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Showing 811 - 820 of 13232 results for "Adviser"

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 ...

David Paradice hires from Betashares

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... fund provider to take up a role with David Paradice. Christopher Yates, Betashares New South Wales state manager for the adviser business, has been appointed head of wholesale distribution at Paradice Investment Management. Colleague Max Minack, head ...

Perennial beefs up sales team

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... At Lonsec, he worked as a business development manager, responsible for building and delivering campaigns to target the adviser market including dealer group and platform-aligned segments. Perennial Partners' head of distribution Cesar Farfan welcomed ...

ART appoints chief commercial officer

ELIZABETH FRY  |  THURSDAY, 20 FEB 2025
... McKay has over 25 years' experience in the financial services industry in corporate super, retail super, SMSF and adviser markets. Further, he has led high-performing teams in several disciplines, including sales, relationship management, and operations. ...

CSLR levy pain could hit $123m: FAAA

KARREN VERGARA  |  THURSDAY, 20 FEB 2025
... amount will potentially become bigger. Together, the two financial years equate to $193 million or $12,500 per financial adviser. Philip Anderson, the general manager of policy, advocacy, and standards at the FAAA, said the actuarial report "paints an ...

Insignia Financial improves losses amid takeover

JAMIE WILLIAMSON  |  THURSDAY, 20 FEB 2025
Insignia Financial reported a statutory net loss of $17 million in the first half amid its ongoing takeover discussions. The loss is an improvement on the prior corresponding period when it reported a statutory net loss of $50 million. Its underlying ...

Convicted adviser fails to appeal prison sentence

MATTHEW WAI  |  THURSDAY, 20 FEB 2025
Former Melbourne financial adviser Bradley Grimm will continue to serve his sentence after failing to have his dishonesty conviction and prison term overturned. Grimm pleaded guilty to three counts of engaging in dishonest conduct whilst running a financial ...

Life insurers enhance domestic violence response

MATTHEW WAI  |  THURSDAY, 20 FEB 2025
... detect situations of family and domestic violence to provide support to the victims through engaging with their financial adviser or other professionals or offering alternative processes. "Just as life insurance has given millions of Australians peace ...

Gen X remains the largest cohort in SMSF establishments: Class

MATTHEW WAI  |  WEDNESDAY, 19 FEB 2025
Generation X and Millennials collectively drove about 85% of new self-managed superannuation fund (SMSF) establishments for the six months to 31 December 2024, according to a new report from Class. The total value of the net assets administered on Class ...

Future Generation appoints chief investment officer

ANDREW MCKEAN  |  TUESDAY, 18 FEB 2025
Future Generation has appointed its first chief investment officer from Perpetual. The philanthropic investment group has appointed former Perpetual head of private wealth Lee Hopperton. Hopperton will advise Future Generation's Investment Committees ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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