Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 621 - 630 of 13221 results for "Adviser"

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 ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
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 ...

Nominations open for 2025 Power50

STAFF WRITER  |  MONDAY, 23 JUN 2025
... 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.

AFCA urges adviser clarity on SMSF wholesale investor test

KARREN VERGARA  |  MONDAY, 23 JUN 2025
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 buys Melior stake

MATTHEW WAI  |  MONDAY, 23 JUN 2025
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 recruits tech professional

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
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 ...

Betashares names director of private assets

ELIZABETH FRY  |  THURSDAY, 19 JUN 2025
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' ...