinkedIn. "Over the next two decades, his leadership helped shape Atchison into a trusted adviser to many of Australia's most sophisticated investors." Atchison's career began with Towers Perrin as a consultant. ...

Milford launches two products in response to adviser demand

MATTHEW WAI  |  MONDAY, 10 NOV 2025
... Milford Australia has launched two new actively managed funds, including a fixed income strategy in response to growing adviser demand for more liquid, transparent credit solutions. Both the Corporate Bond Plus Fund and the Australian Active 100 Fund ...

Ascalon Capital acquires Evergreen Consultants

ANGELIQUE MINAS  |  MONDAY, 10 NOV 2025
... has acquired Evergreen Consultants, saying the two firms have a shared focus on investment excellence, governance and adviser partnerships. The deal will strengthen Ascalon's position in the domestic wealth management market by leveraging Evergreen's ...

ASIC cracks down on adviser CPD failures

ELIZA BAVIN  |  FRIDAY, 7 NOV 2025
... 2025. The panel decided to give four financial advisers reprimands and to take no action in relation to one financial adviser. ASIC said it is important financial advisers remember continuing professional development is "not merely a compliance obligation ...

Advisers favour non-traditional equity exposures: Fidante

ANGELIQUE MINAS  |  THURSDAY, 6 NOV 2025
Fidante released its Adviser Markets Survey, which revealed that more advisers are favouring non-traditional equity exposures to boost portfolio returns. Findings showed an improvement in market confidence since the beginning of the year. Positive sentiment ...

Majority of SMSF establishments based on bad advice: ASIC

KARREN VERGARA  |  THURSDAY, 6 NOV 2025
Nearly two thirds of SMSFs established under the recommendations of a financial adviser are unsuitable to their needs and put retirement savings at risk, an ASIC review reveals. Of 100 financial advice files investigated, 62 failed to demonstrate compliance ...

Metrics supports efforts to raise standards in private credit

RIDDHIMA TALWANI  |  THURSDAY, 6 NOV 2025
Metrics Credit Partners has strongly supported ASIC's calls for the private credit industry to deliver enhanced standards and says it looks to play a leading role in the process. ASIC's deep dive into the private credit sector revealed fund managers ...

Majority reject crypto investments in super fund: Swyftx

MATTHEW WAI  |  THURSDAY, 6 NOV 2025
Australians do not want their super invested in digital assets, despite some super funds and overseas pension funds dipping their toes in. According to Swyftx's fifth Annual Australian Crypto Survey, based on a survey of some 3009 Australian adults ...

ASIC considers 'cooling off period' for super switching

ELIZA BAVIN  |  THURSDAY, 6 NOV 2025
ASIC chair Joe Longo has said introducing "frictions" into the super switching process could help avoid a repeat of the First Guardian and Shield "catastrophe". "No one wants to preside over a problem like this if there are some potential solutions. ...

Paradice lists mid cap strategy as ETF

ANGELIQUE MINAS  |  WEDNESDAY, 5 NOV 2025
Paradice Investment Management has launched an active ETF focused on Australian mid cap stocks on Cboe. Established in 2006, the fund's strategy has delivered actualised returns of 9.79%, outperforming its benchmark by 2.55% per year. Currently, the ...