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Showing 141 - 150 of 13206 results for "Adviser"

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 ...

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... slashed $4.7 million in intangible assets relating to InterPrac, writing down the client list following mass financial adviser resignations. InterPrac had 216 financial advisers in mid-March, dropping from about 312 at the end of 2024, prior to the Shield ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
S64 and Ardian have partnered to launch the S64 Ardian Access Infrastructure Fund, an evergreen Australian unit trust. The collaboration will give Australia's wealth management industry access to Ardian's infrastructure strategies through the S64 platform. ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... correct to infer that a superannuation consumer who has switched out of a default fund on the recommendation of a financial adviser has necessarily been subject to predatory lead generation or poor advice, and the default funds making that claim do not ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible investment adviser at HESTA, the $101 billion industry fund for health and community workers. At HESTA, she set up the investor-led initiative ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
Entireti is partnering with global financial technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... adequately captured and considered in context," Abood said. Abood said the advice industry is struggling with a decline in adviser numbers which is not being offset by new entrants; a long training gap and legislated professional year requirements which ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... mid-2011, Josh Pope joined Asset Partners in 2012 as a principal. Asset Partners operates a fee-for-service model under a "two adviser per client policy to ensure all clients have access to quality specialised financial advice year-round regardless of ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
Ironbark will consolidate 15 businesses under a new single brand, Ironbark Financial Group. The parent company will operate sub-brands that include Ironbark Advice, Ironbark Private Wealth and Ironbark Investment Solutions. Ironbark Advice encompasses ...