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Showing 691 - 700 of 9807 results for "advisers"

Warakirri hires regional manager

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... advice market, will help build on our relationships with our key client groups. "His experience working with sophisticated advisers demanding differentiated, quality solutions will help deliver on our ambition to provide unique investment solutions," ...

VanEck beefs up Sydney office

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
... low fees and ease of accessibility on exchange is driving this momentum, making ETFs the go-to option for investors and advisers. The VanEck chief said progress in systematic investing and the integration of artificial intelligence will redefine the ...

JANA revamps research team

ELIZABETH FRY  |  THURSDAY, 6 FEB 2025
JANA Investment Advisers has taken steps to strengthen its research team through a series of new hires and promotions in response to strong business growth. Matthew Gadsden, who previously served as the head of global equities research, has been appointed ...

FAAA 'frustrated' as Dixon inquiry delayed

ELIZA BAVIN  |  THURSDAY, 6 FEB 2025
... make commitments before the election." On January 31 the CSLR released its FY26 levy estimates which revealed financial advisers would likely have to fork out $70 million to fund the scheme, breaching the $20 million sub-sector cap. The CSLR put blame ...

FSCP orders adviser to undertake further education

KARREN VERGARA  |  WEDNESDAY, 5 FEB 2025
... obligations and the course must be approved by ASIC before it is undertaken. Last December, the FSCP reprimanded two financial advisers who failed to provide a thorough assessment of their clients' tax liabilities. The first financial adviser was ...

CSLR review will scrutinise effect on businesses

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... to who will fund the balance of $50 million, the relevant minister at the time will make a determination. If financial advisers end up footing the bill, CPA Australia's spokesperson on financial advice Richard Webb said financial advisers could see ...

Syfe bids for SelfWealth, ups BFG's offer

KARREN VERGARA  |  MONDAY, 3 FEB 2025
... raised the stakes to 25 cents per share and edged AxiCorp out of the race. With the assistance of financial and legal advisers, SelfWealth said Svava's proposal "while indicative and non-binding, could be considered to become a superior proposal." ...

Resolution Life completes NZ$410m life business transaction

MATTHEW WAI  |  MONDAY, 3 FEB 2025
... scale, capabilities and broader reach in the local market. "We look forward to welcoming our new colleagues, customers and advisers, and remain committed to ensuring a smooth integration process that prioritises a good experience."

Jones instigates CSLR review, levy hits $70m

KARREN VERGARA  |  FRIDAY, 31 JAN 2025
As new estimates show that financial advisers will have to fork out $70 million to fund the Compensation Scheme of Last Resort (CSLR) for the next financial year - breaching the $20 million cap - Treasury is now calling for a review of the controversial ...

Coast Advice teams up with New York private investment firm

ANDREW MCKEAN  |  FRIDAY, 31 JAN 2025
... provides growth capital, management resources, and strategic advice. The Australian financial services firm, which has 15 advisers and 2500 clients nationwide, has partnered with Merchant Wealth Partners to support its growth. In a statement, Coastal ...