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Showing 91 - 100 of 4724 results for "financial advisers"

ACCC approves Zurich's ClearView takeover

KARREN VERGARA  |  MONDAY, 18 MAY 2026
The Australian Competition and Consumer Commission (ACCC) has given Zurich Financial Services its blessing to acquire ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share to value the takeover at about $425 million. ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... Xavier Jeans joins Channel Capital to help strengthen the group's distribution arm, with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients across ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant at Aequitas Investment Partners, a Melbourne-based ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... construction and fund selection processes underpinning the private markets platform, which is designed to give financial advisers and wholesale investors diversified exposure to private markets including private equity, private credit and real assets. ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
Aware Super is introducing better support to financial advisers as it antes up the delivery of education with licensees and advisers, in a move to expand its advice relationships capability. To better focus on the initiative, the $235 billion super ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... "Tax changes should not make that pathway harder," Waterhouse added. Experts in financial services, such as financial advisers and accountants, will have their work cut out, scrambling to help clients get their affairs in order prior to several changes ...

Product showcase: A guaranteed future

THE FINANCIAL STANDARD TEAM  |  MONDAY, 11 MAY 2026
... risk to retirement may not be markets, but strategies that haven't kept pace with today's needs. For financial advisers who want to stay at the leading edge, Allianz Retire+ offers a compelling solution. Retirement income products and annuities ...

Advice industry can't afford CSLR to be an 'unsustainable mess': FAAA

MATTHEW WAI  |  FRIDAY, 8 MAY 2026
... Australians." "There is strong support amongst advisers for a more balanced and sustainable funding model. Financial advisers should not be bearing a disproportionate share of the cost for failures that occur elsewhere in the system when products collapse ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ...

Clearer distinction of advice required around aged care costs: Review

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... not provide financial advice outside of information relating to aged care costs. The review acknowledges only financial advisers with an aged care specialist designation, accredited via the Aged Care Steps Accredited Aged Care Professional program from ...