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Showing 521 - 530 of 9814 results for "Advisers"

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 ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... deepening its equities and infrastructure bench. Andrew Dowling, who joins next month, will be based in Victoria focusing on advisers and research relationships. He brings over 25 years' experience, including 15 years at Fidelity, where he was most ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
... platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing, investors have direct ownership of their assets through personalised, tax and ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
... last year. The platform has recently partnered with S64 to broaden private market investments channels for financial advisers and their clients.

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 hold an approved degree or qualification. The remaining 4604 or nearly 30% of the population have ...