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Showing 721 - 730 of 13221 results for "adviser"

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 ...

Collectables market reaches $17bn: Report

KARREN VERGARA  |  MONDAY, 14 APR 2025
... invested in collectables and personal use assets, accounting for only 0.07% of the total $981 billion sector. Specialist SMSF adviser at Sonas Wealth Liam Shorte said collectables are for those who are "total experts in those areas." "The people who ...

First Sentier to enter Australian ETF market

ANDREW MCKEAN  |  MONDAY, 14 APR 2025
First Sentier Investors is expecting to list its first exchange-traded fund (ETF) on the ASX in mid-May. The listing of the First Sentier Geared Australian Share Fund Complex ETF (ASX: LEVR) will provide advisers and investors with listed access to ...

Apex awarded $2.3bn fund admin mandate

MATTHEW WAI  |  MONDAY, 14 APR 2025
... administer Diversa Trustees $7 billion master trust business at the start of the month. Under the agreement, Mutual Limited's adviser network will benefit from Apex's streamlined portal for "greater visibility, faster transaction processing and improved ...

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... underlying net profit increased almost 19%, George said, adding that it signed nearly 100 new distribution agreements with adviser groups during the year and secured around 140 net new advisers with funds over $1 million on North platform. "In super ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... of a recession but remain steadfast in how it will position members' savings for the long term. Speaking at a financial adviser roadshow in Sydney, ART chief economist Brian Parker discussed the many risks he and the investment team are fielding in the ...

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
The US Senate has voted 52 to 44 for the appointment of the next chair of the Securities and Exchange Commission (SEC). Meanwhile, the UK's Financial Conduct Authority (FCA) has reappointed its chief executive. Patomak Global Partners chief executive ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
WTW, the pension consultant, has hired a new head of portfolio design lead and made a series of local promotions following annual performance reviews. Sasha Loutcheva joins from Russell Investments, where she spent three years as a senior asset allocation ...

American Century appoints local sales VP

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
American Century Investments has appointed a former director from Dimensional Funds Advisers to run sales in Australia. Tom Fellowes has taken on the role of vice president of Australia sales. Based in Sydney, he will report to American Century's ...