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Showing 761 - 770 of 13314 results for "adviser"

Scrutiny, costs major hurdles to boosting IPOs

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Increased scrutiny and costs are just some of the challenges facing listed companies and forcing private companies to stay private for longer. According to Australasian Investor Relations Association chief executive Ian Matheson, there are four main ...

Wealth management has never looked better: Knox

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Appearing at the Stockbrokers and Investment Advisers Association's (SIAA) conference this week, Otivo chair Ian Knox discussed the shifting nature of Australia's wealth management industry, saying he's never seen it look so good - but it ...

Alternatives spark 'real' opportunities for HNW advisers

MATTHEW WAI  |  TUESDAY, 20 MAY 2025
There are an increasing number of high-net-worth (HNW) investors using alternative assets to diversify, protect against inflation and lessen returns related to the public markets, with Praemium saying advisers should look to capitalise from this trend. ...

Zenith to farewell co-founder, managing director

JAMIE WILLIAMSON  |  TUESDAY, 20 MAY 2025
Zenith co-founder David Wright and managing director Jason Huddy will leave the firm, saying their ambitions for the business no longer match those of owner FE fundinfo. The research house confirmed Huddy will exit the firm in July, shortly before Wright ...

Size of super impacting capital markets

ELIZA BAVIN  |  TUESDAY, 20 MAY 2025
Speaking at the Stockbrokers and Investment Advisers Association's (SIAA) 2025 conference, experts said the size of the superannuation sector is impacting smaller companies' ambitions to grow. AUSIEX chief executive Patrick Salis said the concentration ...

Former Sydney adviser sentenced to three years

MATTHEW WAI  |  MONDAY, 19 MAY 2025
Former financial adviser David Mario Valvo, who doubled as a comedian, was sentenced to three years imprisonment. Valvo's sentence was handed down in Downing Centre District Court in February, but was suspended upon several conditions including that ...

Tariffs were never the answer: Experts

JAMIE WILLIAMSON  |  MONDAY, 19 MAY 2025
The tariffs doled out - and then largely wound back or paused by - the Trump administration are unlikely to help the US realise its economic priorities, an industry conference has heard. Opening the Stockbrokers and Investment Advisers Association's ...

Former adviser accused of theft loses lengthy extradition fight

JAMIE WILLIAMSON  |  FRIDAY, 16 MAY 2025
A former financial adviser now residing in New Zealand lost a bid to stop her from being extradited to Australia to face 136 charges related to the alleged theft of clients' retirement savings. Marion Joan Pearson, formerly based in Perth, is accused ...

Bangarra Group awards real estate mandate

KARREN VERGARA  |  FRIDAY, 16 MAY 2025
... the UK, of which one third will be dedicated to affordable housing. London-based Fairway Capital has won the investment adviser and manager mandate to redevelop Crown Golf, Bangarra Group's real estate portfolio comprising eight major golf courses. ...

Patience urged over 'shortsighted' super tax

ELIZA BAVIN  |  FRIDAY, 16 MAY 2025
... sector and threatens to disrupt the delicate balance of our economic ecosystem." Wilson Advisory senior private wealth adviser Paul Aliprandi said despite concerns, patience is key. "We advise clients to remain patient until the Bill is reintroduced ...