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Showing 651 - 660 of 13232 results for "Adviser"

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 ...

iCapital hires Insignia exec to open office

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
Alternative investment platform iCapital has appointed Mark Oliver as head of client solutions for Australia ahead of opening a Sydney office, signaling the New York-based fintech's push into the local market. Oliver will be responsible for building ...

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...

ETF Shares to bolster sales team

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... distribution hires planned over the next eight weeks. Man said the appointments include a head of New South Wales and two adviser engagement specialists, all currently serving non-compete periods and gardening leave with previous employers. "There are ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... and family offices with opportunities, as a director of client portfolios. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minnett.

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... trajectory. "This exciting employment acquisition enables Capstone to focus on growth while continuing to enhance its adviser support services," O'Riley said. "... our adviser centric approach to partnering with practices as their licensee for the future ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... markets - that can provide both diversification and alpha to a client's portfolio." In November 2024, Fidante's inaugural Adviser Markets Survey found advisers were most concerned about high equity valuations and inflation, but those fears have been ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
Syfe, which recently acquired Selfwealth, has raised more than $80 million to fund its Australian expansion which will focus on the mass affluent market. Syfe has raised $81.5 million (US$53m) in support of its Australian strategy, the bulk of which ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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