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Showing 521 - 530 of 13217 results for "Adviser"

Government scraps inquiry into advice firm failures, Dixon Advisory

JAMIE WILLIAMSON  |  FRIDAY, 29 AUG 2025
The government has dumped the inquiry into wealth management companies that would have dissected the collapse of firms like Dixon Advisory and the impact on the Compensation Scheme of Last Resort (CSLR). In September 2024, the government referred the ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... Chartered Accountants and AH Jackson, Integro has recruited Emma Ross as advice and operations manager. A qualified financial adviser, Ross was a general manager at Financial Framework and partnership manager at AMP prior to her current role. "Emma's ...

Focus Financial names Aus exec chair

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... business management unit. Last month, Focus Partners Wealth was named as the top fastest growing registered investment adviser firm in the US by an industry publication, based on a list of top 50 firms with more than US$500 million in assets under management ...

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 ...

Count sees $5.1m cost synergies from Diverger integration

ELIZA BAVIN  |  THURSDAY, 28 AUG 2025
... positive financial performance for FY25. "Count continues to set the benchmark for quality, scale and innovation. Our adviser-led model and national footprint position us to deliver exceptional outcomes for clients and sustainable growth for shareholders," ...

Centrepoint Alliance profits down $2.6m

MATTHEW WAI  |  WEDNESDAY, 27 AUG 2025
... Alliance said, focussing on onboarding advisers, expanding the managed account offering and completing integrations with adviser software applications. The deal with Brighter Super also saw three advisers transitioning to Financial Advice Matters (FAM) ...

Equity Trustees sued over Shield Master Fund failures

ELIZA BAVIN  |  TUESDAY, 26 AUG 2025
Equity Trustees will face court over its alleged due diligence failures concerning the Shield Master Fund. ASIC flagged that as a superannuation trustee, Equity Trustees oversaw the investment of around $160 million of retirement savings into Shield ...

Former adviser back in Australia to face theft charges

JAMIE WILLIAMSON  |  MONDAY, 25 AUG 2025
A former financial adviser accused of stealing millions from clients will finally face court after being extradited back to Australia from New Zealand. Marion Pearson allegedly stole $4.1 million from 13 clients between January 2009 and October 2013. ...

Winners named in annual IMAP Managed Account Awards

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
The Institute of Managed Account Professionals (IMAP) has announced the winners of the 2025 IMAP Managed Account Awards across nine categories, with Morgan Stanley Wealth Management Australia taking out two categories. Morgan Stanley Wealth Management ...

Betashares adds emerging markets ETF

MATTHEW WAI  |  FRIDAY, 22 AUG 2025
Betashares is bringing another exchange-traded fund (ETF) to its lineup, marking its third addition this month. The Betashares MSCI Emerging Markets Complex ETF (ASX: BEMG) - available on the ASX from August 25 - will provide investors with access to ...