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Showing 531 - 540 of 9814 results for "Advisers"

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
Nominations for the 2025 Financial Standard Power50 are now open as we recognise the country's most influential advisers who continue to raise the standards for the profession and provide outstanding service to clients and the wider community. This ...

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ...

Perennial Partners buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
... "With Perennial's strategic, operational and distribution expertise and access to an investor base made up of financial advisers, wealth managers, institutional, high net worth and family offices, we look forward to growing the Melior Australian Impact ...

‍Padua recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... software and technical solutions," he said. " We look forward to Dimitri playing a key role in strengthening our offering to advisers and licensees as we continue to grow and evolve in a rapidly changing industry.". At the forefront of data-driven, tech-enabled ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
... important role in ensuring that we're continuing to lift the bar in meeting the needs of investors and financial advisers when it comes to the role that private assets can play in a robust portfolio." At Ares, Fleiter was a relationship manager in ...

En garde: New fund eyes Vanguard, Betashares' turf

ANDREW MCKEAN  |  THURSDAY, 19 JUN 2025
... to diversify its business has been informed by the fact that at least two-thirds of ETF flows are driven by financial advisers. Through conversations with them, Jocum said Global X understands most adopt a core satellite approach for their clients. "We've ...

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 ...