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Showing 651 - 660 of 9980 results for "advisers"

Fitzpatricks advice GM resigns

KARREN VERGARA  |  TUESDAY, 29 JUL 2025
... decision-making, greater agility and responsiveness to industry change. Fabig said: "I'm passionate about supporting advisers to achieve their business objectives using regular oversight and structured accountability frameworks, and I look forward to ...

FSC explores if adviser licensing framework remains 'fit for purpose'

MATTHEW WAI  |  MONDAY, 28 JUL 2025
... future of advice licensing including changing the compositions of AFSLs, balancing accountability between licensees and advisers, and much more. The FSC is currently seeking consultation for the paper and the feedback collected will form the basis of ...

MLC AM reduces MultiSeries management fees

KARREN VERGARA  |  MONDAY, 28 JUL 2025
... areas where the fund manager believes active management adds the most value, such as private assets and property. "As advisers continue to seek streamlined investment solutions and simplicity in their back office, MLC MultiSeries offers access to a broad ...

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

Ascalon snags Evidentia executive

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
... following a four-year stint at Zenith Investment Partners as a senior investment consultant, where he advised financial advisers and institutions on portfolio construction, fund selection and investment governance. He also spent more than a decade at ...

Picture Wealth named fastest-growing planner: report

MICHELLE BALTAZAR  |  THURSDAY, 24 JUL 2025
... start-up is enjoying a rapid growth phase. Picture Wealth Advisory leads the top 10 AFSLs with the highest number of new advisers in the year to June, based on a new financial adviser report released by Rainmaker Information this week. The report found ...

FAAA fights to reignite Dixon inquiry

MATTHEW WAI  |  THURSDAY, 24 JUL 2025
... Although CSLR aims to compensate victims who are primarily affected by malpractice, it is completed at the expense of advisers who were not involved in the misconduct. "At the moment, the scheme's designed on the basis of there being a $20 million ...

One third of advisers use 'Big 3' platforms: Rainmaker

KARREN VERGARA  |  THURSDAY, 24 JUL 2025
FirstChoice, BT Panorama and Insignia Financial's Expand are the most widely used platforms among financial advisers, according to Rainmaker Information, which shows that one third of the industry rely on the 'Big 3'. Colonial First States ...

Praemium reports FUA increase to $64.3bn

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... technology offering." Powerwrap experienced the highest new outflows for the quarter of $700 million due to transitioning advisers. "The rate of outflow from transitioning advisers slowed materially in the second half of FY25, albeit one large client ...

Insignia accepts CC Capital bid

ELIZA BAVIN  |  TUESDAY, 22 JUL 2025
... new innovative retirement income solution, MLC Retirement Boost, which will be available on our MLC Expand platform for advisers to use with their clients from August."