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Showing 131 - 140 of 13204 results for "Adviser"

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI | MONDAY, 30 MAR 2026

The long-term drivers of return come down to dividend yield and earnings growth over time, according to Auscap Asset Management chief investment officer Tim Carleton. Speaking at the recent Financial Standard Advisers Big Day Out (ABDO) in Sydney, Carleton ...

T. Rowe Price Australia country head exits

ELIZABETH FRY | MONDAY, 30 MAR 2026

T. Rowe Price Australia is bracing for further leadership change, with its country head confirmed to depart in July following the exit of its head of intermediary. Darren Hall, who served as head of distribution for Australia and New Zealand, will leave ...

Channel Capital adds distribution director

ELIZABETH FRY | THURSDAY, 26 MAR 2026

... Capital has added a distribution director, strengthening its team at a time of growing demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping them navigate ...

Adviser reprimanded over clients' loss of cover

JAMIE WILLIAMSON | THURSDAY, 26 MAR 2026

The Financial Services and Credit Panel (FSCP) issued a reprimand to a financial adviser who recommended a client roll their super over to another product, costing them their insurance coverage. The financial adviser was reprimanded this month, after ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI | THURSDAY, 26 MAR 2026

The 280 companies on the ASX 300 beyond the top 20 blue chip names can offer investors superior risk-adjusted returns, Yarra Capital Management chair and head of Australian equities Dion Hershan said. Speaking at the Financial Standard Advisers Big ...

North adds private markets SMA for retail investors

MATTHEW WAI | THURSDAY, 26 MAR 2026

... staying private for longer, the firm said, noting more opportunities are occurring outside listed markets, ramping up adviser demand. Russell Investments head of distribution in Australia and New Zealand Neil Rogan said the portfolio aims to accommodate ...

ETF home bias more prominent amid global unrest: BlackRock

RIDDHIMA TALWANI | WEDNESDAY, 25 MAR 2026

BlackRock said Australian ETF investors are preferring local equities over the US as global unrest rises due to the conflict in the Middle East. It's flagship IOZ ETF, which provides investors exposure to Australian S&P/ASX200 stocks, saw flows ...

FEATURE | Regulation: Picking up the pieces

KARREN VERGARA | TUESDAY, 24 MAR 2026

... liquidation. "It had a legitimate name, and I went on to research the company. AusCompare then allocated me to a financial adviser at Reilly Financial. I talked to the adviser and did my due diligence, Google checking and so forth," Kee says. This took ...

Platform funds, mega funds to dominate: Mercer

KARREN VERGARA | MONDAY, 23 MAR 2026

... budgets funded by larger total fees collected," Mercer said. Platform funds, meanwhile, are expected to grow from strong adviser-led inflows - from 10% today to 14% in 2035. They offer a median of 489 investment options compared to 13 for non-platform ...

Managed accounts increase confidence amid volatility: Research

RIDDHIMA TALWANI | MONDAY, 23 MAR 2026

... certainty. I'm not going to make a quick move, and that's because I'm in a managed account, I work with a financial adviser." Nearly three-quarters of advisers using managed accounts now position them at the center of client portfolios as ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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Christian Mueller-Glissmann

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When geopolitics becomes a portfolio risk

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