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Showing 861 - 870 of 13229 results for "adviser"

HNW advisers flock to private markets

MATTHEW WAI  |  THURSDAY, 30 JAN 2025
Almost two out of three investment advisers are looking to increase their asset allocation into private markets this year, a survey found. The survey comes amid a similar study compiled by Coller Capital, highlighting that one in three investors will ...

ASIC bans adviser fraudster found with child abuse material

ANDREW MCKEAN  |  WEDNESDAY, 29 JAN 2025
ASIC has permanently banned Brisbane-based financial adviser David Cubilla following a $640,000 fraud conviction; he was also found guilty of using online services to access and possess child abuse material. Cubilla, who was recently an authorised representative ...

AdviceIQ general manager Paul Harding-Davis to retire

ANDREW MCKEAN  |  TUESDAY, 28 JAN 2025
... fresh ideas, energy, and networks." He added that personal experiences over the past year - including the loss of two adviser friends and health challenges among family members - contributed to his decision "not to taper anymore." Macquarie's head of ...

Team Super names retirement chief

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
A former Aware Super head of advice has been appointed chief retirement officer at Team Super ahead of its merger with TWUSUPER to create a $21 billion fund. Reporting to chief executive Vasyl Nair, Sarah Forman has taken up the new role at Team Super ...

Entireti appoints chief investment officer

JAMIE WILLIAMSON  |  THURSDAY, 23 JAN 2025
The nation's largest financial advice group will welcome its first chief investment officer next week. Entireti has appointed Aman Ramrakha as chief investment officer, tasked with overseeing its investments solutions, including managed accounts ...

Hostplus names deputy CIO

ELIZABETH FRY  |  THURSDAY, 23 JAN 2025
Hostplus has promoted Susan Orr to deputy investment chief following the recent departure of Con Michalakis who has taken on the top investment job at Funds SA. The $115 billion industry fund for hospitality workers confirmed that Orr will now serve ...

Netwealth, Praemium see inflows soar

ELIZA BAVIN  |  THURSDAY, 23 JAN 2025
... conversion rates from the company's new business pipeline across all client groups and segments," Netwealth said. "New adviser and licensee relationships have significantly expanded our new business pipeline. While we expect Q3 FY2025 flows to be ...

HUB24 shutters Xplore Wealth MDA services

ANDREW MCKEAN  |  TUESDAY, 21 JAN 2025
HUB24 plans to shut down its Xplore Wealth Managed Discretionary Account (MDA) services next year, with discussions underway with financial advisers to explore alternative options. The Xplore Wealth MDA has around $2 billion in funds under administration ...

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA  |  MONDAY, 20 JAN 2025
... They still have to handhold the small businesses and do a lot of the work. They are mostly historical deals made when adviser numbers were back at 25,000. So, the software companies have been left with a hangover from the past that they are, I think ...

Insignia grants CC Capital limited due diligence

ELIZA BAVIN  |  MONDAY, 20 JAN 2025
... Financial has engaged Citigroup and Gresham Advisory Partners as its financial advisers and King & Wood Mallesons as its legal adviser. This latest development comes after a bidding war commenced for the financial services firm. US-based Bain Capital ...