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| | | ... portfolios. "HNW investors are financially knowledgeable and closely involved in their wealth -they're not looking to hand over every decision," Orrock said. "What they value is an adviser they trust, who understands their circumstances and gives ... |
| | | | ASIC has outlined its supervisory priorities for 2026-27 with reviews of artificial intelligence (AI), member services and advice fee deductions among the areas of focus for financial services firms. The regulator has published sector-specific supervisory ... |
| | | | ... additional reporting line to head UGA asset management alternative investment specialists ex-US Nicki-Marco Weber. Richard has over 25 years of experience across Switzerland, Hong Kong, Singapore and Australia. Before joining UBS, he spent seven years ... |
| | | | ... and international tax. He joined the business in 2021. Waller joined HLB Mann Judd as a financial adviser in 2023 and has over 19 years' experience within financial planning, super, and agriculture. She is stationed within Adeliade's wealth management ... |
| | | | ... July 2025. Prior to joining Bravura, she was head of operational delivery at CareSuper for almost five years, and spent well over a decade at VicSuper, now Aware Super, in senior capacities. "Her client focus, commitment to excellence, strong leadership ... |
| | | | Australian's life expectancy can vary by more than a decade depending on their socio-economic circumstances, highlighting significant differences in how long people may need their retirement savings to last, new research from Actuaries Institute found. ... |
| | | | ... Retirement Income Optimiser gives eligible members a way to prepare for future lifetime income options while retaining flexibility over their super today," Power said. Eligible FirstChoice Wholesale Personal Super members will have the feature switched ... |
| | | | ... Group in 1998 as a business development executive and has been heavily involved with Macquarie's business development over his 13-year stint at the company. "Crampton brings more than 20 years of financial services experience across investment platforms ... |
| | | | ... less than 9% of group earnings in FY26 (adjusted for the new ownership level of 35%). Given the scale of the sell-off in PNI over the last month, the reaction appears to be outsized, in our view. "In terms of impact to earnings forecasts for FY27 onwards ... |
| | | | ... Browning held various roles at Earnst & Young (EY) since 2009 across Australia and the UK, with the most recent being partner. Over his tenure he advised on more than 20 public offerings and secondary capital raisings. "We are pleased to welcome Graeme ... |
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