Search Results | Showing 261 - 270 of 13232 results for "Adviser" |
| | | 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 ... |
| | | | ... 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 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 ... |
| | | | ... 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 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. ... |
| | | | 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 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 ... |
| | | | 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 ... |
| | | | Lazard Asset Management's former Australian retail sales chief has landed at a global equities specialist. Nanuk Asset Management has appointed Ben Granbery to a new role as key account manager. Based in Sydney, Granbery is tasked with continuing ... |
| | | | 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 ... |
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