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Showing 11 - 20 of 5643 results for "Financial Adviser"

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... indicated their commitment and focus to grow the newsletter and funds management business, including through the financial adviser market. The TIP funds management business follows the same value investing methodology as Intelligent Investor and will ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
ASIC has commenced civil penalty proceedings in the Federal Court against Equity Trustees Superannuation (ETSL), alleging failures in care, skill and diligence concerning the decision to allow members to invest in the First Guardian Master Fund. This ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Colonial First State (CFS) is plotting the "largest-ever" expansion of its retirement offerings through a multi-partner alliance to enhance retirement solutions. Developed with Challenger, Generation Life, and BlackRock, the partnerships transform product-led ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Financial advisers grapple finding a meaningful place for private credit in portfolios as investment experts urge them to carefully consider the risks of making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association ...

Russell Investments hires from BT

ELIZA BAVIN  |  TUESDAY, 19 MAY 2026
Russell Investments has welcomed a director of key accounts and platforms within the wealth team. Tonya Ripley has joined from BT where she was head of national accounts. Prior to that Ripley also held roles at HUB24 and AMP. "Tonya brings over 20-plus ...

Mulino targets retail investor protections, high-risk MISs: SIAA

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... sector, including the Compensation Scheme of Last Resort (CSLR), Delivering Better Financial Outcomes (DBFO) and financial adviser education pathways, as a broad piece of work. "What happened soon after I came into this role is that we saw the Shield ...

ACCC approves Zurich's ClearView takeover

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... insurance. ClearView primarily supplies these life insurance products under its ClearChoice brand and via the retail financial adviser channel. Zurich Financial Services is owned by Zurich Insurance Group, which is listed on the SIX Swiss Exchange. ClearView ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA  |  MONDAY, 18 MAY 2026
... held at the Melbourne Convention & Exhibition Centre on May 27-28. He is joined by Ethical Investment Advisers financial adviser Karen Macleod, U Ethical Investors stewardship manager Rachel Alembakis and RIAA acting manager for membership and engagement ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... Kee was contacted by lead generator Aus Super Compare or AusCompare and subsequently referred to an InterPrac financial adviser that moved her superannuation into First Guardian. Kee recently told Financial Standard she lost $380,000 of her retirement ...