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Showing 611 - 620 of 9814 results for "Advisers"

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
... Apex's fund solutions platform under the new partnership, which will significantly enhance the digital experience for advisers and investors. The credit manager was established in 2009 and specialises in cash, credit and fixed income strategies. The ...

First Sentier to enter Australian ETF market

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
... the ASX in mid-May. The listing of the First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) will provide advisers and investors with listed access to an existing unlisted strategy that aims to deliver long-term growth by actively gearing ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... that it signed nearly 100 new distribution agreements with adviser groups during the year and secured around 140 net new advisers with funds over $1 million on North platform. "In super and investments, we are also delivering improvements in cashflows. ...

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 ...