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Showing 291 - 300 of 13219 results for "Adviser"

SEC slams proxy adviser 'oligopoly,' urges AI use

KARREN VERGARA  |  MONDAY, 12 JAN 2026
The Securities and Exchange Commission (SEC) has slammed the oligopolistic nature of the proxy adviser industry and floated the potential for artificial intelligence (AI) to upend their stronghold. Brian Daly, the director of the SEC's division of investment ...

Super moves: WATC, Medibank, HESTA, Future Fund

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
Western Australian Treasury Corporation has appointed Mathew McCrum as head of markets. McCrum joins from U Ethical Investors, where he spent nine months as a fixed income consultant. Before that, he managed fixed interest at UniSuper and spent two ...

Ord Minnett creates national practice manager role

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... Weaver will work with associate and private wealth advisers across Ord Minnett's 15 offices. His role is focused on adviser development, lifting capability across the firm and supporting more consistent client outcomes. The incoming national practice ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026
... investment processes," Satur said. "As demand for investment consulting services continues to grow, his understanding of adviser needs, platform integration and governance will be invaluable as we help clients build robust, future-proof investment frameworks." ...

M&A activity falls to two-year lows: LSEG

MATTHEW WAI  |  WEDNESDAY, 7 JAN 2026
... compared to last year. Notably, Goldman Sachs advised on US$26.2 billion ($38.9bn) in deals, and was named the top financial adviser, capturing 25.86% market share.

Temasek joins consortium to acquire Clearwater Analytics

KARREN VERGARA  |  TUESDAY, 6 JAN 2026
Temasek has joined a private equity consortium that will acquire Clearwater Analytics for US$8.4 billion ($12.5bn). The consortium led by private equity firms Permira and Warburg Pincus is offering US$24.55 per share for the NYSE-listed software company ...

Adviser of MWL, UGC banned for seven years

MATTHEW WAI  |  MONDAY, 22 DEC 2025
Melbourne-based financial adviser Louis Van Coppenhagen has been banned from providing financial services for seven years over a series of misconduct when he was an authorised representative of MWL Financial Services (MWL) and United Global Capital ...

Drummond Capital broadens access to private markets offering

MATTHEW WAI  |  FRIDAY, 19 DEC 2025
Drummond Capital Partners has expanded its private markets offering to retail investors, available on BT Panorama through IDPS and superannuation. The firm has also launched a new private income portfolio designed to support retirement income. The Drummond ...

Coastline Advice, Edge Advisory Partners to merge

ANGELIQUE MINAS  |  FRIDAY, 19 DEC 2025
... portfolio, AZ NGA initially gained a minority interest in Edge Advisory Partners, led by managing director and financial adviser Shaun McWilliam. This month, it increased its stake in Edge Advisory Partners and partnered with Coastline Advice, led by ...

Most read in 2025: Financial advice

STAFF WRITER  |  FRIDAY, 19 DEC 2025
... can collectively charge for. However, despite the wait, some elements of the expected reforms were missing. 5. ASIC bans adviser fraudster found with child abuse material A Brisbane-based financial adviser was banned after being found guilty of stealing ...