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Showing 601 - 610 of 9801 results for "advisers"

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
... advice has never been greater," he continued. "The rules of the regulatory road must be clearly defined so financial advisers and firms can confidently and effectively serve Main Street American investors." Meanwhile in the UK, the FCA has reappointed ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... previously worked with TCorp's quantitative modelling and applied statistical analysis team as well as Dimensional Funds Advisers. Meanwhile, Heidi Hargrave and Michael Vassilopoulos have been elevated to director, with Harry Tate taking up a role ...

American Century appoints local sales VP

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
American Century Investments has appointed a former director from Dimensional Funds Advisers to run sales in Australia. Tom Fellowes has taken on the role of vice president of Australia sales. Based in Sydney, he will report to American Century's ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
... navigating the compelling opportunities of US private markets and delivering robust solutions focused on the unique needs of advisers and their clients," Francis posted on LinkedIn. Last May, the $250 billion alternative asset manager- specialising in ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
Financial advisers can provide greater value over time, but it does not guarantee retention of their client base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... Network, IA Advice, and Sherrin Partners Services - have copped infringement notices from ASIC after their financial advisers provided personal advice while unregistered. Each licensee paid a $31,300 penalty in March. The corporate regulator said it ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership, AIOFP members will be able to offer digital or hybrid advice services to clients. It will also ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
... appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. Chapple was most recently ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
... million). A Betashares spokesperson told Financial Standard that investors, including self-directed investors, financial advisers, and institutions are using a range of its investment solutions - passive, smart beta, and actively managed funds - to build ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... Generation Z, aged between 18 and 28. This follows a recent study compiled by Natixis which highlighted that 40% of financial advisers fear their businesses will be under threat in an exponentially growing wealth transfer environment. Despite the fruitful ...

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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