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Showing 511 - 520 of 9814 results for "Advisers"

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... an operations specialist, has been with QIC for three years. He previously worked at Independent Fund Administrators & Advisers, as well as Aberdeen Asset Management, JP Morgan Chase, and UBS Investment Bank. Thierry Cojan, based in London and recognised ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... returned to work with Kerr Neilson in 2013 as an investment specialist, bolstering the firm's relationships with advisers in Australia and New Zealand and later expanding the firm's reach into the US. In 2022, he was appointed head of investment ...

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... levels of FUA inflows ad new account openings in Q4, robust transition pipelines and continued success in attracting new advisers and their clients," Netwealth said. Netwealth added that its revenue base is highly recurring and well diversified. "We ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
... individual retail investors tended to buy mining stocks, taking profits in some bank stocks," Hill said. "In stark contrast, advisers relied on a handful of blue chips and a broad range of exchange traded funds to build clients' portfolios in the first ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
Two former MWL Financial Services financial advisers who invested clients' superannuation in the Shield Master Fund have copped bans from the regulator. Matthew Simon Bradley has ceased working in financial services for eight years after ASIC found ...

SIAA chief executive steps down

ELIZA BAVIN  |  WEDNESDAY, 9 JUL 2025
Stockbrokers and Investment Advisers Association (SIAA) chief executive Judith Fox will retire at the end of 2025 once a replacement has been appointed. SIAA chair Hamish Dee said Fox advised that she has decided to retire after six years in the role. ...

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."