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Showing 611 - 620 of 9801 results for "advisers"

Cybercriminals attack major super funds

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
... taken steps to restrict some activities on the Expand Platform. We're communicating with impacted customers and their advisers and will continue to keep them updated," McCarthy said. Hostplus, which has reportedly been attacked, said it was aware ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... bringing together three likeminded teams with shared values. Hubco will give us better systems, stronger support for our advisers and clients, and a springboard for growth." WTL has about 400 privately-owned advice practices in its network that operate ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... Ribarovsk was a financial planning analyst at PSK Private Wealth. Genium has existing consulting clients servicing over 400 advisers and managing more than $25 billion in funds under advice, including approximately $6 billion in managed accounts.

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
Russell Investments has partnered with private markets platform Reach Alts to broaden advisers' access to private market opportunities in Australia. Reach Alts will draw on Russell's institutional investment management expertise and research capabilities ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... Australian Financial Complaints Authority (AFCA) lead ombudsman, investments and advice Shail Singh has told financial advisers that poor practices are the main contributor to the soaring costs of the Compensation Scheme of Last Resort (CSLR). "It's ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
... "Against a backdrop of rapid growth in the wealth management sector, we provide unique solutions that offer financial advisers the ability to think differently about how they grow wealth for their clients," Yule said. "We look forward to working with ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... services business until at least 23 March 2030. Thomson was a financial adviser with Australian Mortgage and Financial Advisers from 1 September 2023 to 27 November 2023, and LFG Financial Services between 28 November 2023 and 24 March 2025. ASIC's review ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
... another example of how North continues to innovate in retirement solutions, ensuring we are the platform of choice for more advisers across Australia," Hutchison said. Meanwhile, the platform has also added Innova Asset Management, AZ Sestante, and Watershed ...

Jones clarifies scope of new class of adviser

ANDREW MCKEAN  |  FRIDAY, 28 MAR 2025
... of adviser to provide holistic retirement advice, a role some believe should be reserved for professional independent advisers, and that the breadth of these rules could set parameters for this category of adviser to provide advice across a wide range ...

Equity Story plots expansion, names chair

MATTHEW WAI  |  FRIDAY, 28 MAR 2025
... Capital Haus was launched in Sydney in 2022, with the firm also has presences in Townsville. It is currently housed to 14 advisers and AU$300m in assets under management across three different markets.