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Showing 321 - 330 of 13209 results for "Adviser"

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

MATTHEW WAI  |  MONDAY, 1 DEC 2025
Capital Haus has acquired Adelaide's advice business Baker Young, with the firm to retain its brand and staff. Baker Young founders Alan Young and David Baker will remain in active advisory roles, as Capital Haus will also move its existing client to ...

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

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
New research has found that if all Australians were to reach a level of advanced financial capability, it could uplift aggregate household wealth by $1.2 trillion, equal to $122,950 per household. The Big Lift report by Deloitte in collaboration with ...

Morningstar widens private credit coverage, kicks off with Metrics

RIDDHIMA TALWANI  |  FRIDAY, 28 NOV 2025
Morningstar will kick start ratings coverage of Australian private credit and private equity funds from next year, picking Metrics Credit Partners for its first assessment. The research house said that while the private credit ratings will be available ...

FAAA's Advice Academy launches

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... advisers who want to explore what a career in financial planning could look like. It explains why becoming a financial adviser is rewarding on many levels, shares real stories from those who have made the transition, outlines what types of roles (and ...

Brookfield, GIC chase $4bn acquisition

ELIZA BAVIN  |  FRIDAY, 28 NOV 2025
Brookfield and GIC Investments have made a $4 billion bid for National Storage REIT (NSR). NSR confirmed it has received a proposal from Brookfield and GIC to acquire 100% to the REIT for $2.86 cash per stapled security. The proposal is subject to a ...

FEATURE | Agriculture: Golden soil

KARREN VERGARA  |  FRIDAY, 28 NOV 2025
... thematics without the headache of the day-to-day challenges that come with it," he says. Ballarat-based RSM financial adviser Kate Tierney, who specialises in providing financial advice for agri-clients, says bigger domestic factors are at play when ...

Top Koda Capital exec exits

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... Koda, Hinze spent nine years at AMP in several senior leadership roles, including general manager of AMP Advice, head of adviser advocacy during a major transformation program, and managing director of Charter Financial Planning. Earlier in her career ...

DASH reshapes leadership team

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
... its next growth spurt. The structural shift sees Terri Ho take on the role of chief risk officer, shifting from head of adviser solutions, while former chief commercial officer Mark Papendieck steps into the role of chief operating officer. Ho will oversee ...

Super moves: ART, TCorp, Future Fund, QIC

ELIZABETH FRY  |  THURSDAY, 27 NOV 2025
TCorp has recruited Lucas Hartmann as senior portfolio manager. Most recently, Hartmann served as head of equities, fixed income and alternatives at NGS Super for over eight years, where his responsibilities included implementing derivative overlays. ...

Rainmaker's John Dyall to retire

STAFF WRITERS  |  THURSDAY, 27 NOV 2025
... professional development circuit, regularly travelling around the country to present investment topics at PD days and adviser practices. His ability to engage audiences and make complex topics accessible made him a go-to presenter within the financial ...