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Showing 521 - 530 of 9798 results for "advisers"

Firms rebuffing AFCA determinations should be named: FAAA, professional bodies

KARREN VERGARA  |  TUESDAY, 17 JUN 2025
... Compensation Scheme of Last Resort (CSLR) is a particularly important issue for our organisations and our members." "Financial advisers are evidently covering more than 75% of the cost of the CSLR and the cost is expected to increase substantially over ...

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
... deliver even greater impact." Hawke acknowledged the breadth of Roga's experience. "Aubrey has walked in the shoes of advisers, platforms, and institutional partners. He's led from both sides of the business - and understands what high performance ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... (HNW) inheritors are unhappy with how they have used their inherited capital, presenting an opportunity for financial advisers. As the $3.5 trillion great wealth transfer kicks off, Capital Group surveyed 600 HNW individuals across Europe, Asia Pacific ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
... Swift. Fidelity International head of wholesale Lauren Jackson said the SMA will help solve a problem that financial advisers face when allocating to core global equities, noting that many still allocate passively or use discretionary active global managers ...

Labor proposes changes to ancillary funds

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
... Treasury is holding roundtables and wants participation from giving funds, charities that receive support from giving funds, advisers to funds and charities and peak bodies. They have until June 20 to express their interest. Other interested parties ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... lowest-cost funds in their respective categories, a move that, he said, was met with a "positive acknowledgment from advisers." Rainmaker Information head of research John Dyall previously said the fee reductions were a "significant break" in behaviour ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
... continuing to progress, acquiring financial advice firm Xponential Advisory a few months after taking a majority stake in Sky Advisers. The acquisition will see the integration of more than 185 client families across Australia into Link Wealth's client ...

ASIC grants no-action on deficient advice fees consent

JAMIE WILLIAMSON  |  FRIDAY, 6 JUN 2025
... of account numbers in a client's written consent for the deduction of ongoing advice fees. ASIC is reminding financial advisers and superannuation trustees to ensure they're complying with client consent requirements when entering ongoing fee arrangements ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... South Wales Premier Nathan Rees. "The meeting duration was 63 minutes involving a current staff member and two Treasury advisers with the Minister," Johnston said. "There was obviously never going to be any decisive immediate action from our session ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... fintech's push into the local market. Oliver will be responsible for building relationships with local wholesale advisers and ensuring they have access to iCapital's suite of alternative investment solutions and analytics tools. He joins from ...