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Showing 241 - 250 of 13213 results for "adviser"

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 ...

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
The Hamilton Lane 2026 Global Private Wealth Survey identified private wealth 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 ...

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 ...