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Showing 221 - 230 of 10414 results for "Advice"

Ascalon turbocharges team with Zenith hire

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
Ascalon Capital is expanding its institutional advice offering with the appointment of an executive general manager of asset consulting. The consultant has confirmed the appointment of Steven Tang who brings experience in portfolio construction, investment ...

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... leadership team, appointing a chief growth officer and chief product officer to drive its next phase of growth. The financial advice software firm has recruited James Louw as chief growth officer, while Sarah Murray will oversee products. Louw joins ...

Longreach Capital strengthens private wealth

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... months ago, Longreach Alternatives has grown from approximately $3 billion to over $5 billion in assets under management and advice, reflecting strong demand for private markets and alternative investments. Longreach Alternatives founder Sam Mann and ...

Perpetual staffer lands CIO role

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026
... worked with Lee at Findex, where they both served on the investment committee. Barter said providing independent investment advice to clients - rather than outsourcing it - was a priority for Allied Wealth. "We are growing rapidly, and wanted to get ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
... (IFS) has launched a "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities and super fund expectations ...

bfinance names new managing director, insurance lead

ELIZA BAVIN  |  THURSDAY, 22 JAN 2026
... capabilities. Speaking on his appointment Rastogi said bfinance has a long-standing reputation for independent and rigorous advice. "The research pedigree and unique client-centric business model resonate deeply with insurers' own commitment to delivering ...

DASH adds two new executives to C-suite

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... roles integrating AI products and services. DASH said the new role exhibits the firm's commitment to delivering connected, advice-centric technology across its platform and software ecosystem. DASH chief executive Andrew Whelan said: "Sarah brings strong ...

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... growing geopolitical tensions. One of the major opportunities in 2026 that is tipped to garner huge demand for financial advice is retirement. "There is a strong demand for advice which we only see getting stronger as more people age and retire," Evalesco ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... the Institute of Managed Account Professionals (IMAP), reflected surging demand for solutions for efficiency of financial advice with institutional-grade investment portfolios. Commenting, Betashares chief executive Alex Vynokur said advisers continue ...

Alexis George to retire, new AMP chief named

JAMIE WILLIAMSON  |  TUESDAY, 20 JAN 2026
... involving several senior executives. Her tenure marked a major reset for AMP, offloading its life insurance and financial advice businesses, as well as completing the sale of AMP Capital, and settling a number of class actions. She said stepping back ...