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Showing 271 - 280 of 13206 results for "Adviser"

First batch of specialist advisers graduate SMSFA program

RIDDHIMA TALWANI  |  FRIDAY, 16 JAN 2026
... SMSF Association has seen the graduation of the first cohort of specialist advisers under its revamped SMSF Specialist Adviser (SSA) accreditation. A total of 37 participants completed the program. Since its inception, more than 2300 professionals have ...

Fairlight adds Sydney partner

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
Fairlight Capital Partners has appointed a new partner as it continues to tap into the Australian adviser and family office markets. William George joins the employee-owned firm from his role as associate director of The Table Club, an Australian family ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026
... Abraham earlier worked at Wentworth Securities as head of trading and portfolio management, at Lonsec as an investment adviser and at Morgan Stanley Smith Barney as a financial adviser. Morningstar Australia country leader Chris Galloway said the appointments ...

Advisers 'positioned to thrive' in 2026

ANGELIQUE MINAS  |  THURSDAY, 15 JAN 2026
... landscape, positioning and sector focus, and portfolio construction and global allocation. Fradley Advice specialist financial adviser Nathan Fradley anticipates 2026 going one of two ways, saying "it's going to be a big year of distraction and opportunity". ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
Betashares aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio ...

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... managing partner. Moon was formerly an executive director at Morgan Stanley for 13 years and was a licensed financial adviser there between 2012 and 2021. He also spent time at UBS, Macquarie and LGT Wealth Management. The firm, which has offices in ...

Trump 'playing with fire' over Fed indictment threat

ELIZA BAVIN  |  TUESDAY, 13 JAN 2026
... that determine mortgage rates and most corporate borrowing costs. Rumours that President Trump may nominate his economic adviser, Kevin Hassett, as the next Fed chair will do little to reassure markets about the Fed's independence." The US 10-year Treasury ...

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026
The Securities and Exchange Commission (SEC) has slammed the oligopolistic nature of the proxy adviser industry and floated the potential for artificial intelligence (AI) to upend their stronghold. Brian Daly, the director of the SEC's division of investment ...

Super moves: WATC, Medibank, HESTA, Future Fund

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Western Australian Treasury Corporation has appointed Mathew McCrum as head of markets. McCrum joins from U Ethical Investors, where he spent nine months as a fixed income consultant. Before that, he managed fixed interest at UniSuper and spent two ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His role is focused on adviser development, lifting capability across the firm and supporting more consistent client outcomes. The incoming national practice ...