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Showing 171 - 180 of 13293 results for "adviser"

Former adviser takes on investment role

MATTHEW WAI  |  TUESDAY, 28 APR 2026
Aequitas Investment Partners has welcomed a seasoned financial adviser to the role of head of investment delivery to continue to bolster its investment and governance capabilities. In her new role, Allirah Rehac will be responsible for portfolio implementation ...

Unprecedented times need growth and resilience: SIAA

KARREN VERGARA  |  FRIDAY, 24 APR 2026
During unprecedented times, it is important for the financial services industry to balance growth and resilience amid regulatory reforms, the rise of artificial intelligence and an ever-changing geopolitical landscape, according to the Stockbrokers ...

Australians favour international equity ETFs despite conflict

RIDDHIMA TALWANI  |  FRIDAY, 24 APR 2026
Australians continued to favour international equity ETFs in the first quarter of 2026, investing $6.9 billion in the category despite escalating tensions in the Middle East. ASX-listed ETFs reached record flows of $15.2 billion in the first quarter ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... divestment. "Your business might be making up 60% or 70% of your net worth... I don't think there'll be an investment adviser on the planet that would advise you to have that amount in one asset, particularly in an illiquid asset that carries intrinsic ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
... reasonable action on such risks. Ahead of the annual conference in Melbourne next month, Ethical Investment Advisers financial adviser Karen Macleod says it is important for the investment community to be aware of and address modern-day slavery and human ...

Australian Unity adds Betashares ETFs to bond offerings

RIDDHIMA TALWANI  |  THURSDAY, 23 APR 2026
Australian Unity will include 11 Betashares ETFs on its Lifeplan Investment Bond menu, the first time ETFs have been accessible via its investment bond range. The 11 Betashares ETFs added to the menu invest across growth and defensive assets, spanning ...

ASIC bans another former MWL adviser

ELIZA BAVIN  |  THURSDAY, 23 APR 2026
ASIC has banned Sydney-based former financial adviser John Morgan from providing financial services, controlling an entity that carries on a financial services business or performing any function involved in the carrying on of a financial services business ...

APAC investments chief for Morningstar IM resigns

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
Morningstar Investment Management's chief investment officer for Asia Pacific will shortly leave the post to pursue other opportunities. Matt Wacher was appointed to the role in 2019 and will finish up in late May. Wacher is also the chair of Morningstar's ...

arcpoint OCIO wins three mandates

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... provide portfolio design. At licensee support firm Capella Advisory, arcpoint will provide a managed accounts solution and adviser toolkit. For financial consulting firm United Advisory, arcpoint will deliver a portfolio solution. arcpoint chief executive ...

Praemium progresses automation, finalises local job cuts

KARREN VERGARA  |  WEDNESDAY, 22 APR 2026
... Praemium chief executive Anthony Wamsteker said: "The March quarter delivered strong net flows into Spectrum, reflecting adviser confidence in the platform and validating our strategic focus on the HNW segment. This demand highlights the breadth and ...