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Showing 501 - 510 of 9814 results for "Advisers"

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... investors." Elston manages $8 billion for retail, wholesale and not-for-profit investors. The fund works with over 750 advisers nationally, providing managed account and unitised investment solutions across eight of Australia's leading wrap platf ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
CPA Australia says the drastic exodus of financial advisers has put Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
Two advice licensees have paid infringement notices after they were found to have authorised advisers and had them provide personal advice while unregistered. Skye Money and Smart Financial Capital have both paid fines of $31,300 to ASIC for authorising ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
... superannuation business. Meanwhile, Theau will lead the investment management business offering managed funds through financial advisers and private wealth firms as group executive of investment management and chief investment officer. His role will ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... acumen to optimise their retirement income according to their financial circumstances," Vanguard said. "Professional advisers, however, could significantly increase expected retirement outcomes using a greater extent of additional personal information ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... concessional treatment of lifetime income streams. MLC Retirement Boost will be available on the Expand platform for advisers to use with their superannuation clients from August. Insignia Financial chief executive Scott Hartley said until now the super ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
... member benefits. Members have a median age of 55 with a median balance of $143,831. HUB24 had a total of 5097 financial advisers using the platform at the end of FY25, growing 13% year on year. During the period, the firm launched HUB24 Private Invest ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... Data following a successful capital raise, which closed at $2 million over its target. Wealth Data provides insights on advisers, superannuation funds, and self-managed super funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... Alex Vynokur said: "In this climate, Trellia Wealth Partners represents a purpose-built offering that enables financial advisers to leverage innovation, scale, and international best practice to deliver more value to their clients and assist their practices ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... said. "Berit and John bring decades of industry experience and a deep understanding of the challenges and opportunities advisers face every day. Their commercial insight, collaborative mindset, and client-first approach align perfectly with our mission ...