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Showing 561 - 570 of 9801 results for "advisers"

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... lecturing, look to be a point of difference that make him the ideal candidate. Neil Macdonald, the chief executive of The Advisers Association (TAA), expects Mulino's deep understanding of economic policy, formal qualifications and experience will ...

NAB MySuper class action settlement approved

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAY 2025
... in 2016. It was alleged members were left idling in products that attracted higher fees and commissions to financial advisers that would have been banned in a MySuper option. The action alleged the delay impacted about $6.8 billion in accrued default ...

AMP, intelliflo introduce dashboard enhancements for advisers

MATTHEW WAI  |  TUESDAY, 13 MAY 2025
... AMP and intelliflo have announced a suite of enhancements on their respective systems to offer better efficiency for advisers. Following the introduction of the AI FileNote assistant in March, AMP has brought a newly-enhanced Actively Management Dashboard ...

HESTA members to keep paying fees as disruption continues

ELIZA BAVIN  |  MONDAY, 12 MAY 2025
... spokesperson said the move is "expected to help keep costs down in the long-term for members". Still, members and financial advisers have been left frustrated. "I have seen large back office overhauls many times in my career, it's never involved ...

Former financial adviser charged in alleged $160k super fraud case

ANDREW MCKEAN  |  FRIDAY, 9 MAY 2025
... deception. He was granted conditional bail to appear at Blacktown Local Court on June 16. According to the Financial Advisers Register, Popal first provided financial advice in 2004 and was previously an authorised representative for Alpha Investment ...

Reducing super tax cap to $2m 'a concern': FAAA

ELIZA BAVIN  |  FRIDAY, 9 MAY 2025
... key asks of the new financial services minister will be to fix the Compensation Scheme of Last Resort (CSLR); provide advisers access to the ATO portal; deliver effective Delivering Better Financial Outcomes (DBFO) reforms and implement a standardised ...

Super moves: QIC, VFMC, ESSSuper, Aware Super

ELIZABETH FRY  |  THURSDAY, 8 MAY 2025
... joined Victorian Fund Management Corporation to work on quant strategies across global markets. Xu arrived from Frontier Advisers, where she was promoted to the new quantitative research consultant within the capital markets and asset allocation team ...

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... retirement income through innovation, continuing to build market-leading solutions, while also creating value for financial advisers and shareholders. "This strategic alliance validates our proven track record and builds on the strong momentum Generation ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... excluded from any definition of simple advice," it said. The association also called for allowing professional financial advisers to demonstrate professional judgement, rather than follow prescriptive and restrictive checklists. It noted that despite ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
... rebuilt recruitment processes, launched adviser-facing digital assets and executed national roadshows to attract external advisers. Prior to AMP, Stout held transition and growth roles with MLC Advice/Insignia Financial and MLC Partnerships, where he ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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