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Showing 231 - 240 of 13206 results for "Adviser"

BTC Markets names chief executive

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
... frameworks that are now taking shape in Australia." Meanwhile, joining from Digital Finance CRC, Stonham leaves his role as an adviser to serve as chief commercial officer at BTC Markets. Previously, Stonham held senior leadership roles at the ASX and ...

Advisers need more support: FAAA submission

ANGELIQUE MINAS  |  THURSDAY, 5 FEB 2026
... regulatory red tape, while supporting consumer protections. The FAAA urged the federal government to address the drop in adviser numbers, ensuring the supply of professional financial advisers meets the increasing demand. Recognising the inflexible education ...

Pinnacle takes over Pacific Asset Management

KARREN VERGARA  |  WEDNESDAY, 4 FEB 2026
... growth-orientated asset manager has $27.3 billion in funds under management (FUM). It operates two core streams: technology-enabled adviser solutions and single-manager solutions. The single-manager solutions offer equity, credit and liquid alternative ...

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

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... positive", and while Cullen did not disclose the exact size of the business after the rebrand, Vesta Wealth Partners senior adviser Michael Pelosi has moved into the role of practice principal, and Daniel Kirk has joined as principal financial adviser. ...

ISS MI acquires Family Office Access

STAFF WRITER  |  WEDNESDAY, 4 FEB 2026
ISS Market Intelligence (ISS MI) has acquired Family 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 ...

Interprac ordered to pay $120k over Shield advice, blames Macquarie

MATTHEW WAI  |  TUESDAY, 3 FEB 2026
... pursue the loss in investment earnings with the trustee. However, upon assessing the complaint, the AFCA panel found the adviser did not make reasonable inquiries into the complainant's circumstances, and failed to adequately understand the super platform ...

Brookfield to acquire Peakstone Realty Trust

KARREN VERGARA  |  TUESDAY, 3 FEB 2026
Brookfield Asset Management will acquire industrial property investor Peakstone Realty Trust for US$1.2 billion. NYSE-listed Peakstone owns and operates industrial outdoor storage (IOS) and traditional industrial properties. Last December, Peakstone ...

Chartered accountants should be allowed to provide advice: CA ANZ

MATTHEW WAI  |  MONDAY, 2 FEB 2026
... these costs are considered," the submission said. As a solution, CA ANZ is calling on the government to review financial adviser education standards to create new avenues for advice and allow chartered accountants to provide strategic financial advice ...

BT, Challenger to deliver retirement income suite

ANGELIQUE MINAS  |  MONDAY, 2 FEB 2026
BT Financial Group (BT) will expand its longstanding partnership with Challenger to deliver a range of retirement income solutions on BT Panorama. To be released in two stages, BT plans to launch a lifetime super feature in the second half of 2026. ...

Transfer balance cap to rise to $2.1m

JAMIE WILLIAMSON  |  FRIDAY, 30 JAN 2026
Following the release of the Consumer Price Index (CPI) figures this week, the superannuation transfer balance cap (TBC) will increase on July 1. Australian Bureau of Statistics (ABS) data showed CPI rose to 3.8% in the 12 months to December 2025, up ...