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Showing 11 - 20 of 13221 results for "Adviser"

T. Rowe Price names head of intermediary for Australia

MATTHEW WAI  |  WEDNESDAY, 10 JUN 2026
... with T. Rowe Price as business development manager for financial institutions where he was instrumental in strengthening adviser relationships, T. Rowe Price said. He was also stationed in AMP Capital, J.P. Morgan Asset Management and Asset Alliance ...

Former Brite Advisors responsible manager banned

VINNY VUCAGO  |  WEDNESDAY, 10 JUN 2026
... years, including responsible manager from July 2017, authorised representative from December 2020 to April 2025, financial adviser from December 2020 to December 2021, and consultant between July 2022 and October 2023. The banning order marks the latest ...

FEATURE | Aged care: The longevity dividend

ELIZA BAVIN  |  TUESDAY, 9 JUN 2026
... Australia - there is an opportunity for advisers to help the aged care sector at home be more sustainable. JBWere investment adviser Casey Ratcliffe works with aged care organisations to help them invest and create a more sustainable business. "With ...

Franklin Templeton's Western AM hit with US$100m penalty

KARREN VERGARA  |  TUESDAY, 9 JUN 2026
Franklin Templeton's Western Asset Management has been hit with a whopping US$100 million penalty for failing to detect and prevent its former co-chief investment officer's alleged cherry-picking scheme. The order follows the SEC's 2024 ...

Betashares launches Australian bond ETF

VINNY VUCAGO  |  TUESDAY, 9 JUN 2026
Betashares has expanded its fixed income offering with the launch of the Bloomberg AusBond Composite ETF (ASX: COMP), with a management fee of 0.07% per annum. The fund aims to track the Bloomberg AusBond Composite 0+ Yr Index, often referenced by superannuation ...

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI  |  FRIDAY, 5 JUN 2026
... its restricted self-managed superannuation fund (SMSF)/limited-advice service, losing some 26 advisers on the Financial Adviser Register (FAR), latest data shows. Padua WealthData's weekly adviser update shows that Count now has 527 advisers - from ...

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA  |  FRIDAY, 5 JUN 2026
Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million. The ASX-listed wealth firm said BMO made the confidential, non-binding and conditional proposal to ...

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO  |  WEDNESDAY, 3 JUN 2026
Brookfield has expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure ...