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Showing 571 - 580 of 13217 results for "adviser"

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
Ascalon Capital continues to stack up its executive lineup, welcoming a new deputy chief executive. Shailesh Jain has joined the firm as partner and deputy chief executive. He will drive Ascalon's investment research and consulting initiatives ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released by Rainmaker Information this week. The report found that Picture Wealth has signed 42 advisers in the past ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... basis of there being a $20 million sector cap, and that's worked out for the FY25/26 year, something like $1,295 per adviser," Anderson explained. "But that excludes the amount above the cap which is an extra $47.5 million, which the minister is ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
... holds the highest number of financial advisers who are aligned at 13.1% and non-aligned at 13%, the June 2025 Financial Adviser report states. Among aligned financial advisers, BT Panorama has a 12.2% market share while Insignia's Expand has 9.8%. ...

Praemium reports FUA increase to $64.3bn

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Praemium has reported funder under administration (FUA) of $64.3 billion to 30 June 2025, marking an increase of 12%. Praemium's next generation IDPS Spectrum achieved quarterly net inflows of $339 million, resulting in FUA of $2.38 billion for the ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
Insignia Financial has entered into a Scheme Implementation Deed (SID) to be acquired by New York-based CC Capital Partners for a value of $3.3 billion. CC Capital has agreed to acquire all the issued shares in Insignia for a cash consideration of $4.80 ...

Younger Aussies want personalised financial advice: CALI

MATTHEW WAI  |  TUESDAY, 22 JUL 2025
... affordable, accessible financial advice, including the support of the federal government's introduction of a new class of adviser who can offer limited advice on life insurance products. Under current laws, life insurers in Australia are legally restricted ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...

CC Capital drags feet on Insignia takeover bid

KARREN VERGARA  |  MONDAY, 21 JUL 2025
CC Capital Partners continues to drag its feet on making an official takeover offer for Insignia Financial, surpassing the two-week timeframe it promised it would make a binding bid within. The announcement released on the ASX this morning states that ...