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Showing 291 - 300 of 9814 results for "Advisers"

Capital Haus acquires Adelaide advice firm, FUM to exceed $1bn

MATTHEW WAI  |  MONDAY, 1 DEC 2025
... manager, Capital Haus said. Both Baker Young and Capital Haus' existing clients will continue to work with the same personal advisers and service model. A new service for ultra-high-net-worth (UHNW) clients, Baker Young Private, will also be launched ...

Financially savvy Australians can add $1.2tn to wealth: Research

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... at age 65," the report read. The report pointed out the current disconnect in access to financial advice and called on advisers to deliver it through new and innovative forms, as well as embracing digital advice to bridge the existing capability gap ...

Morningstar widens private credit coverage, kicks off with Metrics

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
... private credit space with a big name like Metrics Credit Partners and is keen to expand coverage for funds utilised by advisers in the local market. He added that the local ratings team will leverage Morningstar's existing global research on the asset ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... trusted support and information. "The Advice Academy website has valuable information for career changers and future advisers who want to explore what a career in financial planning could look like. It explains why becoming a financial adviser is rewarding ...

Brookfield, GIC chase $4bn acquisition

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
... Commission and New Zealand Overseas Investment Office approvals. "The NSR board, together with its financial and legal advisers, carefully assessed the indicative proposal and determined it was in the best interests of security holders to grant the consortium ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... responsibilities. Hinze joined Koda in 2021 and has played a central role in shaping the client experience, working with advisers and the investment strategy group to strengthen the firm's investment capability and broaden access to global opportunities. ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... markets team, Anne Kuleshova has quit and is moving to London. Kuleshova landed at QIC after nine years at JANA Investment Advisers, where she was part of the infrastructure research team. Before joining JANA, she worked in mergers and acquisitions at ...

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025
... balanced quantitative rigor with the sort of practical wisdom that only comes from years of working directly with financial advisers and their clients. He brought a forensic approach to data-often spotting trends before they were obvious-and a rare ability ...

New funds distribution firm launches

ANGELIQUE MINAS  |  THURSDAY, 27 NOV 2025
... long-term returns, it said. "It was the right time. We're seeing a clear shift in portfolio construction priorities - advisers are looking for strategies that can deliver more consistent outcomes and help navigate the volatility in public markets," ...

Super funds continue to fail vulnerable members: UNSW

MATTHEW WAI  |  THURSDAY, 27 NOV 2025
... the bill will empower super funds to deliver better information, guidance and advice to members. Addressing financial advisers at the Financial Advice Association Australia (FAAA) Congress last week, minister for financial services Daniel Mulino struggled ...