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Showing 91 - 100 of 9959 results for "advisers"

DASH appoints new chief executive

KARREN VERGARA  |  WEDNESDAY, 12 AUG 2026
... broad skills and experience needed to continue executing our strategy to deliver innovative whole-of-wealth solutions to advisers and clients." The appointment follows several recent executive hires, including Sarah Murray as chief product officer and ...

HNW investors turn to AI but remain loyal to advisers

VINNY VUCAGO  |  WEDNESDAY, 12 AUG 2026
... showed AI was changing client expectations rather than replacing the need for advice. "The story here isn't AI versus advisers, it's AI with advisers," Orrock said. "Clients are using these tools to become more informed and more engaged, and ...

Super funds should not be asked to fund the CSLR: ASFA

MATTHEW WAI  |  TUESDAY, 11 AUG 2026
... financial advice sector has only contributed 84% of its funding. ASFA acknowledged it would be "impossible" for financial advisers to fund 100% of compensation claims, as it would put small advice firms out of business, but said the funding should not ...

Advisers bolster client book amid compliance burden: CoreData

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... per practice has increased from 127 to 135 over the past year, the newly released Future of Advice 2026 report showed. Advisers who were early adopters of technology managed 13% more clients than their peers or 147 compared to 130 clients for non-early ...

Evans and Partners uplifts MDA offering

KARREN VERGARA  |  MONDAY, 10 AUG 2026
... manage investments on behalf of clients within an agreed investment mandate and have become increasingly popular among advisers seeking scalable portfolio management solutions. Evans and Partners head of fixed income James O'Hare said: "Bloomberg ...

ASIC ramps up enforcement action

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
... five years following company failures that resulted in substantial debts and losses for creditors. ASIC also banned 15 advisers linked to the Shield Master Fund or First Guardian Master Fund during the financial year and took further action against associated ...

Active ETFs are reshaping portfolio construction: J.P. Morgan

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
J.P. Morgan Asset Management (JPMAM) told advisers active exchange traded funds (ETFs) are creating new opportunities to build more flexible portfolios, as demand for active strategies accelerates globally. Speaking at the Advisers Big Day Out in Wollongong ...

Retirement portfolios need a new playbook: Real Asset Management

VINNY VUCAGO  |  MONDAY, 10 AUG 2026
The traditional 60/40 portfolio may no longer provide the protection retirees need, with advisers urged to rethink portfolio construction as market volatility, inflation and longevity risks reshape retirement planning. Speaking at the Advisers Big Day ...

AMP delivers 33% profit jump

ELIZA BAVIN  |  THURSDAY, 6 AUG 2026
... retirement innovation in terms of experience across that 'whole of retirement' journey. "We're getting feedback from advisers [on challenges] their clients are facing in terms of retirement, not just in product but in experience and interface with ...

BlackRock urgers broader diversification

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
BlackRock is urging financial advisers to move beyond traditional approaches to diversification, arguing heightened geopolitical uncertainty, artificial intelligence (AI) and structural economic shifts require more dynamic portfolio construction. Speaking ...