Search Results | Showing 621 - 630 of 13221 results for "Adviser" |
| | | ... 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, 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 ... |
| | | | ... "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 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 ... |
| | | | More than 4600 relevant providers have yet to meet qualification standards, according to ASIC, and have only six months to meet the deadline. An ASIC spot check of the 15,610 relevant providers listed in the Financial Advisers Register found that 6426 ... |
| | | | ... stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 27. |
| | | | The Australian Financial Complaints Authority (AFCA) is urging financial advisers to gain clarity and better understanding on whether the wholesale investor test applies when advising SMSFs. Even if SMSF trustees have extensive investment experience ... |
| | | | Perennial Partners is buying a majority stake in Melior Investment Management and will take over management of its flagship impact fund. Under the agreement, the Melior brand will transition to Perennial, and the Melior investment team will increase ... |
| | | | Padua Solutions has appointed Dimitri Diamantes to the newly created role of senior technical services manager, overseeing the advice fintech's software, services, research and data divisions. Diamantes has almost two decades of experience in financial ... |
| | | | James Fleiter, a former member of the institutional sales team at Ares Management Australia, has joined Betashares as the exchange-traded funds provider expands into private credit. Fleiter joins as director of private assets after taking three months' ... |
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