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Showing 691 - 700 of 13316 results for "adviser"

Padua Solutions buys up data provider

MATTHEW WAI  |  TUESDAY, 15 JUL 2025
... funds (SMSFs). Following the acquisition, Padua Solutions will receive enhanced wealth insights to enable more effective adviser support and client engagement, improved market intelligence to enhance advisers' decision-making and competitive advantage ...

Betashares acquires InvestSense, launches Trellia Wealth Partners

KARREN VERGARA  |  MONDAY, 14 JUL 2025
... there will be no change to the management or service of existing client portfolios unless enhancements with demonstrable adviser or investor benefits are available or appropriate," he said. Betashares founder and chief executive Alex Vynokur said: "In ...

Ascalon continues to build its team

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Ascalon Capital has added two executives to its growing team as it expands its partnership-driven consulting and adviser-aligned investment solutions. Berit Deagan joins as head of business development and John Burton as head of business solutions. ...

QIC names four new principals

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
Queensland Investment Corporation has promoted three senior managers in its global infrastructure team. Grace Harnwell, Jason Rapley, and Mark Blencoe have been promoted to the role of principal, while Thierry Cojan has been appointed as senior principal. ...

Platinum executives depart amid merger talks

ELIZABETH FRY  |  THURSDAY, 10 JUL 2025
... first joined Platinum in 2003 as an investment analyst covering industrials, and quickly became a key communicator for adviser presentations. After five years, he left the asset manager, and did a short stint in Singapore, helping to build Standard Chartered's ...

Praemium scores mandate, sees FUA rise $6bn

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
... of the Scope+ total FUA by 19% and a 23% increase in Scope+ portfolios. Praemium said the partnership reflects growing adviser demand for high-quality, scalable administration services that enhance operational efficiency and support the delivery of sophisticated ...

Netwealth sees $15.8bn in net flows

ELIZA BAVIN  |  THURSDAY, 10 JUL 2025
Netwealth has reported a $24.8 billion increase in total funds under administration (FUA), including a record $15.8 billion in FUA net flows. Total FUA at 30 June 2025 was at $112.8 billion, and increase of $8.7 billion for the quarter, including $3.8 ...

Most traded stocks in the first half of the year revealed

MATTHEW WAI  |  THURSDAY, 10 JUL 2025
Retail and advised investors both invested heavily into mining and energy industries in the first half of the year, according to new research from AUSIEX. Despite strong growth in the Commonwealth Bank share price, it isn't the most sought-after stock ...

ASIC bans advisers for dodgy Shield Master Fund advice

KARREN VERGARA  |  WEDNESDAY, 9 JUL 2025
... the High Growth class or the Growth class of the Shield Master Fund. Between 31 October 2022 and 9 June 2023, he was an adviser at MWL Financial Services. He then jumped to CWS Finance, which is under Interprac Financial Planning, between July 2023 and ...

Licensee compliance head banned over fees for no service

MATTHEW WAI  |  WEDNESDAY, 9 JUL 2025
... former head of compliance at a now defunct advice licensee has been banned for three years over the way he dealt with an adviser's fees for no service misconduct. Former Crown Wealth Group director and head of compliance Andrew Moore has been banned ...