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Showing 131 - 140 of 13463 results for "Adviser"

Zurich completes ClearView takeover

VINNY VUCAGO  |  FRIDAY, 21 AUG 2026
... said the two businesses overlapped in the supply of life insurance products, particularly through the retail financial adviser channel, however it noted the merged entity would continue to face competition from providers including TAL, AIA, MLC Life ...

Frontier Advisers brings Segal Macro, LCP partnership to close

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
Frontier Advisers, Segal Marco Advisers and Lane Clark and Peacock (LCP) have decided to bring their Global Investment Research Alliance (GIRA) to a close, after 13 years of partnership. Established in 2013 between Frontier Advisors and Segal Rogerscasey ...

Industry reacts to Mulino's sweeping reforms

RIDDHIMA TALWANI  |  THURSDAY, 20 AUG 2026
... Industry superannuation funds have welcomed financial advice reforms announced yesterday, which would create a New Class of Adviser and let funds deliver low-cost advice to members in-house. Treasury said the new adviser regime would initially apply ...

APRA targets platform trustees, welcomes stronger powers

KARREN VERGARA  |  THURSDAY, 20 AUG 2026
APRA is targeting platform trustees' uplift in investment governance in a new consultation, which is underscored by Labor's proposed new powers that will enable it to police new capital requirements for superannuation funds that offer higher-risk options ...

Mulino brings New Class of Advisers to life, guarantees fairer CSLR funding

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... bonuses and volume-based payments," he told the National Press Club today. "We will review the scope of the New Class of Adviser in three years to determine how it is going and whether we should expand it further." The government will also reform the ...

Mulino unveils sweeping reforms to cold calling, MISs

KARREN VERGARA  |  WEDNESDAY, 19 AUG 2026
... generation activity into providing personal advice. This means unsolicited contact may be "cleansed" when a financial adviser engages with a consumer who was hawked by a third party, such as a lead generator. This was the bedrock in which AusCompare ...

Munro Partners to acquire GSFM

VINNY VUCAGO  |  WEDNESDAY, 19 AUG 2026
... billion in assets and acts as investment manager for its Australian products distributed by GSFM, as well as portfolio adviser to funds distributed in Canada by CI GAM. The acquisition will bring GSFM's Australian distribution team and funds management ...

Global investment manager bids for Equity Trustees

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
... its advisers, will evaluate the proposal and will update shareholders in due course. UBS has been appointed as financial adviser and Herbert Smith Freehills Kramer as legal adviser by EQT. Notably, Equity Trustees recently withdrew from providing super ...

Viridian launches national broking business

VINNY VUCAGO  |  TUESDAY, 18 AUG 2026
Viridian Financial Group has launched Viridian Lending, bringing the mortgage broking operations under a single national brand as the group seeks to strengthen links between brokers and financial advisers. The launch completes the integration of the ...

Allianz Retire+ channels super directly to lifetime income

MATTHEW WAI  |  TUESDAY, 18 AUG 2026
... allows clients to invest directly using their super money, without requiring a platform, expanding the product to broader adviser and client market. Unlike platform-based implementation, clients can rollover their super directly into AGILE Super+, providing ...