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Showing 631 - 640 of 9814 results for "Advisers"

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 ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
... multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across New South Wales and Queensland. Both firms are part of the professional advisory group ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... provide this type of advice - whether it'll fall to the proposed "new class" of adviser, or only professional financial advisers, many of whom are "already working successfully" in super funds. The FAAA has consistently maintained that retirement ...

What to expect in the 2025 Federal Budget

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... housing shortage, and aged care policies are dominating client concerns in the lead up to the Budget. While 82% of the advisers surveyed highlighted that clients were neither optimistic nor pessimistic towards the Budget, changes to superannuation, including ...