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Showing 641 - 650 of 13229 results for "Adviser"

Ascalon hires from SCM, Zenith and GQG

ELIZABETH FRY  |  MONDAY, 16 JUN 2025
Ascalon Capital has strengthened its leadership team with the appointment of a chief executive and two new partners, including a founder of Zenith Investment Partners. Aubrey Roga joins as chief executive of the investment consulting and asset management ...

$15m crypto scam costs former adviser 10 years

JAMIE WILLIAMSON  |  THURSDAY, 12 JUN 2025
A former financial adviser that redirected $14.8 million in client and family funds into a crypto scam has been banned for 10 years. Glenda Rogan of Wollongong and Sutherland Shire allegedly transferred at least $14.8 million of funds invested by clients ...

Inheritance dissatisfaction an advice opportunity: Report

MATTHEW WAI  |  THURSDAY, 12 JUN 2025
... used their inheritance money, with nearly two in five wishing they had invested more. Still, just 20% engaged a financial adviser. "Our study reveals that most wealth holders wish they had used their inheritance differently and invested more," Capital ...

Fidelity International launches first global equity SMA

ANDREW MCKEAN  |  WEDNESDAY, 11 JUN 2025
Fidelity International has unveiled its first global equity separately managed account (SMA) in Australia, with support from private wealth partner Emanuel Whybourne & Loehr. The Fidelity Global Top 50 ex Australia Portfolio draws on the firm's global ...

Labor proposes changes to ancillary funds

KARREN VERGARA  |  WEDNESDAY, 11 JUN 2025
Labor is proposing several reforms to giving or ancillary funds that include increasing the annual distribution rate and smoothing out minimal distributions over three years. In the consultation paper Giving fund reforms: Distribution rate and smoothing ...

State Street's plan for power, product, partnerships

ANDREW MCKEAN  |  TUESDAY, 10 JUN 2025
... needs to be part of the equation is a compelling, straightforward set of products, an ability to deal effectively with the adviser community, to be able to anticipate their needs in a world where they also have demands, and to provide insights into how ...

King's honours list recognises excellence in super, finance

KARREN VERGARA  |  TUESDAY, 10 JUN 2025
... Economy Authority, was also honoured. She was a board member of the Impact Investment Group and served as a senior policy adviser to the Victorian government. Current Ignition Advice chair and former Financial Services Council chief executive Sally Loane ...

Link Wealth acquires boutique advice firm

ANDREW MCKEAN  |  FRIDAY, 6 JUN 2025
... a new office in Burleigh Heads on the Gold Coast, marking Link Wealth's expansion into Queensland. Xponential Advisory adviser Brendan Dilworth will stay on under the Link Wealth structure to ensure continuity of advice and an uninterrupted client experience. ...

ASIC grants no-action on deficient advice fees consent

JAMIE WILLIAMSON  |  FRIDAY, 6 JUN 2025
ASIC has granted a limited no-action position in response to an issue related to the inclusion of account numbers in a client's written consent for the deduction of ongoing advice fees. ASIC is reminding financial advisers and superannuation trustees ...

AIOFP, FAAA encouraged by first meeting with Mulino

KARREN VERGARA  |  FRIDAY, 6 JUN 2025
... "We were all impressed with the Minister's knowledge of our profession, you may recall he was Minister Shorten's adviser with FoFA leading into the 2013 Federal Election. I think the Minister is the most impressive with industry knowledge we ...