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Showing 501 - 510 of 9798 results for "advisers"

Blue Owl launches fund to sophisticated investors

KARREN VERGARA  |  TUESDAY, 8 JUL 2025
... investors in partnership with Koda Capital. The Blue Owl Credit Income Fund AUT is a feeder fund targeting financial advisers and their wholesale clients. This is the first strategy Blue Owl has launched for local investors since it began building out ...

Insignia finalises 1300 staff transfer to SS&C

KARREN VERGARA  |  MONDAY, 7 JUL 2025
... digital teams that support Insignia's master trust business officially moved to SS&C. Insignia said members, employers and advisers will continue to engage with their existing contacts without any disruption, ensuring continuity of service, operations ...

ASIC funding levy to charge advisers $46.2m

KARREN VERGARA  |  FRIDAY, 4 JUL 2025
... the 2025 financial year, new estimates show. ASIC's Cost Recovery Implementation Statement (CRIS) report shows that advisers who provide personal advice to retail clients on relevant financial products, which comprises most of the sector, will pay ...

CSLR releases revised levy estimate

ELIZA BAVIN  |  FRIDAY, 4 JUL 2025
... CSLR. "In contrast, the vast majority of those paying these levies run excellent compliant small businesses - 92% of advisers work in firms with 10 or fewer advisers - who have not done anything wrong."

Movers and shakers: Cbus, HESTA, Rest, Minderoo and Colonial First State

ELIZABETH FRY  |  THURSDAY, 3 JUL 2025
... previously covered listed assets, debt and alternatives, and spent almost five years as a consultant at JANA Investment Advisers. HESTA has also farewelled Trevin Erichsen, its member services and operations general manager who stepped down after nearly ...

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
ASIC warns it will take a deeper dive into the roles that financial advisers, superannuation platforms and research houses are playing in members being pushed into high-risk investment schemes. The corporate regulator is closely looking at the entire ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... adviser solutions. He will be responsible for driving business growth and engagement as well as delivering solutions for advisers and their clients through a "comprehensive and evolving suite of offerings," Evidentia said. Hugh Holden, formerly a principal ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... addresses many of the traditional barriers to adoption - including personalisation, incumbency, and scale." AMP noted advisers will be able to track portfolio performance and to content support, allowing them to monitor holdings, review performance ...

Average super balance grows to $172k: ATO

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... earned $355,233. Chief executives and managing directors were in the ninth spot making $194,987. Financial investment advisers or managers made $191,986. The Australian Capital Territory gave the highest median amount when it comes to donations of $245 ...

ClearView welcomes underwriting head

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... core was a key driver in joining." "I'm looking forward to transforming the underwriting function to make it easier for advisers and customers." Meanwhile, ClearView has revised mandatory medical requirements and updated trauma definitions, but reiterated ...