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Showing 101 - 110 of 9959 results for "advisers"

Advisers should rethink portfolio construction: La Trobe

VINNY VUCAGO  |  WEDNESDAY, 5 AUG 2026
La Trobe Financial has urged advisers to broaden portfolio construction beyond traditional equity and bond allocations, arguing that slowing productivity, persistent inflation risks and changing market dynamics require greater focus on real assets and ...

Warburg Pincus private equity strategy launches

KARREN VERGARA  |  WEDNESDAY, 5 AUG 2026
... evolution in adviser demand and the calibre of global managers increasingly seeking Australian distribution partners. "Advisers are increasingly looking for ways to access growth opportunities beyond listed markets, but they also want diversification ...

Findex expands in Adelaide with Wakeful acquisition

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
... clients access to a broader range of expertise and support," Warner said. "Our clients will continue to work with the advisers they know, now backed by the scale and specialist capability of a national network." The Wakeful Partners team will progressively ...

FAAA calls for rethink on trust tax overhaul

VINNY VUCAGO  |  TUESDAY, 4 AUG 2026
... minimum tax on discretionary trusts, warning the reforms could impose significant costs on small businesses, financial advisers and lower income Australians while failing to adequately target tax ministration. In its submission to the Treasury consultation ...

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
... their clients' data is so "dispersed" due to the "open architecture" structure of platforms, creating a barrier for advisers who are simply looking for better access. He pointed to the "elephant in the room" being centred on data - which is very ...

FSC calls for tougher oversight of advice licensees

VINNY VUCAGO  |  THURSDAY, 30 JUL 2026
... identified earlier through more proactive supervision. "The AFSL framework places responsibility on licensees to supervise advisers, manage risk and protect consumers. The challenge is ensuring those responsibilities are continually met, which can be ...

ATO issues guidance on new LRBA rules for SMSFs

KARREN VERGARA  |  WEDNESDAY, 29 JUL 2026
... not be affected. Burgess commented further practical and comprehensive guidance would be needed to help trustees and advisers navigate the new regime with confidence. "The web guidance is a useful and timely response, but these reforms have also highlighted ...

Perpetual rejects EQT bid again as growth continues

VINNY VUCAGO  |  WEDNESDAY, 29 JUL 2026
... was not in shareholder's best interests after considering the price and other terms with its financial and legal advisers. However, it remains open to engaging with EQT on a non-exclusive basis, subject to a confidentiality and standstill agreement ...

InvestStream, MUFG partner to enhance digital advice in super

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
... "connected" approach to member engagement while supporting superannuation funds to deliver scalable, digitally enabled advice. Advisers will also benefit from enhanced workflows from a connected technology environment, which will reduce duplicated data ...

Netwealth tightens trustee oversight with new hire

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
... investment in experienced leadership and robust governance as the company continues to deliver long-term value to clients and advisers. "Throughout her career, Mel has built a reputation for delivering strategic outcomes across product, investment governance ...