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Showing 641 - 650 of 10514 results for "advice"

ASIC targets advisers, platforms, research houses in super switching scams

KARREN VERGARA  |  THURSDAY, 3 JUL 2025
... involved in providing the environment," Court said. "Ultimately, the financial advisers are the ones that are providing the advice to people to say you should roll your funds into something like the Shield Master Fund or First Guardian Master Fund." ...

Banned director sentenced for running financial services firm

JAMIE WILLIAMSON  |  THURSDAY, 3 JUL 2025
... Fuoco "one last chance." Between March 2019 and April 2023, he was found to have been involved in five companies: State Advice, Ansa Finance, AFSL Group, About Advice, and Advice Now. All the companies were operating a similar model to that of the business ...

AMP North launches model portfolio solution with BlackRock, Lonsec

ANDREW MCKEAN  |  MONDAY, 30 JUN 2025
... Lonsec to launch a model portfolio offering. North introduced its "market first" 'Blend' capability today, which enables advice practices to customise assets within model portfolios. The latest model portfolios use BlackRock's multi-asset investment ...

TA Associates invests in Viridian Financial Group

KARREN VERGARA  |  MONDAY, 30 JUN 2025
... about $16 billion of funds across Viridian Advisory, Infinity Capital Solutions and Smartmove Lending, providing wealth advice, investment solutions and mortgage broking services to 15,000 clients. Head of TA Associates Asia Pacific Edward Sippel said ...

Bombora Advice appoints new chair, managing director

ELIZA BAVIN  |  MONDAY, 30 JUN 2025
Bombora Advice is welcoming a new chair and a managing director following the departure of founder Kevin Martin. Wayne Handley will take on the role of executive chair and Niall McConville will become managing director, effective July 1. Martin served ...

Magellan bolsters investment and distribution ranks

ELIZABETH FRY  |  THURSDAY, 26 JUN 2025
... Magellan as head of retail distribution before a short stint at Prime Value Asset Management. "Mark's knowledge of the NSW advice market and asset consulting is a great asset to our team," the asset manager said. Both Dowling and Jordan both carry ...

Super Fierce goes into liquidation

KARREN VERGARA  |  WEDNESDAY, 25 JUN 2025
Super Fierce, the digital advice platform that compares superannuation products, is now in liquidation three years after it launched. Trenna Probert and Craig Swanger, co-founders of Super Fierce, officially launched it on International Women's ...

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 ...

Shaw and Partners splashes $63m for New Zealand expansion

MATTHEW WAI  |  TUESDAY, 24 JUN 2025
... Investment Services Group (ISG) for NZ$67.5 million ($62.5m). The move brings Shaw and Partners Financial Services' assets under advice close to $45 billion. Under the agreement, the ISG business will report to Shaw and Partners' chief executive Earl ...

4600 relevant providers yet to meet qualification standards: ASIC

KARREN VERGARA  |  TUESDAY, 24 JUN 2025
... qualifications standard looms, and it remains unclear how many advisers will be properly qualified to provide personal financial advice on 1 January 2026," ASIC commissioner Alan Kirkland said. "It's possible that some of these relevant providers may ...