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Showing 581 - 590 of 10426 results for "advice"

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... "Markets have since rebounded and this instinct to remain disciplined has proven correct. It reinforces the value of financial advice in helping investors navigate market uncertainty and to ensure their portfolios are protected across market cycles." ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
... supports customers and financial advisers, including self-managed super capabilities. It said it wants to help close the advice gap, offering services to more of the 12 million Australians estimated to hold over $100,000 in investable assets but don't ...

HESTA turns the lights back on after service shutdown

ANDREW MCKEAN  |  WEDNESDAY, 4 JUN 2025
... to GROW. The fund also integrated a new contact centre, digital services and mail house to help ensure ongoing support, advice, and communication with members. Following the transition, it's completed processing of employer super contributions, and ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
... domestic and international fixed income products with the acquisition of FIIG. FIIG has more than $5 billion of funds under advice (FUA), providing direct access to bond markets, term deposits and other cash solutions. AUSIEX chief executive Patrick ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... financially prepared for retirement, while only 25% unadvised clients have the same expectation. Still, less than 10% have sought advice in the past six months, SSGA found. Of those that did, 68% sought advice from an independent adviser and 37% from ...

Superhero plans 'mass affluent' wealth play

JAMIE WILLIAMSON  |  MONDAY, 2 JUN 2025
... welcomed its first chief investment officer, as it targets Australians seeking sophisticated solutions without the need for advice. Superhero said it is looking to "evolve beyond traditional sharetrading to offer sophisticated portfolio management tools ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
Superannuation is the number one topic Australians want financial advice on, however a significant proportion have little to no idea they can pay for it through their super. Based on a survey of 2250 Australians, Colonial First State's (CFS) Empowered ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... high-net-worth and family office firm. Established in May 2015, Mercury offers a range of financial services from investment advice, asset protection, tax structuring, succession, estate planning and philanthropy to high-net-worth individuals. Ironbark ...

BlackRock hires Housing Australia treasury chief

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... to the world's biggest asset manager, following a six-month stint at the government housing body, providing treasury advice in debt capital markets. But before her public sector career, Palmer spent 14 years at UBS Asset Management as executive director ...

Russell Investments names investment head for APAC

ELIZABETH FRY  |  THURSDAY, 29 MAY 2025
... portfolio management at Russell Investments which has $US300 billion in assets under management and $US1 trillion under advice. His mandate includes enhancing the alignment between global research and local portfolio needs and strengthening multi-asset ...