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Showing 821 - 830 of 9987 results for "advisers"

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 ...

GQG loses top sales exec

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... as director of business development three years ago from Vanguard Investments, where he oversaw retail distribution to advisers in NSW and ACT. GQG managing director of Australia and New Zealand Laird Abernethy declined to comment on Bullock's exit. ...

Mercer adds to wealth team

ELIZABETH FRY  |  THURSDAY, 13 MAR 2025
... 950 practices with over $30 billion in funds under management. Janes worked at BT and MLC. "As the needs of financial advisers grow, we are seeing increased demand for our deep expertise in specialised portfolio solutions. Matt Young and Staten Janes' ...

HNW clients demand more non-custody assets: Study

KARREN VERGARA  |  WEDNESDAY, 12 MAR 2025
More high-net-worth (HNW) clients are investing in non-custody assets as 75% of financial advisers report a growing demand in unique opportunities such private equity and other alternatives, a new survey from Praemium finds. Such assets comprise an ...