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Showing 21 - 30 of 13204 results for "Adviser"

Bridgewest Ventures lands in Australia

KARREN VERGARA | MONDAY, 25 MAY 2026

... materials and clean technology that operate across New Zealand and Australia. John van der Wielen was hired to be a senior adviser to Bridgewest Venture, as well as lead the Australian distribution strategy. The Bridgewest Venture Fund I LP is aiming ...

Super fund-backed AFSL adviser numbers drop: Rainmaker

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... Information reviewed a number of funds including Australian Retirement Trust, Aware Super and HESTA and found combined adviser numbers fell from 687 in March 2021 to 501 by March 2026. "This contraction contrasts sharply with the expansion in both membership ...

Proposed CGT reforms could upend HNW low advice demand

KARREN VERGARA | FRIDAY, 22 MAY 2026

... pool of wealth estimated to be worth a whopping $4.4 trillion, yet only one quarter employ the services of a financial adviser, new research finds, but Labor's proposed tax reforms could change this. A survey conducted by the Stockbrokers and Investment ...

Feature: Private credit | The fine print

RIDDHIMA TALWANI | FRIDAY, 22 MAY 2026

... credit funds. Torrington says a lot of the money going into private credit is also coming through wealth investors from the adviser channel. At present, a wholesale investor is someone with net assets of at least $2.5 million or a gross income for each ...

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI | THURSDAY, 21 MAY 2026

The insurer found that market volatility, and inadequate savings are no longer the greatest threats to retirement outcomes, rather, it comes down to hesitancy to make the decisions retirement requires. Allianz Retire+'s The two-chapter retirement report ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI | THURSDAY, 21 MAY 2026

... indicated their commitment and focus to grow the newsletter and funds management business, including through the financial adviser market. The TIP funds management business follows the same value investing methodology as Intelligent Investor and will ...

HUB24 expands retirement options with TAL

MATTHEW WAI | THURSDAY, 21 MAY 2026

HUB24 has launched a lifetime super solution with life insurer TAL, available through HUB24 Super. The new offering meets the requirements of an Innovative Retirement Income Stream (IRIS) and provides access to concessional Centrelink treatment when ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN | THURSDAY, 21 MAY 2026

ASIC has commenced civil penalty proceedings in the Federal Court against Equity Trustees Superannuation (ETSL), alleging failures in care, skill and diligence concerning the decision to allow members to invest in the First Guardian Master Fund. This ...

Data, compliance key to successful technology-enabled advice

KARREN VERGARA | WEDNESDAY, 20 MAY 2026

... to the client, capturing any issue prior to implementation. What is also needed, according to Hammond, is a change in adviser mindset because another reality is management teams are "nervous about changing anything" and their advisers will join a competing ...

Emerging markets progress from consumption to innovation: Experts

KARREN VERGARA | WEDNESDAY, 20 MAY 2026

Emerging markets offer compelling opportunities beyond the booming middle class-consumption narrative, according to investment specialists, who said the asset class has other significant growth opportunities, such as innovation, despite political and ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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Christian Mueller-Glissmann

Head of Asset Allocation Research

Goldman Sachs

When geopolitics becomes a portfolio risk

Geopolitics is back - again - and Australian investors can no longer treat it as distant background noise.

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Tania Milnes

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Financial Advice Association Australia

Does association membership still matter?

With all the changes the advice sector has experienced in recent years, such as regulatory reform and increased education and professional standards ...

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