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Showing 311 - 320 of 9962 results for "advisers"

Super tax changes shake HNWs' retirement confidence: Report

JAMIE WILLIAMSON  |  MONDAY, 16 MAR 2026
... Division 296 tax, have left HNWs feeling less confident than they did in 2022. Surveying over 650 HNWs and 354 financial advisers, Generation Life found 71% feel less financially secure, while 69% are less confident they'll be able to retire comfortably. ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients.

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... appointment reflects Generation Life's continued investment in growing its distribution footprint and supporting advisers with solutions such as investment bonds and retirement products," he added. Rozis brings close to a decade of experience in ...

Warakirri bolsters distribution squad

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... relationships across the retail and wholesale markets. Rory's client-first approach aligns well with sophisticated advisers who are demanding differentiated, quality solutions." "Our recently announced strategic partnership with ClariVest Asset Management ...

SMSFs continue to demonstrate competitive edge: Data

JAMIE WILLIAMSON  |  THURSDAY, 12 MAR 2026
... underperform. That variability reinforces why professional advice is so critical for trustees. Trustees who engage professional advisers are better positioned to manage risk, make informed decisions and adapt their strategies as markets and regulations ...

ASIC has 'strong appetite' to hold boards to account

ELIZA BAVIN  |  WEDNESDAY, 11 MAR 2026
... directors' duties - quite the opposite in fact. I think it will be studied by directors, executive management, and their advisers for years to come," Longo said. "There is much in Justice Lee's judgment that is noteworthy. For me, there are three key ...

Colter Bay Capital opens doors, launches private credit fund

KARREN VERGARA  |  TUESDAY, 10 MAR 2026
... Sean Garman chairs the board. Former New South Wales premier and treasurer Nick Greiner and Kirk West act as strategic advisers, while Luke Copley serves as an adviser. "The US private credit market has taken decades to reach 7% of total credit; Australia ...

Infocus reinforces focus on adviser support, governance with new hire

MATTHEW WAI  |  TUESDAY, 10 MAR 2026
... 16 years. Infocus founder and managing director Darren Steinhardt welcomed the appointment. "Infocus exists to support advisers in running high-quality businesses so they can focus on delivering the best outcomes for their clients," Steinhardt said. ...

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... adviser for short periods at Aware Super and Equip Super. After leaving MWL she was authorised by Consultum Financial Advisers for just over a month. "ASIC has reason to believe that Terheci is not a fit and proper person, is not adequately trained or ...

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
... to about 83,000. The Associated Press reported Morgan Stanley's job cuts would not impact the firm's financial advisers, rather employees who provide support functions inside the profitable wealth management division. A person familiar with the ...