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Showing 131 - 140 of 13293 results for "adviser"

Advent builds Australian presence with new appointment

VINNY VUCAGO  |  TUESDAY, 19 MAY 2026
The role will be filled by a former Future Fund board member who has also held roles at Macquarie, NAB and AMP. Global private equity investor Advent has appointed Patricia Cross as an operating partner for Australia and New Zealand, strengthening its ...

Mulino targets retail investor protections, high-risk MISs: SIAA

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... sector, including the Compensation Scheme of Last Resort (CSLR), Delivering Better Financial Outcomes (DBFO) and financial adviser education pathways, as a broad piece of work. "What happened soon after I came into this role is that we saw the Shield ...

ACCC approves Zurich's ClearView takeover

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... ClearView overlap in Australia in the supply of life insurance products, particularly in the supply of products in the retail adviser channel. It determined "the acquisition may be put into effect as it considers that the acquisition is unlikely to have ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... held at the Melbourne Convention & Exhibition Centre on May 27-28. He is joined by Ethical Investment Advisers financial adviser Karen Macleod, U Ethical Investors stewardship manager Rachel Alembakis and RIAA acting manager for membership and engagement ...

HeirWealth partners with ViewTrade

MATTHEW WAI  |  MONDAY, 18 MAY 2026
ViewTrade and HeirWealth have partnered to offer an integration of global trade execution with portfolio performance analytics, and tax reporting. The partnership combines ViewTrade's global brokerage infrastructure with HeirWealth Atlas's portfolio ...

North expands adviser support with new hire

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
AMP North has appointed a head of business development and national sales manager as it focuses on expanding adviser support and distribution capabilities. AMP North has appointed Kristen Lennis-Harvey as head of business development and national sales ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... Kee was contacted by lead generator Aus Super Compare or AusCompare and subsequently referred to an InterPrac financial adviser that moved her superannuation into First Guardian. Kee recently told Financial Standard she lost $380,000 of her retirement ...

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 ...

Natixis appoints client services director

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... country's leading brands, including stints at Macquarie and Ironbark early in her career. She was director - key accounts and adviser business at Betashares ETFs and prior to joining Natixis was account director, strategic accounts at Bennelong Funds ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
A former portfolio consultant at Vanguard who 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 ...