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Showing 511 - 520 of 12356 results for "BOT"

Bravura, Future Group partner on digital advice

ELIZA BAVIN  |  MONDAY, 1 SEP 2025
Financial services technology provider Bravura Solutions has partnered with Future Group for the initial phase of its digital advice rollout, which is now underway. The partnership will provide members pre-retirement personal advice tools, and a public-facing ...

Trust key to client satisfaction in advice: Report

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
Russell Investments' annual report on the value of financial advice shows ability to trust remains the core expectation when seeking advice. The 2025 Value of an Adviser Report, surveying some 700 Australian investors (advised and unadvised) and nearly ...

ECP joins Future Generation Women lineup

MATTHEW WAI  |  FRIDAY, 29 AUG 2025
ECP Asset Management's Global Growth Fund has been selected as the latest partner of Future Generation Women, while principal Annabelle Miller will provide pro bono investment support in global equities. The Future Generation Women fund is managed by ...

In race for talent, Frontier Advisors beefs up senior ranks

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
Frontier Advisors announced a raft of promotions as part of its strategy to nurture in-house talent and stave off competition in the hotly-contested asset consulting sector. The group has promoted 11 members of its team across investments, business ...

Shield-linked advice firm director, compliance manager banned

JAMIE WILLIAMSON  |  THURSDAY, 28 AUG 2025
The AFSL of MWL Financial Services has been cancelled, while both its director and its compliance manager have copped bans after they allegedly helped funnel more than $150 million in investments into the Shield Master Fund. MWL recommended Shield to ...

Perpetual flags 'uncertainty' over wealth management sale

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
Perpetual took a slight hit in underlying profit after tax - down 1% to $204.1 million - flagging outflows in the asset management business and a softer performance in wealth management due to "uncertainty" surrounding its ownership. Despite the uncertainty ...

Australian Ethical FUM approaches $14bn

MATTHEW WAI  |  THURSDAY, 28 AUG 2025
Australian Ethical has revealed its results for the financial year to June 30, with funds under management (FUM) soaring to nearly $14 billion. FUM surged by 34%, or $3.5 billion, to $13.94 billion in FY25, which was a result of positive net flows ...

NGS Super readies for admin transformation

JAMIE WILLIAMSON  |  WEDNESDAY, 27 AUG 2025
After close to a year-long delay, NGS Super will begin transferring its administration services to GROW Inc. in October. In May 2024, NGS Super announced it was ending a long-standing administration services arrangement with Mercer, instead handing ...

Invesco sells intelliflo to Carlyle Group

KARREN VERGARA  |  WEDNESDAY, 27 AUG 2025
Invesco will sell financial advice technology provider intelliflo to Carlyle Group for US$200 million. Carlyle will spin off intelliflo's US-based subsidiaries as a standalone business called RedBlack, to be run by a separate management team. intelliflo ...

Vale Raymond Mason

KARREN VERGARA  |  TUESDAY, 26 AUG 2025
Raymond "Chipp" Mason, the founder of Legg Mason, has passed away at the age of 88. He founded Mason & Co. in 1962 at the age of 25 after working in his family's brokerage business. In 1970, Legg & Co. acquired Mason & Co. to become Legg Mason. ...