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Showing 171 - 180 of 13206 results for "Adviser"

Evidentia names chief investment strategist

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
Evidentia Group has appointed a new chief investment strategist, effective early April. Gareth Aird will join early next month to lead the firm's macroeconomic research capabilities, including strong focus on interest rates, inflation, currency movements ...

Cbus calls for tax reform on TPD payouts in pre-Budget submission

ELIZA BAVIN  |  WEDNESDAY, 4 MAR 2026
... marketing, require explicit informed consent before member data is used or transferred for super related purposes and ban adviser referral payments to lead generators." Additionally, the fund called for improved transparency for financial products to ...

Silvercrest AM expands into Australia, launches fund

ELIZA BAVIN  |  TUESDAY, 3 MAR 2026
... North America," Gray said. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has seven additional offices in the United States, an office in Singapore, and team ...

MLC completes full Retirement Boost rollout for advisers

RIDDHIMA TALWANI  |  MONDAY, 2 MAR 2026
MLC Expand has rolled out the retirement phase of its Retirement Boost offering announced last year. It had soft launched the product's saving phase in August in partnership with TAL and Challenger. Advisers can now recommend MLC Retirement Boost ...

Research reveals 'alarming spike' in super switching

ELIZA BAVIN  |  FRIDAY, 27 FEB 2026
... Australians' financial wellbeing and to their confidence at retirement - and great advice from a professional financial adviser can make a very positive difference." Schubert said the patterns in the data suggest the effect of other influences. "Alarm ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
A new report revealed an uplift in adviser expectations across functionality, service and security from their platform providers. The Investment Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... a fully franked interim dividend of 0.25 cents per share, payable on March 26. The performance was driven by increased adviser productivity and continued growth in adviser and practice revenues, operating leverage benefits from cost management, technology ...

Aware Super launches digital advice tool

ELIZA BAVIN  |  THURSDAY, 26 FEB 2026
... is the integration of human help into the Retirement Manager experience, with users able to book an appointment with an adviser within the platform to discuss and further refine their plan if they need to," Aware Super said. Travis noted that while Aware ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
Generation Life has expanded its investment menu with five new options across private markets, geared strategies and global small caps. It said the enhancements provides investor access to asset classes traditionally reserved for institutional investors ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... consultants. arcpoint OCIO said its offering is designed to support advisers in the evolving environment and to ensure the adviser's philosophy is retained consistently amid change. "The demands on adviser-led practices have become increasingly complex. ...