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Showing 811 - 820 of 9980 results for "advisers"

RBA forecasting has been 'terrible': Yarra Capital Management

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... "cautious" cut at the first meeting of 2025, bringing the interest rate down to 4.1%. Speaking at Financial Standard 's Advisers Big Day Out (ABDO) yesterday, Keenan said the cut should have occurred much earlier. "The RBA [predictions have] been ...

CFS Edge, North enhance platform capabilities

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... expanded its international MA offerings by adding international MAs from Franklin Templeton and Watershed. In addition, advisers and their clients will also have access to an international MA from Walter Scott - an Australian first, CFS aid. The new ...

HeirWealth expands with private office partnership

MATTHEW WAI  |  THURSDAY, 20 MAR 2025
... HeirWealth - launched in May last year - has announced a new partnership with HTL Private Office, expanding its offering to advisers and high-net-worth (HNW) clients. HeirWealth provides asset analysis spanning 40 different classes, including traditional ...

Tranche 2 is coming before the election: Jones

ELIZA BAVIN  |  WEDNESDAY, 19 MAR 2025
... of adviser; reforming, improving and updating the best interest's duty; removing red tape which is an obstacle to advisers taking on more clients; ensuring that we have technology-neutral legislation. In short, it is about ensuring that there are ...

Tariffs not the only inflationary risk: Colchester

MATTHEW WAI  |  WEDNESDAY, 19 MAR 2025
Speaking at Financial Standard 's Advisers Big Day Out (ABDO), Martyn Simpson, senior investment officer from Colchester Global Investors, discussed the potential impact of tariffs and some of the inflationary issues markets may yet face. In terms ...

Falcon Capital, First Guardian Master Fund set for liquidation

KARREN VERGARA  |  TUESDAY, 18 MAR 2025
... "We will provide further updates in relation to the above matters in due course. Falcon is currently working with its advisers to develop a plan to implement an orderly wind down of the fund, so as to maximise the return to unitholders." ASIC alleges ...

Managed account use at record high: Data

MATTHEW WAI  |  MONDAY, 17 MAR 2025
New research from State Street Global Advisors and Investment Trends shows about 59% of Australian financial advisers are now using managed accounts (MAs), as performance remains the top criteria for advisers. According to the SPDR ETFs / Investment ...

Ord Minnett poaches Perpetual advisers amid hiring spree

ANDREW MCKEAN  |  MONDAY, 17 MAR 2025
Ord Minnett (Ords) has added nine new senior advisers to its ranks - seven from Perpetual and two from FIIG Securities - as part of a broader push to grow its client and adviser base. Former Perpetual partners Malissa Tobias, Mark Heffernan, and Con ...

AIOFP and IFPA enter 'strategic alliance'

ELIZA BAVIN  |  FRIDAY, 14 MAR 2025
... professionals spanning accounting, bookkeeping, financial advice, and superannuation. AIOFP represents around 5000 financial advisers operating under 120 AFSL practice members. Despite servicing different professional needs, the two organisations said ...

Macquarie heavyweights headline 2025 Impact Investment Summit Asia Pacific

KARREN VERGARA  |  FRIDAY, 14 MAR 2025
... event that focuses on scaling investments for positive impact. The annual summit, which targets impact investing for advisers, foundations, and family offices, marks its 10-year anniversary in 2025. It will be held at the International Convention Centre ...