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Showing 681 - 690 of 13231 results for "Adviser"

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Zenith co-founder David Wright and managing director Jason Huddy will leave the firm, saying their ambitions for the business no longer match those of owner FE fundinfo. The research house confirmed Huddy will exit the firm in July, shortly before Wright ...

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
Speaking at the Stockbrokers and Investment Advisers Association's (SIAA) 2025 conference, experts said the size of the superannuation sector is impacting smaller companies' ambitions to grow. AUSIEX chief executive Patrick Salis said the concentration ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
Former financial adviser David Mario Valvo, who doubled as a comedian, was sentenced to three years imprisonment. Valvo's sentence was handed down in Downing Centre District Court in February, but was suspended upon several conditions including that ...

Tariffs were never the answer: Experts

JAMIE WILLIAMSON  |  MONDAY, 19 MAY 2025
The tariffs doled out - and then largely wound back or paused by - the Trump administration are unlikely to help the US realise its economic priorities, an industry conference has heard. Opening the Stockbrokers and Investment Advisers Association's ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
A former financial adviser now residing in New Zealand lost a bid to stop her from being extradited to Australia to face 136 charges related to the alleged theft of clients' retirement savings. Marion Joan Pearson, formerly based in Perth, is accused ...

Bangarra Group awards real estate mandate

KARREN VERGARA  |  FRIDAY, 16 MAY 2025
... the UK, of which one third will be dedicated to affordable housing. London-based Fairway Capital has won the investment adviser and manager mandate to redevelop Crown Golf, Bangarra Group's real estate portfolio comprising eight major golf courses. ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser Paul Aliprandi said despite concerns, patience is key. "We advise clients to remain patient until the Bill is reintroduced ...

Bennelong partners with Allspring for fund launch

ELIZA BAVIN  |  THURSDAY, 15 MAY 2025
Bennelong Funds Management has partnered with Allspring Global Investments to distribute its global income strategy across Australia and New Zealand. Bennelong expects to launch the Allspring Global Income Fund as a unit trust in June this year, offering ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
Australia's top advice associations are eagerly anticipating meaningful and swift changes to take place under new financial services minister Daniel Mulino, optimistic that critical reforms in the Compensation Scheme of Last Resort (CSLR) and Delivering ...

NAB MySuper class action settlement approved

JAMIE WILLIAMSON  |  WEDNESDAY, 14 MAY 2025
The Federal Court approved the $65 million settlement that was reached in December. At the end of 2024, MLC Super Fund, NULIS Nominees and MLC Nominees agreed to settle the class action that was brought against it for deferring the transition of members ...