Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 398 results for "Investment adviser"

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

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Assistant treasurer Daniel Mulino will target the flow of retail investor money into high-risk managed investment schemes (MIS), the Stockbrokers and Investment Advisers Association (SIAA) Conference heard this morning, flagging how regulators will ...

Combating modern slavery difficult but not impossible: RIAA

KARREN VERGARA  |  MONDAY, 18 MAY 2026
While it might be challenging to construct a truly modern-slavery-risk free investment portfolio, it is not impossible, a sustainability expert says, who will help wealth managers combat such risks at next week's Responsible Investment Association ...

Mulino, Hogan headline 2026 SIAA Conference

KARREN VERGARA  |  MONDAY, 11 MAY 2026
The Stockbrokers and Investment Advisers Association (SIAA) Conference will soon unveil several, new key initiatives and research, while the minister for financial services and his counterpart will provide updates on critical reforms at the annual conference. ...

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
The asset consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...

Unprecedented times need growth and resilience: SIAA

KARREN VERGARA  |  FRIDAY, 24 APR 2026
During unprecedented times, it is important for the financial services industry to balance growth and resilience amid regulatory reforms, the rise of artificial intelligence and an ever-changing geopolitical landscape, according to the Stockbrokers ...

Why advisers should enter world of exit planning

MATTHEW WAI  |  FRIDAY, 24 APR 2026
... divestment. "Your business might be making up 60% or 70% of your net worth... I don't think there'll be an investment adviser on the planet that would advise you to have that amount in one asset, particularly in an illiquid asset that carries intrinsic ...

Addressing modern slavery risks more critical than ever: RIAA

KARREN VERGARA  |  THURSDAY, 23 APR 2026
This year's Responsible Investment Association Australasia (RIAA) Conference will help financial services professionals address modern slavery risk in portfolios, particularly as new laws propose entities should identify and take reasonable action ...

Fidelity expands ESG role

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026
... current and future clients. Jaramillo joined Fidelity in August 2021. Before that, she was a senior responsible investment adviser at HESTA, the $101 billion industry fund for health and community workers. At HESTA, she set up the investor-led initiative ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
Treasury is proposing to overhaul the curriculum and learning outcomes for new entrants in financial advice, admitting that current requirements are "excessive compared to other professions". The new consultation proposes the pathway to becoming a financial ...