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Showing 671 - 680 of 13307 results for "adviser"

Bennelong launches Allspring Global Income Fund

MATTHEW WAI  |  MONDAY, 21 JUL 2025
Bennelong Funds Management has launched the Allspring Global Income Fund in the Australian market as flagged in May. Bennelong recently partnered with Allspring Global Investments to distribute its global income strategy across Australia and New Zealand. ...

North inflows jump 60%

KARREN VERGARA  |  MONDAY, 21 JUL 2025
AMP's North platform saw net inflows jump 60% in the last financial year, with $1.7 billion of client money reported in the June quarter. Total assets under management (AUM) for the platforms business, which includes Asgard platform products issued ...

Elston expands institutional reach

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... including sovereign wealth funds, pension funds, insurance groups, official institutions and family offices. Elston head of adviser services Mark Smith said the timing of the appointment reflects the momentum behind the business. "We've grown a lot ...

AMP appoints sales lead for North

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
AMP has appointed a new head of national sales for North in a bid to strengthen the team and expand support for advisers across the country. Harry Georges has stepped into the role, bringing over 20 years of experience across advice, insurance, and ...

Ascalon snaps up consulting talent

ELIZABETH FRY  |  THURSDAY, 17 JUL 2025
... associate. At Ascalon, Boyle will lead innovation in portfolio design and investment governance, bringing a pragmatic, adviser-led perspective to scalable, outcomes-focused investment frameworks. Boyle brings 20 years' experience in global markets ...

Adviser exodus puts retirement savings at risk: CPA

KARREN VERGARA  |  THURSDAY, 17 JUL 2025
... Australians' retirement money at risk, possibly leading them to invest in higher-risk schemes. According to the Financial Adviser Register, there are only 15,300 advisers left in the sector, which has nearly halved from 26,500 in 2019. CPA Australia ...

ASIC fines advice groups over unregistered advisers

JAMIE WILLIAMSON  |  THURSDAY, 17 JUL 2025
... Skye Money and Smart Financial Capital have both paid fines of $31,300 to ASIC for authorising an unregistered financial adviser to provide personal advice to clients. ASIC said that it acted as it had reasonable grounds to believe both groups had authorised ...

Australian Ethical promotes pair to accelerate growth

MATTHEW WAI  |  WEDNESDAY, 16 JUL 2025
The ethical investment manager has promoted two executives to steer growth across its superannuation and investment management businesses. Maria Loyez has become the group executive of superannuation, while chief investment officer Ludovic Theau will ...

Missing personal information can boost retirement income: Vanguard

KARREN VERGARA  |  WEDNESDAY, 16 JUL 2025
... planning expertise." Superannuation funds can play a key role for members who cannot or do not want to engage a financial adviser, the study suggests, but they are limited in their ability to access and use personal information at scale. While super ...

TAL, Challenger help launch MLC Retirement Boost

KARREN VERGARA  |  TUESDAY, 15 JUL 2025
MLC has partnered with TAL and Challenger to develop a retirement income solution - MLC Retirement Boost. MLC Retirement Boost operates like a standard superannuation account that allows customers to boost their income during retirement due to the concessional ...