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Showing 171 - 180 of 9814 results for "Advisers"

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... adviser for short periods at Aware Super and Equip Super. After leaving MWL she was authorised by Consultum Financial Advisers for just over a month. "ASIC has reason to believe that Terheci is not a fit and proper person, is not adequately trained or ...

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
... to about 83,000. The Associated Press reported Morgan Stanley's job cuts would not impact the firm's financial advisers, rather employees who provide support functions inside the profitable wealth management division. A person familiar with the ...

Evidentia names chief investment strategist

MATTHEW WAI  |  THURSDAY, 5 MAR 2026
... including strong focus on interest rates, inflation, currency movements and global market forces. He will also support advisers with insights on portfolio positioning, helping them to guide clients through changing economic conditions with confidence ...

MLC completes full Retirement Boost rollout for advisers

RIDDHIMA TALWANI  |  MONDAY, 2 MAR 2026
... 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 as a complete solution, including the retirement and savings income phases, to ...

Platform cybersecurity, service quality now advisers' deciding factors

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... Trends' 2025 Platform Competitive Analysis and Benchmarking Report reflected a more demanding assessment framework from advisers, as efficiency pressures from client-facing activities continue to shape adviser behaviour. More than 20% of advisers now ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... reserved for institutional investors, adding greater choice and deepening diversification for investors and financial advisers seeking tax-efficient portfolio construction. "Investor expectations have changed. People want access to the tools and opportunities ...

Former Mason Stevens investments lead sets up own OCIO

JAMIE WILLIAMSON  |  WEDNESDAY, 25 FEB 2026
... The business aims to provide differentiated investment outcomes, including via individually managed accounts, giving advisers and high-net-worth clients access to institutional-grade expertise, it said. In addition to being founder, Fernley serves as ...

GDG reports record FUM growth, eyes stronger second half

MATTHEW WAI  |  WEDNESDAY, 25 FEB 2026
... billion and maintained "its leading position with 60% market share of inflows", which was supported by a record number of advisers using investment bonds, it said. The business remains "very confident" on the structural growth opportunity ahead, including ...

Channel Capital launches credit fund for wholesale investors

ELIZA BAVIN  |  TUESDAY, 24 FEB 2026
... future opportunities," head of Wellington Management Australia Caitlin Hollebone said. "We believe the fund may suit advisers seeking a total portfolio solution that aims to deliver higher-yielding opportunities while managing risk through cycles." Channel ...

Sequoia weighs InterPrac's fate, launches review

KARREN VERGARA  |  TUESDAY, 24 FEB 2026
... broader advice market. "In recent times we have seen five platforms and two insurers remove access to new business for advisers operating under InterPrac," he said. "Adviser resignations and decisions by certain platforms to restrict new business and ...