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Showing 621 - 630 of 9807 results for "advisers"

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.

Buyout firm nabs GQG executive

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
... as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. Bullock's exit comes as GQG Partners recorded US$1.7 billion net flows in January, bringing its total ...

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... advice more accessible to people across the country," Fogarty said. "I'm eager to be part of this journey and to help advisers grow their practices in a sustainable and highly professional way that helps lift the standards in our industry." In January ...

Impact investors need instos, governments to scale: Experts

KARREN VERGARA  |  WEDNESDAY, 26 MAR 2025
... Impact Investment Summit Asia Pacific heard this morning. Rachel Halpern, the head of sustainability at JANA Investment Advisers, stressed the need for institutional capital to be deployed to impact investing. "We must have it. It's not going at ...