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Showing 731 - 740 of 13307 results for "adviser"

Australia's largest buyout firm hires from State Street GA

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... Equity Partners has appointed Alexander Brown as a director to spearhead the firm's expansion into retail financial adviser and direct investor markets. Brown brings 15 years of experience across financial markets, asset management and investment ...

Remara adds private wealth lead

ELIZABETH FRY  |  THURSDAY, 5 JUN 2025
... and family offices with opportunities, as a director of client portfolios. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minnett.

Capstone appoints former licensee head to new role

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... trajectory. "This exciting employment acquisition enables Capstone to focus on growth while continuing to enhance its adviser support services," O'Riley said. "... our adviser centric approach to partnering with practices as their licensee for the future ...

Alternatives high on the radar to escape Trump's tariffs: Fidante

MATTHEW WAI  |  THURSDAY, 5 JUN 2025
... markets - that can provide both diversification and alpha to a client's portfolio." In November 2024, Fidante's inaugural Adviser Markets Survey found advisers were most concerned about high equity valuations and inflation, but those fears have been ...

Syfe plots major Australian expansion

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
Syfe, which recently acquired Selfwealth, has raised more than $80 million to fund its Australian expansion which will focus on the mass affluent market. Syfe has raised $81.5 million (US$53m) in support of its Australian strategy, the bulk of which ...

Aged care reforms pushed to November

JAMIE WILLIAMSON  |  THURSDAY, 5 JUN 2025
The government is delaying the implementation of the new Aged Care Act until November 1 following widespread concerns that stakeholders weren't given enough time to prepare. The new legislation was due to commence from 1 July 2025. Now, it will be effective ...

LGT Crestone, AUSIEX acquisitions finalised

KARREN VERGARA  |  TUESDAY, 3 JUN 2025
AUSIEX has finalised its acquisition of FIIG Holdings, while LGT Crestone's takeover of Commonwealth Bank of Australia's (CBA) private wealth business has completed. AUSIEX, which is a subsidiary of Nomura Research Institute (NRI), has now expanded ...

Retirement confidence highest since 2020: SSGA

MATTHEW WAI  |  TUESDAY, 3 JUN 2025
... than 10% have sought advice in the past six months, SSGA found. Of those that did, 68% sought advice from an independent adviser and 37% from their superannuation fund. Interestingly, 40% refused to seek advice as they were confident in their own abilities ...

Awareness of options could boost advice access: CFS

MATTHEW WAI  |  MONDAY, 2 JUN 2025
... on, while 34% cited saving for retirement and 31% said planning for retirement. Further, as for why they're not using an adviser, 36% said they can't afford it. CFS said "this presents a major opportunity for super funds and advisers to raise awareness ...

Ironbark acquires family office firm

ELIZA BAVIN  |  FRIDAY, 30 MAY 2025
... clients and people of Mercury but their expertise and insights as we continue to build our business." Mercury principal adviser and founder Tim Eustace said the business had been looking for a partner that would be the right fit. "Our focus has always ...