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Showing 781 - 790 of 13314 results for "adviser"

BlackRock takes stake in Generation Life parent company

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
BlackRock will acquire a minority stake in Generation Development Group (ASX: GDG), forming a strategic partnership with its retirement income subsidiary Generation Life to "set a new standard for managing longevity and sequencing risk." Joint working ...

FAAA calls for stronger consumer protections in advice reforms

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... consider the member's individual circumstances, and that they should seek personal financial advice from a professional adviser before acting. Further clarity is also required on what recourse members will have, if they suffer a loss because of acting ...

Alternative real estate investment manager launches new fund

ANDREW MCKEAN  |  WEDNESDAY, 7 MAY 2025
... team on the ground to achieve this. Accordingly, Zagga announced the appointment of Roushana Sjahsam as a senior board adviser for ASEAN to drive its regional expansion following the launch of the new fund. Sjahsam has over three decades of experience ...

Sequoia appoints licensee, adviser services lead

ELIZA BAVIN  |  WEDNESDAY, 7 MAY 2025
Sequoia Financial Group has appointed Daryl Stout as head of licensee and adviser services, set to join the leadership team later this month. Stout will report directly to chief executive Garry Crole and will be responsible for growth, operational excellence ...

First Sentier Investors names chief financial officer

ELIZA BAVIN  |  TUESDAY, 6 MAY 2025
First Sentier Investors has announced the appointment of Ashley Conn as chief financial and strategy officer, effective late May. Conn will be based in Sydney and brings 25 years' experience of finance and investment banking to the role. Conn joins ...

ETF Shares introduces three ETFs on Cboe

KARREN VERGARA  |  MONDAY, 5 MAY 2025
... presence in the market will lower fees and increase competition from day one." Tuckwell said that ETF Shares will target the adviser market, the primary driver of ETF flows in Australia. "We understand the local advice landscape, including the regulatory ...

Labor wins: What super, advice industries want

ELIZA BAVIN  |  MONDAY, 5 MAY 2025
... five priority actions for the next government, including fixing the Compensation Scheme of Last Resort (CSLR), providing adviser access to the ATO portal, delivering effective DBFO reforms and implement a standardised fee consent form, instigating a ...

Finchley & Kent adopts Padua Solutions tech suite

JAMIE WILLIAMSON  |  MONDAY, 5 MAY 2025
... on easing platform consolidation, selling investments, or buying/selling a book. The partnership is aimed at increasing adviser efficiency and assisting with practice growth. "This partnership signifies an exciting step forward in supporting advisers ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... Stanley notes that Insignia's market share is falling. "Wealth market is undergoing significant change with declining adviser numbers and incumbent platforms losing market share to specialist platforms," it said. Challenger, meanwhile, stands out ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... Rainmaker Information. During the three months, 228 advisers joined the industry, according to the latest Rainmaker Financial Adviser report. During the year to March, 1274 financial advisers registered with a new AFSL. The five AFSLs that attracted ...