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Showing 481 - 490 of 9814 results for "Advisers"

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 ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... areas where the fund manager believes active management adds the most value, such as private assets and property. "As advisers continue to seek streamlined investment solutions and simplicity in their back office, MLC MultiSeries offers access to a broad ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio construction, fund selection and investment governance. He also spent more than a decade at ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released by Rainmaker Information this week. The report found ...