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Showing 591 - 600 of 13219 results for "adviser"

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... planning expertise." Superannuation funds can play a key role for members who cannot or do not want to engage a financial adviser, the study suggests, but they are limited in their ability to access and use personal information at scale. While super ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
MLC has partnered with TAL and Challenger to develop a retirement income solution - MLC Retirement Boost. MLC Retirement Boost operates like a standard superannuation account that allows customers to boost their income during retirement due to the concessional ...

HUB24 reports record $136bn FUA

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
HUB24's total funds under administration (FUA) reached a record $136.4 billion at the end of June. Net inflows for the 2025 financial year were $19.8 billion, up 25% annually. Excluding the $4 billion of migrations during the period, net inflows ...

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced wealth insights to enable more effective adviser support and client engagement, improved market intelligence to enhance advisers' decision-making and competitive advantage ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... there will be no change to the management or service of existing client portfolios unless enhancements with demonstrable adviser or investor benefits are available or appropriate," he said. Betashares founder and chief executive Alex Vynokur said: "In ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Ascalon Capital has added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. ...

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Queensland Investment Corporation has promoted three senior managers in its global infrastructure team. Grace Harnwell, Jason Rapley, and Mark Blencoe have been promoted to the role of principal, while Thierry Cojan has been appointed as senior principal. ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... first joined Platinum in 2003 as an investment analyst covering industrials, and quickly became a key communicator for adviser presentations. After five years, he left the asset manager, and did a short stint in Singapore, helping to build Standard Chartered's ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... of the Scope+ total FUA by 19% and a 23% increase in Scope+ portfolios. Praemium said the partnership reflects growing adviser demand for high-quality, scalable administration services that enhance operational efficiency and support the delivery of sophisticated ...

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Netwealth has reported a $24.8 billion increase in total funds under administration (FUA), including a record $15.8 billion in FUA net flows. Total FUA at 30 June 2025 was at $112.8 billion, and increase of $8.7 billion for the quarter, including $3.8 ...