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Showing 161 - 170 of 13300 results for "adviser"

Ten Cap appoints inaugural distribution lead

MATTHEW WAI  |  THURSDAY, 7 MAY 2026
... lead the firm's distribution function, working closely with existing and prospective clients to drive growth across adviser, private wealth, and institutional channels, Ten Cap said. Cheika brings nearly 15 years of experience across the financial ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
... head of platforms investment product development. Prior to BT, he spent four years at Mason Stevens, including as head of adviser services. At JANA, he will lead the wealth business strategy, strengthening advice, investment, operational and implementation ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... involving financial advice, advisers tend to perceive AI as inferior to themselves and perceive clients who consult an AI adviser as "less competent". Research author associate professor Gerri Spassova said learning a client has sought AI advice decreases ...

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
Vision Super is shutting its $24.5 million Diversified Bonds investment option due to low member demand. As at December 2025, the option represented less than 0.08% of total funds under management, Vision Super said, adding the trustee regularly reviews ...

Clearer distinction of advice required around aged care costs: Review

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
A recent review has outlined the need for a proper distinction between financial advice and information obtained from aged care providers when it comes to understanding the costs and financial impact of residential aged care accommodations. The Independent ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... focus on growing their client portfolios rather than navigating institutional constraints." The group plans to grow its adviser count to 50 over the next three years, saying the aim is to give advisers the autonomy they value, while clients benefit from ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... of key accounts. Coulter will focus on platform and institutional collaboration, APL positioning, and driving further adviser adoption of Generation Life's investment bond and investment-linked lifetime income solutions. He previously worked in senior ...

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... company Lazard announced last week it entered into an agreement to acquire Campbell Lutyens, a global private markets adviser focused on fund placement, secondary advisory, and general partner capital advisory services. Lazard plans to combine its existing ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

NEOS, TAL honoured at Life Insurance Awards

STAFF WRITER  |  FRIDAY, 1 MAY 2026
The insurers were recognised for excellence in adviser service and product innovation. At an event in Sydney last night, NEOS took home the 2026 Life Insurance Award for Excellence in Adviser Service, presented by Financial Standard. NEOS was selected ...