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Showing 751 - 760 of 13232 results for "adviser"

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 ...

Zurich Australia appoints investment chief

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
... overseeing three portfolios worth $12 billion. He previously worked as a consultant at AMP Capital Investors and a derivatives adviser at MF Global. Chen will report to Zurich Australia and New Zealand chief executive Justin Delaney, and APAC regional ...

Genium adds two staffers

ELIZABETH FRY  |  THURSDAY, 3 APR 2025
The boutique investment consulting and research house has made two new hires to support the continued growth of its ratings business. Simon Scott joins Genium Investment Partners as a research analyst and will help expand research ratings coverage across ...

Russell Investments, Reach Alts team up to expand private market access

ANDREW MCKEAN  |  WEDNESDAY, 2 APR 2025
Russell Investments has partnered with private markets platform Reach Alts to broaden advisers' access to private market opportunities in Australia. Reach Alts will draw on Russell's institutional investment management expertise and research capabilities ...

Court approves Caddick SMSF class action settlement

KARREN VERGARA  |  WEDNESDAY, 2 APR 2025
... "fair and reasonable outcome" and an "exceptional" one given the context of the Ponzi scheme that fraudulent financial adviser Caddick ran. Combining the class action amount and receivership compensation, Chapman said victims have been able to recoup ...

CSLR costs driven by poor advice: AFCA

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... claims." Singh said one in five of the complaints AFCA received in 2024 in investments and advice alleged failure by the adviser to act in their client's best interest or to provide appropriate advice. "We have observed troubling behaviour where some ...

Otivo launches AI-powered advice tool

ELIZA BAVIN  |  TUESDAY, 1 APR 2025
... provide personalised, regulated, and compliant financial advice. The platform itself will act as the licensed financial adviser and can provide real-time advice, based on the users' personal financial information that they have input into the system. ...

Adamantem Capital completes Mason Stevens acquisition

MATTHEW WAI  |  TUESDAY, 1 APR 2025
Adamantem Capital has completed its acquisition of Mason Stevens, with the deal to deliver significant value and benefits for the acquired firm. Mason Stevens will benefit from the deal by increasing investment in its integrated wealth platform and ...

Queensland adviser banned for five years

MATTHEW WAI  |  MONDAY, 31 MAR 2025
A Queensland financial adviser has been banned by ASIC for failing to act in the best interests of his clients and failing to prioritise their interests. Grant Thomson is banned from providing financial services, controlling an entity that carries on ...

AMP introduces geared retirement options

MATTHEW WAI  |  MONDAY, 31 MAR 2025
AMP's North has worked with Betashares to introduce Australia's "first targeted geared retirement series." Unveiled today, the Betashares Moderately Geared Managed Account Portfolios, now added to North, are designed to increase exposure to defensive ...