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Showing 761 - 770 of 13229 results for "Adviser"

FAAA expands policy team

ELIZABETH FRY  |  THURSDAY, 27 MAR 2025
The peak body for financial advisers has hired a policy and advocacy manager. Financial Advice Association Australia has appointed David Barrett to the newly created role, effective 24 March 2025. Based in Sydney, Barrett reports to the general manager ...

Infocus adds to leadership team

JAMIE WILLIAMSON  |  THURSDAY, 27 MAR 2025
... sector, offering Member, Partner and Enterprise partnership models. "What really draws me to Infocus, though, is the strong, adviser-first community. It's the power of being part of something bigger, where everyone is invested in each other's ...

Impact investors need instos, governments to scale: Experts

KARREN VERGARA  |  WEDNESDAY, 26 MAR 2025
While it has gained momentum in the last 15 years, impact investing still requires major backing from institutional investors and governments for it to scale and become a formidable force, the first day of the Impact Investment Summit Asia Pacific heard ...

AZ NGA practices merge on road to 'super firm'

MATTHEW WAI  |  WEDNESDAY, 26 MAR 2025
Eureka Whittaker Macnaught (EWM) and Foster Raffan iPlan have merged to form a large, multi-disciplinary firm serving around 2500 clients. The merged firm is home to 44 employees, including 20 financial advisers, and operates in six locations across ...

DBFO reforms package 'pretty disappointing': FAAA

ANDREW MCKEAN  |  TUESDAY, 25 MAR 2025
... added, is who'll be permitted to provide this type of advice - whether it'll fall to the proposed "new class" of adviser, or only professional financial advisers, many of whom are "already working successfully" in super funds. The FAAA has consistently ...

What to expect in the 2025 Federal Budget

ELIZA BAVIN  |  TUESDAY, 25 MAR 2025
... we have been managing the Budget very responsibly to here and we will manage the Budget very responsibly from here." An adviser poll conducted by Viridian Advisory revealed that the cost-of-living crisis, the current housing shortage, and aged care policies ...

My Dealer Services partners to enhance adviser education

MATTHEW WAI  |  TUESDAY, 25 MAR 2025
... the more than 400 financial advisers within its network. The educational partnership provides My Dealer Services (MDS) adviser members with the "most up to date" technical reference and guides across superannuation, tax, self-managed super funds, aged ...

Tranche 2 of DBFO dumps SOAs, enables 'nudges'

JAMIE WILLIAMSON  |  FRIDAY, 21 MAR 2025
... open for consultation until May 2. Further reforms related to the Best Interests Duty and the creation of a new class of adviser are still being worked on by Treasury. "This is about cutting red tape that adds to cost without providing a benefit to consumers. ...

SQM places private credit sector on watch

MATTHEW WAI  |  FRIDAY, 21 MAR 2025
SQM Research has placed the private credit sector on watch, saying it is increasingly encountering red flags when rating offerings. The research house has been covering private credit since 2007. SQM currently rates on some 70 private credit funds across ...

BlackRock rebalance sparks record-high ETF trades on ASX

KARREN VERGARA  |  THURSDAY, 20 MAR 2025
The ASX recorded its biggest-ever ETF market turnover in a day earlier this month, hitting a whopping $2 billion on March 6, largely thanks to BlackRock reducing its equities exposure and shoring up defensive assets within its model portfolios. The ...