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Showing 1 - 10 of 65 results for "APT"

Super complaints decline year-on-year: AFCA

ELIZA BAVIN  |  WEDNESDAY, 1 OCT 2025
... In the financial advice sector, United Global Capital had the most complaints with 605, followed by Interprac with 125 and APT Strategy with 49. For managed investment schemes, BT Funds Management had the most complaints with 86, followed by Australian ...

ASIC culls red tape, sets sights on more

ELIZA BAVIN  |  WEDNESDAY, 3 SEP 2025
ASIC has culled more than 9240 pages of regulation since the start of the year and is calling for more ideas for regulatory simplification. A new report, aptly named Regulatory Simplification, seeks input on a range of initiatives aimed at making regulation ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
... adviser and giving back to her community by empowering more women to take control of their financial futures." Additionally, Apt Wealth Partners Melbourne professional adviser Jakob Ayres has snatched the title of the FAAA Gen Next Rising Star of the ...

FAAA announces 2024 awards finalists

KARREN VERGARA  |  WEDNESDAY, 9 OCT 2024
... Excellence in Advice Award. Capital Partners, Warr Hunt, and Alman Partners are up for FAAA Professional Practice of the Year. Apt Wealth Partners' Jakob Ayres, Bravium's Kirra Sharrock, and Verse Wealth's Simone Vasnaik are the finalists for the FAAA ...

Platform reveals advice firms' top issues

KARREN VERGARA  |  FRIDAY, 24 MAY 2024
Practice management, advice technology, and superannuation are top of mind for financial advisers who want to improve their aptitude and knowledge, according to professional networking platform Ensombl. The analysis of adviser conversations stemming ...

Global small caps outperform Aussie counterparts: SSGA

ANDREW MCKEAN  |  THURSDAY, 28 SEP 2023
State Street says global small cap companies have consistently bested their Australian counterparts, offering higher annual returns and lower volatility. The US$3.6 trillion asset manager noted that the MSCI World Small Caps Index has yielded an 8.39% ...

AFCA outlines systemic issues in wealth management

ANDREW MCKEAN  |  TUESDAY, 23 MAY 2023
The Australian Financial Complaints Authority (AFCA) has shed light on what it considers systemic shortcomings in the superannuation, investment, and financial advice industries. The AFCA Systemic Issues Insights report identified multiple instances ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
Superannuation funds must prioritise members financial interests, guiding emotionally driven investors towards apt solutions for investment success. Brighter Super head of advice Steven O'Donoghue says that members can be driven by emotions in their ...

Super's defense against economic volatility

ANDREW MCKEAN  |  FRIDAY, 29 APR 2022
At the ASFA Conference, former deputy prime minister and Cbus chair Wayne Swan called superannuation a great triumph of social-democratic policy as it's become a major source of social stability. The world has become a more dangerous place, its ...

Goldman Sachs appoints alternatives head

ELIZABETH MCARTHUR  |  TUESDAY, 22 FEB 2022
... director of institutional business development at K2 Advisors. He also previously established the Australasian operations for APT Inc. "Craig brings extensive relationships and alternatives experience that will help further expand our private markets ...
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