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Showing 91 - 100 of 6823 results for "PRA"

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA  |  MONDAY, 23 MAR 2026
A new Mercer report predicts platform funds, with a median $250,000 balance, and mega funds, with over $100 billion in assets, will dominate the superannuation landscape and overtake the 'retail versus industry fund' debate. The 2026 Mercer Shaping ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
Over 40% of advisers agree clients in managed accounts are more confident and are less likely to act impulsively during market volatility compared with those not in managed accounts. Investment Trends' latest Managed Accounts Report, supported by State ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
Sequoia Financial Group has offloaded InterPrac Financial Planning for $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

ASIC warns Gen Z against chasing unrealistic crypto gains

RIDDHIMA TALWANI  |  MONDAY, 16 MAR 2026
ASIC has warned younger Australians that cryptocurrency and the like could be setting them up for failure, setting unrealistic expectations on returns, price volatility and long-term investing. A national survey conducted by YouGov found around one ...

Clime offloads advice business, keeps 10% stake

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Clime Investment Management is offloading its financial advice unit for $6.5 million to an unnamed group but will retain a 10% interest in the newly combined business. Clime Advice, which has $2 billion in funds under advice (FUA), will continue to ...

VFMC names head of people

JAMIE WILLIAMSON  |  FRIDAY, 13 MAR 2026
Maree Squillacioti has been appointed to the role of head of people on a permanent basis. Squillacioti has been acting in the role for the Victorian Funds Management Corporation (VFMC) for close to 12 months. Taking it on permanently, she becomes a ...