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Showing 671 - 680 of 13232 results for "adviser"

Escala poised to overhaul strategy

ELIZABETH FRY  |  THURSDAY, 22 MAY 2025
... Escala's founders two years ago. Perry brings more than 25 years of financial services experience, having progressed from adviser roles to running wealth management divisions at Solomon Smith Barney and UBS. McNaughton joined from UBS Asset Management ...

Mason Stevens welcomes chief strategy officer

JAMIE WILLIAMSON  |  THURSDAY, 22 MAY 2025
Morgan Stanley's former family office head is now leading strategy for Mason Stevens, as it looks to push into the ultra-high-net-worth space. Peter Mermelas has been appointed chief strategy officer at Mason Stevens. He's tasked with identifying and ...

DASH partners with S64

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
DASH Technology Group (DASH) and S64 have announced a strategic partnership designed to enhance access to private market investments for financial advice firms and their clients. Through the partnership, Australian advisers will have access to private ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... solving the advice dilemma. "The massive task of building an impactful, thriving advice profession, including replenishing adviser numbers, isn't only the job of politicians and policy makers," he said. "It requires a multi-faceted approach and greater ...

MLC Expand reduces fees

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
The wrap platform has reduced fees for around 65% of all platform clients across Expand Essential and Expand Extra from June 1. The change will see the account keeping fee for Expand Essential drop from $90 to $78 per annum, while the administration ...

Bell Asset Management names head of retail sales

MATTHEW WAI  |  WEDNESDAY, 21 MAY 2025
... across AUSIEX, Commonwealth Bank, Colonial First State and Asgard, bringing deep expertise in retail distribution and adviser engagement. Bell AM chief executive Michael Lovett described Stewart as a "highly respected figure" in the industry and said ...

Managed funds should be 'prepared to take less'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
Two experts have said managed funds would be a more popular investment if they "took a little less for themselves". Speaking at the Stockbrokers and Investment Advisers Association's (SIAA) 2025 conference, experts working across listed investment ...

Stockbroking faces 'perception problem'

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
... "stockbroker" will elicit photos of men on Wall Street and images of Leonardo DiCaprio in The Wolf of Wall Street, while the term "adviser" is met with friendly conversations between a professional and their client with more female representation. As ...

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Increased scrutiny and costs are just some of the challenges facing listed companies and forcing private companies to stay private for longer. According to Australasian Investor Relations Association chief executive Ian Matheson, there are four main ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Appearing at the Stockbrokers and Investment Advisers Association's (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it ...