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Showing 171 - 180 of 10490 results for "SET"

Aged care misinformation poses opportunity for advisers

KARREN VERGARA | FRIDAY, 20 FEB 2026

... There's a lot of manual stuff being done [and] a lot of staff who have no idea what they're doing," she said. Another set of "offenders" are aged care providers. "We are seeing clients go to aged care providers who are doing calculations with ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA | FRIDAY, 20 FEB 2026

... Meanwhile, new research from Dementia Australia estimates that those living with dementia in 2026 increased to 446,500 and is set to more than double by 2065. Many clients of financial advisers, lawyers and accountants will be affected, Hacker said ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY | THURSDAY, 19 FEB 2026

... He joins from Ascalon Capital Partners, where he was head of private markets for seven months helping the asset consultant set up that function. But Davis is perhaps most recognised for his more than two decades at Zenith Investment Partners, At Zenith ...

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY | THURSDAY, 19 FEB 2026

... was also a member of the investment leadership team. Most recently, Michael worked at Redholme Advisory, a consultancy he set up when he left HESTA. Before his four years with the superannuation fund, Sommers spent seven years at Frontier Advisors as ...

Most sought-after professionals revealed

ELIZA BAVIN | THURSDAY, 19 FEB 2026

... around $325,000. But it's the booming private equity sector that is dishing out the big bucks, with managing directors set to take home around $412,000 a year plus super. However, the most sought-after professionals are those working within risk ...

SMSF advice requires specialist skills, professional judgement: SMSFA

KARREN VERGARA | THURSDAY, 19 FEB 2026

... justify recommending an SMSF "without exploring what that notion of control meant to the client." In one case, an adviser set up an SMSF for a client to facilitate investments into an in-house managed account. This is the point where SMSF advice and ...

Advisers lose lead in SMSF establishments: Panel

KARREN VERGARA | WEDNESDAY, 18 FEB 2026

... uninformed," Clack said. "When we talk about advice, we have to understand that there is an advice gap in Australia. If I want to set up an SMSF to invest in property and go to my financial adviser, they cannot advise on the property," she said, noting ...

MA Financial expands hospitality portfolio in NZ

MATTHEW WAI | TUESDAY, 17 FEB 2026

MA Financial has acquired the Republic Hospitality portfolio in Queenstown for the MA NZ Growth Fund, an investment option for its Active Investor Plus (AIP) Visa program to streamline the pathway to residency for high-net-worth investors. The MA NZ ...

HNWs, retirees key battlegrounds for platforms: SuitabilityHub

KARREN VERGARA | MONDAY, 16 FEB 2026

... The race to deliver the best solutions for financial advisers catering to the high-net-worth (HNW) and retiree segments will set platform providers apart, according to SuitabilityHub. The annual Platform Market Wrap Report revealed HNWs are the "strategic ...

AustralianSuper calls for reform in pre-Budget submission

ELIZA BAVIN | MONDAY, 16 FEB 2026

AustralianSuper has made six reform requests to the government ahead of the Federal Budget, which is set to be delivered in May. AustralianSuper head of corporate affairs Steve McMillan said the pre-Budget submission "focuses on reforms that will enhance ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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