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Showing 641 - 650 of 9814 results for "Advisers"

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... Sydney-based firm has secured access to Colonial First State's (CFS) FirstTech division for the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up to date" ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... and create a new class of adviser. Reforming the best interests duty and removing the safe harbour steps will provide advisers with confidence to deliver appropriately scaled advice. "The new class of adviser is also vital to allowing life insurers ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
... structures pointing to possible conflicts of interest. It also noted dubious marketing strategies involving financial advisers, mismatches between stated liquidity and the underlying liquidity of loan assets, as well as increased loan arrears and increasing ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
... for fund managers to lower their MERs. So, the total cost of ownership in unlisted funds is static. I think financial advisers are becoming more and more awake to that. They're looking at the total cost," Campion said.

RBA forecasting has been 'terrible': Yarra Capital Management

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... "cautious" cut at the first meeting of 2025, bringing the interest rate down to 4.1%. Speaking at Financial Standard 's Advisers Big Day Out (ABDO) yesterday, Keenan said the cut should have occurred much earlier. "The RBA [predictions have] been ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... expanded its international MA offerings by adding international MAs from Franklin Templeton and Watershed. In addition, advisers and their clients will also have access to an international MA from Walter Scott - an Australian first, CFS aid. The new ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different classes, including traditional ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... of adviser; reforming, improving and updating the best interest's duty; removing red tape which is an obstacle to advisers taking on more clients; ensuring that we have technology-neutral legislation. In short, it is about ensuring that there are ...

Tariffs not the only inflationary risk: Colchester

MATTHEW WAI  |  WEDNESDAY, 19 MAR 2025
Speaking at Financial Standard 's Advisers Big Day Out (ABDO), Martyn Simpson, senior investment officer from Colchester Global Investors, discussed the potential impact of tariffs and some of the inflationary issues markets may yet face. In terms ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... "We will provide further updates in relation to the above matters in due course. Falcon is currently working with its advisers to develop a plan to implement an orderly wind down of the fund, so as to maximise the return to unitholders." ASIC alleges ...