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Showing 21 - 30 of 2920 results for "Phil"

AllianceBernstein debuts second active ETF

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
AllianceBernstein (AB) launched the AB Global Strategic Core Equities Fund - Active ETF on Cboe Australia. The fund offers investors access to global markets via a more defensive approach while still achieving long-term outperformance, AB said. The ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
New research from the Financial Services Council (FSC) reveals digital advice is activating the demand for full personal advice and presents the opportunity for the industry to finally provide regulated digital advice at scale. The role and value of ...

Mutual Trust promotes executive to head of investment solutions

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... capability at the core of its wealth offering, the family office said. Mutual Trust chief executive and managing partner Phil Harkness said the appointment reflects Hemant's leadership and contribution to delivering quality and consistent outcomes for ...

Magellan shareholders say yes to Barrenjoey takeover

RIDDHIMA TALWANI  |  MONDAY, 13 APR 2026
Magellan Financial shareholders have approved the takeover of Barrenjoey at an implied valuation of $1.6 billion. Magellan first announced the merger in early March, noting Brian Benari will become the group chief executive under the new entity. Sophia ...

Former super fund chief to steer new fund manager

JAMIE WILLIAMSON  |  FRIDAY, 10 APR 2026
Ben Palmer, the former chief executive of GESB, has been appointed managing director and chief executive of a newly formed funds management business. Perth-based Affinity Capital Group has launched Affinity Funds Management, selecting Palmer to spearhead ...

SMSF Adviser Network shuts its doors, 85 advisers vanish from FAR

MATTHEW WAI  |  FRIDAY, 10 APR 2026
... Speaking to Financial Standard, Financial Advice Association Australia (FAAA) general manager of policy, advocacy and standard Phil Anderson said the limited advice licence model has shrunk significantly in recent years for several reasons, including ...

VFMC names head of portfolio strategy

RIDDHIMA TALWANI  |  WEDNESDAY, 8 APR 2026
Victorian Funds Management Corporation (VFMC) has appointed KC Low as its head of portfolio strategy and asset allocation on a permanent basis. KC took over the role for an interim term in July last year following the departure of VFMC's head of ...

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
Edney Ryan Wealth Management, the advice arm of Edney Ryan Group, will merge with Minchin Moore Private Wealth, operating under the latter's Australian financial services licence. Both firms are headquartered in Mosman, NSW, and will maintain a ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
AZ NGA is expanding its footprint in regional New South Wales, partnering with integrated financial planning, accounting and mortgage broking business Back to Back Financial Planners in Young, NSW. It is the first major move following the appointment ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
Count Financial is set to acquire a financial advice, investments and accounting business with 14 locations across the east coast of Australia. The acquisition of Oracle Advisory Group will strengthen Count's platform for future growth, enhancing its ...