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Showing 161 - 170 of 13209 results for "adviser"

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 ...

ASIC has 'strong appetite' to hold boards to account

ELIZA BAVIN  |  WEDNESDAY, 11 MAR 2026
Following the landmark Federal Court decision in the case ASIC brought against Star Entertainment, ASIC chair Joe Longo said the regulator will not shy away from holding company directors to account. The Federal Court found two former senior executives ...

Interprac sues AFCA over Shield determination

JAMIE WILLIAMSON  |  TUESDAY, 10 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 most of it in Shield. Interprac denied it was at fault and refused to compensate the client, saying Macquarie's ...

Colter Bay Capital opens doors, launches private credit fund

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
... South Wales premier and treasurer Nick Greiner and Kirk West act as strategic advisers, while Luke Copley serves as an adviser. "The US private credit market has taken decades to reach 7% of total credit; Australia sits at 0.2%. That gap represents an ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
... of professional standards, hiring from Count. Phil Creswell has joined the national advice group, where he will oversee adviser audits, quality advice coaching, business health checks and adviser support, helping to ensure Infocus' governance framework ...

Brisbane financial adviser appears in court on dishonesty charges

RIDDHIMA TALWANI  |  TUESDAY, 10 MAR 2026
Brisbane financial adviser Sunny Mahendra Prakash appeared in the city's Magistrates Court on March 6 to face multiple charges of dishonesty offences. Prakash is a director of Principal Financial Services, Self-Managed Super, Provest Enterprises, and ...