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Showing 151 - 160 of 13204 results for "Adviser"

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON | TUESDAY, 17 MAR 2026

Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

AWAG appoints first head of advice

JAMIE WILLIAMSON | TUESDAY, 17 MAR 2026

The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA | TUESDAY, 17 MAR 2026

... requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial adviser require possessing any bachelor's degree or higher, completing four financial concept subjects and four accredited ...

Index managed portfolios still most popular among advisers: North

RIDDHIMA TALWANI | MONDAY, 16 MAR 2026

AMP's bi-annual North Managed Portfolios Insights Report found that while private markets are seen as the next growth opportunity for sector innovation, index managed portfolios remain most popular among advisers on its platform. AMP head of portfolio ...

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON | MONDAY, 16 MAR 2026

... them apparently did it because of the proposed tax changes, and about the same number did so after consulting a financial adviser. That said, about 65% of HNWs who were familiar with the Division 296 tax said they supported it and just 9% said it reduced ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY | THURSDAY, 12 MAR 2026

Perpetual's outgoing chief investment officer is set to join Pinnacle Investment Management, which is launching a new managed accounts offering for clients. Kyle Lidbury will join as the chief investment officer of a newly created affiliate. Pinnacle ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY | THURSDAY, 12 MAR 2026

... distribution officer at the retirement specialist following nine years at PIMCO. Rodda said that, with strong experience building adviser relationships and supporting platform and dealer groups, Tahlia will play a key role in deepening engagement across ...

Warakirri bolsters distribution squad

ELIZABETH FRY | THURSDAY, 12 MAR 2026

Warakirri Asset Management has added a business development manager to its distribution team, expanding coverage of retail advisory, family office and high-net-worth clients in New South Wales, the ACT and Queensland. Based in Sydney, Rory Irvine joins ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON | THURSDAY, 12 MAR 2026

Self-managed super funds (SMSFs) outperform APRA-regulated funds by about 1.1% on average, according to new analysis. Insights from Adelaide University show that in the five years to 30 June 2024, SMSFs' returns averaged 1.1% higher than APRA-regulated ...

Australians like AI, reluctant to trust it on financial decisions: Survey

RIDDHIMA TALWANI | WEDNESDAY, 11 MAR 2026

... can support better outcomes, but it works best when it complements the expertise and oversight of a qualified financial adviser. While 42% of Australians are comfortable using AI for everyday activities such as budgeting, product comparisons or tracking ...

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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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Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Does association membership still matter?

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