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Showing 791 - 800 of 13231 results for "adviser"

Three in five women lack retirement confidence

ELIZA BAVIN  |  MONDAY, 10 MAR 2025
... advice is so valuable. There are now more affordable advice options available; women can sit down with a professional adviser or use a digital advice tool to plan their retirement and ultimately receive the advice that empowers them." Additionally, the ...

ASIC bans adviser jailed for supplying drugs

MATTHEW WAI  |  FRIDAY, 7 MAR 2025
ASIC has banned Northern Territory financial adviser Harris Shortland for seven years, following his conviction for supplying dangerous drugs. In December 2021, Shortland was convicted on drug offences after having been arrested in July 2018 for importing ...

JBWere nabs duo from Perpetual

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
The private wealth firm has snapped up two staffers from Perpetual - a senior wealth adviser and director of philanthropic services. Before joining JBWere, David Hurley was an associate Partner at Perpetual for more than seven years, providing investment ...

PIMCO names wealth management lead

ELIZABETH FRY  |  THURSDAY, 6 MAR 2025
PIMCO has appointed a new head of wealth management for its Australian business, promoting from within. David Orazio replaces Brendon Rodda, who has since left PIMCO for a distribution role at Allianz Retire+. Before joining PIMCO in 2015, he was the ...

abrdn embraces letter 'E' again

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
... are... As I think about the group, we've got two businesses playing into the UK wealth market, Interactive Investor and Adviser, and abrdn Investments which is playing into the global asset management market," Windsor said. In terms of the group's ...

Former AMP licensees rebranded as Akumin

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAR 2025
Entireti has unveiled the go-forward name of its NewCo subsidiary, home to all the financial advice brands previously owned by AMP. The business will now be known as Akumin, "inspired by the professional judgement, discernment and acumen of the experienced ...

Praemium names interim CFO

KARREN VERGARA  |  WEDNESDAY, 5 MAR 2025
... Spectrum for high-net-worth (HNW) clients, repriced its core separately managed accounts (SMA), rebounded from the impact of adviser exits, restructured operations offshore and returned earnings to shareholders. The latest Investment Trends Platform ...

Insurance through superannuation stages a comeback

ANDREW MCKEAN  |  TUESDAY, 4 MAR 2025
... 1.51 million in 2023 - likely collateral damage from regulatory changes to the provision of financial advice, a shrinking adviser pool, and increased premiums. However, in the year to June 2024, the number of members with insurance cover through superannuation ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... the practice, propensity to purchase additional services and somewhat the level of interest they would provide to the adviser. Now the fees clients pay is far more important than it has been historically," Centurion said. Multiples for a transaction ...

SMA Reporting Standard launches

KARREN VERGARA  |  FRIDAY, 28 FEB 2025
... complexities and confusion over fee structures in the separately managed accounts (SMAs) sector. SMARS is spearheaded by the Adviser Ratings Group and operates as a separate entity, SMA Standard Pty Ltd. SMARS ultimately applies RG 97 Disclosing fees ...