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Showing 531 - 540 of 9800 results for "advisers"

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 ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... of experience across financial markets, asset management and investment management, joining from State Street Global Advisers. His background includes senior roles at Allianz Retire+ and BT Financial Group, as well as experience as an interest rate swaps ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... we aim to hire the best possible talent to build a strong team." The hires reflect ETF Shares' focus on financial advisers, planning groups and stockbrokers - its core client base. The ETF provider aims to strengthen relationships with intermediaries ...

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... O'Sullivan has some 20 years' experience in senior management, most recently as managing director for Affinia Financial Advisers for eight years. He has recently transitioned the licensee over to a new owner prior to joining Capstone. He was also TAL's ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
Financial advisers are increasingly searching for alternative sources to capture alpha amid ongoing market volatility. Surveying 174 financial advisers, Findante found that four in 10 advisers are now bearish on both US equities and Australian equities ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... and wealth offerings. Syfe said it wants to roll out a "hybrid advisory model" which supports customers and financial advisers, including self-managed super capabilities. It said it wants to help close the advice gap, offering services to more of the ...

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... ready and prepare operations for an orderly transition." The reforms have also been a point of concern for financial advisers, with the BT Technical team seeing more than 1100 advisers register for a recent webinar on the topic. Challenger's head of ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... solutions. AUSIEX chief executive Patrick Salis said with this transaction, AUSIEX will "provide local institutions, financial advisers, family offices, SMSF and high-net-worth and wholesale investors with one of the most comprehensive investments trading ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... not using an adviser, 36% said they can't afford it. CFS said "this presents a major opportunity for super funds and advisers to raise awareness about this option." "As government starts developing new guidance on super and retirement, this should also ...