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Showing 801 - 810 of 13231 results for "Adviser"

GCQ enters ETF market, expands sales team

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
Doug Tynan's GCQ Funds Management joins a growing number of active managers to enter the exchange-traded fund sector. The Sydney-based firm's flagship fund will trade on the ASX as an active ETF providing investors with access to GCQ's concentrated ...

Boutique appoints distribution lead

ELIZABETH FRY  |  THURSDAY, 27 FEB 2025
... strength to strength.," Wilson said on being promoted to the new sales job. Wilson previously served as a private wealth adviser at Macquarie Group and Ord Minett.

Advisers grapple with AI, require support: Survey

KARREN VERGARA  |  THURSDAY, 27 FEB 2025
Nearly one third of financial advisers are currently using artificial intelligence (AI) in their practice at a basic level, but many more say they need education and guidance, a new Investment Trends study finds. Some 27% of advisers that are embracing ...

Court acts against two with links to Shield Master Fund

JAMIE WILLIAMSON  |  THURSDAY, 27 FEB 2025
... links to the collapsed fund, with the court also freezing certain assets until at least April 4. Merhi is a financial adviser based in Melbourne, licensed through Interprac Financial Planning. He is the director of Venture Egg Financial Services and ...

Praemium hunts for new chief financial officer

ELIZA BAVIN  |  TUESDAY, 25 FEB 2025
... greatly improved organic growth, repriced our core SMA to reflect top tier market position, rebounded from the impact of adviser exits, launched a market leading IDPS with Spectrum, restructured operations offshore and returned earnings to shareholders," ...

AZ NGA positions for growth with key appointment

JAMIE WILLIAMSON  |  MONDAY, 24 FEB 2025
Former Fitzpatricks Financial Group chief executive Jodie Blackledge is joining the leadership team of AZ Next Generation Advisory (AZ NGA). Blackledge has been appointed group chief financial officer at AZ NGA, reporting to group chief executive Paul ...

Cost-of-living continues to rock retirement confidence

MATTHEW WAI  |  MONDAY, 24 FEB 2025
... Australians to "take action" if they would like to achieve a comfortable retirement. "Speaking to your super fund or financial adviser is a great place to start," Powe said. "People can begin their retirement planning journey by considering what sort ...

UniSuper targets 'missing middle' with new digital advice offering

ANDREW MCKEAN  |  FRIDAY, 21 FEB 2025
... navigate the complexities of the superannuation system. "There's a portion of Australia well served by the professional adviser market, and a portion that can rely on the social security system, but there's a missing middle who don't necessarily benefit ...

SMSF Association names annual award winners

MATTHEW WAI  |  FRIDAY, 21 FEB 2025
... industry, and all award winners were "richly deserved". "Those members who have undertaken the comprehensive Specialist Adviser and Specialist Auditor programs understand that earning these designations requires a commitment to professional development ...

SMSF sector continues to grow

ELIZA BAVIN  |  FRIDAY, 21 FEB 2025
Self-managed super funds (SMSFs) traded more over the past year and the value of their holdings increased by 8.8%, according to the AUSIEX SMSF Under Advice report. The number of newly established SMSF trading accounts on the AUSIEX platform - across ...