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Showing 541 - 550 of 9814 results for "Advisers"

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 ...

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 ...