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Showing 91 - 100 of 13206 results for "Adviser"

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... provide portfolio design. At licensee support firm Capella Advisory, arcpoint will provide a managed accounts solution and adviser toolkit. For financial consulting firm United Advisory, arcpoint will deliver a portfolio solution. arcpoint chief executive ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Praemium chief executive Anthony Wamsteker said: "The March quarter delivered strong net flows into Spectrum, reflecting adviser confidence in the platform and validating our strategic focus on the HNW segment. This demand highlights the breadth and ...

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... FAAA supports key elements of the proposal around education requirements and the prerequisites to becoming a financial adviser. "The FAAA recognises that the transition from the current standard to the new standard will take time. It is particularly ...

Advisers reprimanded over fee-for-no-service conduct

MATTHEW WAI  |  WEDNESDAY, 22 APR 2026
... Services and Credit Panel (FSCP) has issued three determinations in the month of April, including a reprimand to a financial adviser who continued to collect fees from a client for over a year after the service agreement ended. The adviser was handed ...

HUB24 sees $4bn net inflows, advances HTFS takeover

ELIZA BAVIN  |  TUESDAY, 21 APR 2026
HUB24 has reported strong Q3 results delivering platform net inflows of $4 billion, up 9% on the prior corresponding period (pcp) when excluding large migrations. Platform funds under administration (FUA) as at March 31 was $127.8 billion, up 25% on ...

Baby boomers look to switch benefactors' advisers: Natixis

RIDDHIMA TALWANI  |  MONDAY, 20 APR 2026
Two-thirds of Australians don't plan to retain their parents' or spouse's financial adviser after they receive an inheritance. According to Natixis Investment Managers' (Natixis IM) Great Wealth Transfer report, baby boomers, Australians aged between ...

Smart beta ETF inflows on track to hit $10bn

ELIZA BAVIN  |  FRIDAY, 17 APR 2026
Australian-traded smart beta ETFs have continued to scale rapidly, with funds under management rising from $20.7 billion at the end of 2023 to $30.8 billion at the end of 2024, before reaching $41.6 billion by March 2026, according to Betashares. Betashares ...

Tribeca Financial appoints strategic partnerships lead

KARREN VERGARA  |  FRIDAY, 17 APR 2026
... manager of advice partnerships for almost three years. Foley spent nearly 20 years at IFS, starting out as a financial adviser and fund leader with Industry Fund Financial Planning, providing advice in superannuation and retirement planning. Prior to ...

AMP sees strong platform growth, AUM hit by volatility

ELIZA BAVIN  |  THURSDAY, 16 APR 2026
... organic growth in the wealth business is one of his "top priorities". "In Platforms, we are seeing the benefit of the new adviser relationships we have built over the past 12 to 24 months, with another strong quarter for cashflows," Vernon said. "While ...