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Showing 731 - 740 of 13221 results for "adviser"

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Blue Owl Capital, one of Wall Street's largest alternative asset managers, continues to add to the local headcount. Not quite nine months after PIMCO's John Valtwies joined Blue Owl as a principal, Larry Francis has come on board from Bentham ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. The targeted audience in the research were segregated into three categories: Newcomers - who have received ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... in March. The corporate regulator said it had "reasonable grounds" to believe the AFS licensees authorised a financial adviser, who gave personal advice to a retail client in relation to "relevant financial products" without being registered. ASIC said ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...

Which fund managers are making the most from investor fees?

ANDREW MCKEAN  |  TUESDAY, 8 APR 2025
Data analysis reveals the Australian fund managers that generated the most fees last year. The rankings were derived from an analysis of Morningstar's database of fund managers, with annual fee revenue determined by a fund's size multiplied by the Total ...

Adviser exam pass rate declines

MATTHEW WAI  |  MONDAY, 7 APR 2025
ASIC has released the results of the 28 th Financial Adviser Exam, held on March 6. Of the 241 candidates to sit the exam, 177 passed, representing 73.4% of the cohort. Of those 241 candidates, 175 (72.6%) sat the exam for the first time. The pass rate ...

Aussies need help to navigate the great wealth transfer: Fidelity

MATTHEW WAI  |  FRIDAY, 4 APR 2025
... said. Although most said they would seek help from family members, close to two in five said they would consider using an adviser. Fidelity International head of wholesale, Australia Lauren Jackson said despite the growing appetite for advisers, Jackson ...

Cybercriminals attack major super funds

ANDREW MCKEAN  |  FRIDAY, 4 APR 2025
Cybercriminals attempted to breach the systems of several superannuation funds over the weekend, although most attacks were repelled, thousands have been affected. Rest said fewer than 1% of its members have been affected by unauthorised activity on ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...