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Showing 221 - 230 of 9814 results for "Advisers"

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... from artificial intelligence (AI) to improve productivity, supporting the consolidation of the industry, and ensuring advisers also price their services accordingly. "We want to continue to support them through our Investco joint venture with Merchant ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
... Office Access in a move that expands and strengthens its data and analytics offerings to wealth managers, insurers and advisers. Family Office Access provides a trove of family office research, and helps clients looking to raise capital, build strategic ...

Brookfield to acquire Peakstone Realty Trust

KARREN VERGARA  |  TUESDAY, 3 FEB 2026
... executive Michael Escalante said the board of trustees evaluated the proposed transaction with the assistance of external advisers and "determined that it achieves the best value and other terms reasonably available for shareholders and is in the best ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... submission read. "There is currently a gap between the number of individuals needing advice and the number of financial advisers available to close the gap." The body noted that the retirement sector, specifically in superannuation, has been changing ...

BT, Challenger to deliver retirement income suite

ANGELIQUE MINAS  |  MONDAY, 2 FEB 2026
... platform, BT said the initiative will create a fully integrated, end-to-end suite of retirement income solutions for advisers. In partnership with Challenger, IRESS will introduce new retirement modelling capability through its Xplan software, which ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON  |  FRIDAY, 30 JAN 2026
... million caps. It would be tidy if they did so, but I don't expect it," he concluded. Outlining considerations for financial advisers, Mills said it's important to consider the most appropriate time to commence a retirement phase pension and how to optimise ...

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ...

Investors to increase private market allocations: Hamilton Lane

ANGELIQUE MINAS  |  FRIDAY, 30 JAN 2026
... investors plan to increase private market allocations this year. The study found that 86% of the 390 global private market advisers surveyed plan to increase private market investments this year, with portfolio optimisation being the core driver. The ...

JANA hires from Russell Investments

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
JANA Investment Advisers has recruited a staffer from rival asset consultant Russell Investments. Oscar Lonergan joins as a senior client development director. JANA said the hire strengthens its support for not-for-profit and liability-aware investors ...

Nanuk AM hires former Lazard distribution lead

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
... Nanuk's strong relationships with the investment consulting and intermediary market. Nanuk AM said the appointment comes as advisers and clients seek exposure to companies riding global trends like digitalisation, electrification and sustainability. ...