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Showing 231 - 240 of 10422 results for "advice"

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 ...

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 ...

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 ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... interest in having a diverse range of products available on the superannuation platforms for selection on the personalised advice of a financial adviser made that risk acceptable in the circumstances," the summary read. EQT concluded that "ASIC has not ...

Active fund managers endure fee pressures, dominate mandates: Study

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... institutional products in some asset classes," said Callan director of research Ivan 'Butch' Cliff said. Callan's funds under advice comes to more than US$3 trillion in total.