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Showing 151 - 160 of 13206 results for "adviser"

Influx of data weighing on legacy systems

ELIZA BAVIN  |  WEDNESDAY, 18 MAR 2026
As asset managers are inundated with an influx of data daily, Macquarie Group principal engineer Ranjit Singh told the 2026 AM Tech Day event in Sydney that legacy systems are standing in the way. Singh said legacy systems create a multitude of challenges ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... client who was a member of the Macquarie Superannuation Plan and lost most of his super after being advised by an InterPrac adviser to invest in Shield. InterPrac denied it was at fault and refused to compensate the client, saying Macquarie's decision ...

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 ...