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Showing 581 - 590 of 13219 results for "Adviser"

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 ...

Bennelong launches Allspring Global Income Fund

MATTHEW WAI  |  MONDAY, 21 JUL 2025
Bennelong Funds Management has launched the Allspring Global Income Fund in the Australian market as flagged in May. Bennelong recently partnered with Allspring Global Investments to distribute its global income strategy across Australia and New Zealand. ...

North inflows jump 60%

KARREN VERGARA  |  MONDAY, 21 JUL 2025
AMP's North platform saw net inflows jump 60% in the last financial year, with $1.7 billion of client money reported in the June quarter. Total assets under management (AUM) for the platforms business, which includes Asgard platform products issued ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
AMP has appointed a new head of national sales for North in a bid to strengthen the team and expand support for advisers across the country. Harry Georges has stepped into the role, bringing over 20 years of experience across advice, insurance, and ...

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... including sovereign wealth funds, pension funds, insurance groups, official institutions and family offices. Elston head of adviser services Mark Smith said the timing of the appointment reflects the momentum behind the business. "We've grown a lot ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... associate. At Ascalon, Boyle will lead innovation in portfolio design and investment governance, bringing a pragmatic, adviser-led perspective to scalable, outcomes-focused investment frameworks. Boyle brings 20 years' experience in global markets ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
... Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the sector, which has nearly halved from 26,500 in 2019. CPA Australia ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
... Skye Money and Smart Financial Capital have both paid fines of $31,300 to ASIC for authorising an unregistered financial adviser to provide personal advice to clients. ASIC said that it acted as it had reasonable grounds to believe both groups had authorised ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
The ethical investment manager has promoted two executives to steer growth across its superannuation and investment management businesses. Maria Loyez has become the group executive of superannuation, while chief investment officer Ludovic Theau will ...