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Showing 281 - 290 of 16368 results for "Client"

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
Nowinfinity general manager Kate Anderson said upcoming regulatory changes will have a significant impact on compliance for self-managed superannuation funds (SMSF) and advised professionals to stay alert. With Division 296, AML/CTF Tranche 2, and Payday ...

Aged care misinformation poses opportunity for advisers

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
... trying to help. "Anybody who's a dabbler can be doing more harm than good. You need to consider your business, your client base, and what you want to do if this is not where you want to be an expert," she said. If that is the case, Biti urged financial ...

Advisers at the forefront of elder financial abuse prevention

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
Often on the frontlines of dealing with an ageing client base, financial advisers have the obligation to identify, safeguard and respond to elder and financial abuse. This is according to Pitcher Partners client director of estate planning Anna Hacker ...

Product showcase: Strength amid noise

STAFF WRITER  |  FRIDAY, 20 FEB 2026
Brought to you by La Trobe Financial. Despite a constantly shifting political landscape, US private credit is still an attractive option for investors looking to break into the sector, according to La Trobe Financial chief investment officer Chris Paton. ...

SMSF advice guidelines require improvement: AFCA

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
The Australian Financial Complaints Authority (AFCA) has vented its frustration over ASIC's recommendations for financial advisers around self-managed superannuation funds (SMSF), claiming some suggestions were not "done well at all." In INFO SHEET ...

SMSFs avoid advisers due to lack of asset-specific support

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
The lack of asset-specific advice is increasing the advice gap for SMSFs in Australia, an expert said at the SMSF Association (SMSFA) Conference. During a panel discussion, Easy Super director Natalia Clack said she understood that financial advisers ...

Oaktree sales exec lands at Ares

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
Winnie Ramos, Oaktree Capital Management's local head of institutional sales, has joined Ares Management. A senior vice president at Oaktree, Ramos will serve as managing director and head of relationship management for Australia and New Zealand ...

Harry Mitchell joins Investment Trends

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
Harry Mitchell, the former Iress deputy chief executive, has joined research firm Investment Trends as an executive director on its advisory board. He will work alongside chief executive Eric Blewitt, bringing "fresh eyes" to the business that will ...

Ex-Zenith partner joins private assets platform

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
FinCap Australia has appointed a new head of portfolio construction and investment solutions for its private assets managed accounts (PAMA) platform, designed for wholesale and professional investors. Ben Davis brings more than 25 years' experience ...

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
A former HESTA portfolio construction and risk manager has emerged at Australian Retirement Trust. Australia's second-largest superannuation fund has appointed Michael Sommers as senior portfolio manager, opportunistic strategies. Sommers' mandate ...