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Showing 11 - 20 of 4647 results for "financial advisers"

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... excited to join VBP and grow the group's position as a leading specialist of outsourced services and solutions to financial advisers and accountants," Fisher said. "VBP is also passionate about being a great place to work and providing career development ...

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
... 40-year pedigree in the Australian market in designing, constructing and managing investment solutions for financial advisers, and I look forward to contributing to the next phase of growth." Last month Russell Investments also appointed a new head of ...

ACCC approves Zurich's ClearView takeover

KARREN VERGARA  |  MONDAY, 18 MAY 2026
The Australian Competition and Consumer Commission (ACCC) has given Zurich Financial Services its blessing to acquire ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share to value the takeover at about $425 million. ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... Xavier Jeans joins Channel Capital to help strengthen the group's distribution arm, with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients across ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant at Aequitas Investment Partners, a Melbourne-based ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... construction and fund selection processes underpinning the private markets platform, which is designed to give financial advisers and wholesale investors diversified exposure to private markets including private equity, private credit and real assets. ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
Aware Super is introducing better support to financial advisers as it antes up the delivery of education with licensees and advisers, in a move to expand its advice relationships capability. To better focus on the initiative, the $235 billion super ...

Investors the biggest losers in 2026 Budget

KARREN VERGARA  |  WEDNESDAY, 13 MAY 2026
... "Tax changes should not make that pathway harder," Waterhouse added. Experts in financial services, such as financial advisers and accountants, will have their work cut out, scrambling to help clients get their affairs in order prior to several changes ...

Product showcase: A guaranteed future

THE FINANCIAL STANDARD TEAM  |  MONDAY, 11 MAY 2026
... risk to retirement may not be markets, but strategies that haven't kept pace with today's needs. For financial advisers who want to stay at the leading edge, Allianz Retire+ offers a compelling solution. Retirement income products and annuities ...