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Showing 821 - 830 of 13316 results for "adviser"

AMP shareholders approve executive pay

KARREN VERGARA  |  MONDAY, 14 APR 2025
... underlying net profit increased almost 19%, George said, adding that it signed nearly 100 new distribution agreements with adviser groups during the year and secured around 140 net new advisers with funds over $1 million on North platform. "In super ...

Short-term noise reinforces long-term investment thinking: ART

KARREN VERGARA  |  FRIDAY, 11 APR 2025
... of a recession but remain steadfast in how it will position members' savings for the long term. Speaking at a financial adviser roadshow in Sydney, ART chief economist Brian Parker discussed the many risks he and the investment team are fielding in the ...

New SEC chair affirmed, FCA chief reappointed

MATTHEW WAI  |  FRIDAY, 11 APR 2025
The US Senate has voted 52 to 44 for the appointment of the next chair of the Securities and Exchange Commission (SEC). Meanwhile, the UK's Financial Conduct Authority (FCA) has reappointed its chief executive. Patomak Global Partners chief executive ...

WTW promotes local staffers

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
WTW, the pension consultant, has hired a new head of portfolio design lead and made a series of local promotions following annual performance reviews. Sasha Loutcheva joins from Russell Investments, where she spent three years as a senior asset allocation ...

American Century appoints local sales VP

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
American Century Investments has appointed a former director from Dimensional Funds Advisers to run sales in Australia. Tom Fellowes has taken on the role of vice president of Australia sales. Based in Sydney, he will report to American Century's ...

Blue Owl completes local private wealth team

ELIZABETH FRY  |  THURSDAY, 10 APR 2025
Blue Owl Capital, one of Wall Street's largest alternative asset managers, continues to add to the local headcount. Not quite nine months after PIMCO's John Valtwies joined Blue Owl as a principal, Larry Francis has come on board from Bentham ...

Clients' evolving circumstances a 'key barrier' for advisers: Netwealth

MATTHEW WAI  |  THURSDAY, 10 APR 2025
... base, Netwealth found through new research. According to the latest Netwealth IQ report, clients find more value in an adviser over longer periods. The targeted audience in the research were segregated into three categories: Newcomers - who have received ...

Three AFS licensees pinged over compliance breaches

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... in March. The corporate regulator said it had "reasonable grounds" to believe the AFS licensees authorised a financial adviser, who gave personal advice to a retail client in relation to "relevant financial products" without being registered. ASIC said ...

AIOFP partners with fintech firm to offer white-labelled digital advice

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
The Association of Independently Owned Financial Professionals (AIOFP) has partnered with fintech firm moneyGPS, which will provide its digital advice platform to the advice association's 120 AFSL members and 5000 financial advisers. Through the partnership ...

Fitzpatricks names head of product

KARREN VERGARA  |  TUESDAY, 8 APR 2025
Fitzpatricks Group appointed a head of product from Colonial First State (CFS) as it bolsters its investment products and services to financial advisers and their clients. Andrew Chapple joins Fitzpatricks in the newly created role based in Sydney. ...