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Showing 561 - 570 of 13302 results for "adviser"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... Park, Upstreet and Advice Intelligence either folded or were acquired. Even Ellerston Capital's ethically based robo-adviser, which launched in early 2023, has also shuttered. They join a string of fintechs, such as Creativemass, that found it impossible ...

AFCA temporarily reinstates UGC to address complaints

RIDDHIMA TALWANI  |  FRIDAY, 26 SEP 2025
The Australian Financial Complaints Authority (AFCA) has reinstated United Global Capital's (UGC) membership until 31 March 2026, to ensure consumers can lodge complaints regarding Shield and First Guardian Master Fund. UGC was expelled from AFCA membership ...

Alternative Investment Awards winners announced

ANGELIQUE MINAS  |  THURSDAY, 25 SEP 2025
Last night at the 24 th Annual Hedge Funds Rock fundraising dinner, the Alternative Future Foundation (AFF) announced the winners of its Australian Alternative Investment Awards for 2025. In addition to 11 categories, the awards also recognise a Fund ...

FAAA award finalists named

STAFF WRITER  |  WEDNESDAY, 24 SEP 2025
The Financial Advice Association Australia (FAAA) has named the finalists in its annual awards program, including Adviser of the Year. The awards acknowledge members who are committed to delivering the highest standards of trusted and professional advice ...

Shield collapse brings wholesale governance to the forefront

RIDDHIMA TALWANI  |  WEDNESDAY, 24 SEP 2025
... Berkshire Global Advisors M&A Symposium in Sydney this week that she is hearing a lot of talk about governance among the adviser community amid the fallout of the two failed schemes. About 12,000 retail investors have lost more than $1 billion from the ...

Australian Retirement Trust chief executive steps down

JAMIE WILLIAMSON  |  TUESDAY, 23 SEP 2025
... part in driving retirement outcomes for those 2.4 million Australians alongside 200,000 employers, union and financial adviser partners," Anderson said. "I'm so proud of the accomplishments of my ART colleagues in my time here. In addition to award-winning ...

Colonial First State partners with MST Financial

ANGELIQUE MINAS  |  TUESDAY, 23 SEP 2025
Colonial First State (CFS) has partnered with MST Financial to create a platform that empowers advisers to deliver better insights to clients. With MST Financial, CFS will debut Sandstone Insights, a premium research platform. This program will equip ...

Unprecedented US M&As a boon for Australia: BGA

KARREN VERGARA  |  MONDAY, 22 SEP 2025
Mergers and acquisitions (M&A) in the US wealth management sector have reached unprecedented levels over the last five years and the local sector is poised to benefit highly from this, according to Berkshire Global Advisors (BGA). Bomy Hagopian, a partner ...

LGT Crestone unveils rebrand

ELIZA BAVIN  |  MONDAY, 22 SEP 2025
LGT Crestone has rebranded to LGT Wealth Management Australia. This firm said the move marks its ambition to lead the nation's private wealth sector and cement its alignment with LGT's global reputation. LGT said for clients, the rebrand reinforces ...

BT launches new low-cost investment menu

ANGELIQUE MINAS  |  FRIDAY, 19 SEP 2025
... reinforcing BT Panorama's position as a flexible, future-ready platform." Meantime, Vanguard Australia head of financial adviser services Rachel White said: "BT Panorama's platform strength combined with Vanguard's investment expertise offers advisers ...