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Showing 561 - 570 of 10432 results for "Advice"

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... about $16 billion of funds across Viridian Advisory, Infinity Capital Solutions and Smartmove Lending, providing wealth advice, investment solutions and mortgage broking services to 15,000 clients. Head of TA Associates Asia Pacific Edward Sippel said ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
Bombora Advice is welcoming a new chair and a managing director following the departure of founder Kevin Martin. Wayne Handley will take on the role of executive chair and Niall McConville will become managing director, effective July 1. Martin served ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Magellan as head of retail distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset consulting is a great asset to our team," the asset manager said. Both Dowling and Jordan both carry ...

Super Fierce goes into liquidation

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Super Fierce, the digital advice platform that compares superannuation products, is now in liquidation three years after it launched. Trenna Probert and Craig Swanger, co-founders of Super Fierce, officially launched it on International Women's ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice close to $45 billion. Under the agreement, the ISG business will report to Shaw and Partners' chief executive Earl ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... qualifications standard looms, and it remains unclear how many advisers will be properly qualified to provide personal financial advice on 1 January 2026," ASIC commissioner Alan Kirkland said. "It's possible that some of these relevant providers may ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... considered 'influential' advisers must be and continue to be instrumental in shaping the future of the financial advice industry. They are individuals who make a meaningful difference in their clients' financial wellbeing, actively participate ...

ESSSuper, UniSuper spearhead member satisfaction

KARREN VERGARA  |  MONDAY, 23 JUN 2025
... period, spearheaded by ESSSuper and UniSuper with a respective +20% uplift linked to stronger outbound communication and advice-led support. Australian Ethical (+15%), TelstraSuper (+15%) and Brighter Super (+4%) made the top five performers and most ...