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Showing 611 - 620 of 13217 results for "adviser"

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... Court pointed out at a media briefing yesterday that across the value chain - from the lead generator to the financial adviser and super fund to platforms such as Macquarie and Equity Trustees - there is evidence of misconduct and the pocketing of commissions ...

Evidentia assembles inaugural executive leadership team

ANDREW MCKEAN  |  TUESDAY, 1 JUL 2025
... solutions function, Lonsec's former executive director of sales and service Marc Hraiki has been appointed general manager for adviser solutions. He will be responsible for driving business growth and engagement as well as delivering solutions for advisers ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... practices who want to generate efficiencies, but don't want to have a full tailored solution," North said. "By helping an adviser bring their investment strategies to life, it addresses many of the traditional barriers to adoption - including personalisation ...

Average super balance grows to $172k: ATO

KARREN VERGARA  |  MONDAY, 30 JUN 2025
The average superannuation balance grew 5% to $172,000 at the end of the 2023 financial year, new statistics from the Australian Taxation Office reveal. Women had an average super balance of $154,641, while men had $192,119. The median was $54,349 and ...

ClearView welcomes underwriting head

MATTHEW WAI  |  MONDAY, 30 JUN 2025
ClearView has hired from NobleOak to fill the position of head of underwriting. The life insurer also rolled out a slew of underwriting updates across its medical requirements and trauma definitions. Peter Tilocca has joined as the new head of underwriting ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
... enhancing operational efficiency, capitalising on growth opportunities in the life insurance sector and improving both adviser and client experiences," he said.

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Asset Management has strengthened both its distribution and investment teams with a string of senior hires, sharpening its adviser focus and deepening its equities and infrastructure bench. Andrew Dowling, who joins next month, will be based in Victoria ...

Desktop Broker to deliver direct indexing via partnership

MATTHEW WAI  |  THURSDAY, 26 JUN 2025
Desktop Broker, part of Bell Financial Group, has partnered with direct indexing platform Briefcase to deliver direct indexing capabilities and institutional-grade ETF model portfolios to financial advisers and wholesale investors. With direct indexing ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN  |  WEDNESDAY, 25 JUN 2025
... "strong interest," and that the firm is planning to expand the range over the second half of 2025. "We've had significant adviser and investor demand for a Wealth Builder ETF that provides broad exposure to global share markets outside of Australia," ...

DASH undertakes fresh capital raise

MATTHEW WAI  |  WEDNESDAY, 25 JUN 2025
DASH Technology Group is completing a new capital raising, with its valuation surging 59%. The cloud-based financial advice and investment management platform has signed a binding legal documentation with a new, undisclosed investor as part of an ongoing ...