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Showing 721 - 730 of 13229 results for "Adviser"

Longreach poaches CFS wealth director

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Longreach Alternatives has hired Katerina Skulskaya, a former director at Colonial First State Investments, to strengthen its fundraising efforts. Based in Brisbane, Skulskaya will cover private wealth and family office clients for Longreach Capital ...

Mercer promotes wealth management lead

ELIZABETH FRY  |  THURSDAY, 17 APR 2025
Mercer Pacific has promoted Luke Fitzgerald, its head of wealth management, to partner. In the announcement, Mercer emphasised Fitzgerald's significant role over the past 15 years in expanding the firm's wealth management client base and supporting ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... most people being locked out from receiving advice they desperately need. She highlighted that the drastic decline in adviser numbers has also impacted Australians who need financial advice. "That is going to be a fundamental issue that we have to address. ...

AMP super and investments business see more outflows

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... feature, functionality and support for North to help advisers better service their clients. George said, as a result, adviser numbers have grown. "We continue to deliver on our vision, to be the place where people come to plan for the next phase of their ...

Challenger posts mixed Q3 FY25 result

MATTHEW WAI  |  THURSDAY, 17 APR 2025
Challenger saw strong growth in annuity sales but its assets and funds under management fell in the third quarter of FY25. Challenger's funds under management were $115.2 billion, a $5.9 billion drop, mainly due to negative market movements, but also ...

Centrepoint Alliance to acquire Brighter Super's advice book

ANDREW MCKEAN  |  WEDNESDAY, 16 APR 2025
Centrepoint Alliance has entered into an agreement to acquire the comprehensive advice book from ESI Financial Services, a wholly owned entity of Brighter Super. The transaction will see up to 400 clients, generating $1 million in annual revenue, transition ...

IAM to bring managed account with syndicated loan access to market

MATTHEW WAI  |  WEDNESDAY, 16 APR 2025
The ASX-listed manager's new managed account provides access to the institutional corporate syndicated loan market, offering an "attractive alternative" to traditional private credit funds. The new Income Asset Management (IAM) offering provides private ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... Royal Commission, at its peak, there was about 26,500. The Coalition said setting a target acknowledges the collapse in adviser numbers and replacement rate over the last decade. Taylor said in times of economic uncertainty Australians need access to ...

Aussies prefer advisers, analyst notes over social media

KARREN VERGARA  |  TUESDAY, 15 APR 2025
Australians shun social media and turn to market research and financial advisers for investment information and education, a new survey from HSBC Australia reveals. The annual Investor Insights Survey, which canvassed more than 1000 investors aged 18 ...

HUB24 sees record quarterly inflows of $4.9bn

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
HUB24 saw record platform inflows in Q3 of $4.9 billion, thanks to the large migration of $1.3 billion from Clearview WealthFoundations to HUB24 Super. Total funds under administration (FUA) reached $124.1 billion, up 24% on the prior corresponding ...