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Showing 371 - 380 of 13302 results for "adviser"

Granite Bay Private Wealth launches, taps BlackRock

KARREN VERGARA  |  WEDNESDAY, 14 JAN 2026
... managing partner. Moon was formerly an executive director at Morgan Stanley for 13 years and was a licensed financial adviser there between 2012 and 2021. He also spent time at UBS, Macquarie and LGT Wealth Management. The firm, which has offices in ...

Betashares launches retirement income SMAs on CFS Edge

MATTHEW WAI  |  WEDNESDAY, 14 JAN 2026
Betashares aims to offer retirees an enhanced income of 2% p.a. above traditional benchmark portfolios through separately managed accounts (SMAs) on the CFS Edge platform. The SMAs leverage Betashares' institutional-grade investment solutions and portfolio ...

Trump 'playing with fire' over Fed indictment threat

ELIZA BAVIN  |  TUESDAY, 13 JAN 2026
... that determine mortgage rates and most corporate borrowing costs. Rumours that President Trump may nominate his economic adviser, Kevin Hassett, as the next Fed chair will do little to reassure markets about the Fed's independence." The US 10-year Treasury ...

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 ...