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Showing 21 - 30 of 9959 results for "advisers"

Australia's family offices surpass $323bn in assets

RIDDHIMA TALWANI  |  FRIDAY, 18 SEP 2026
... and alternative assets," he added. "The findings reinforce the growing relevance of family offices for asset managers, advisers and financial services providers seeking to understand changing sources of investment capital."

Active strategies a different story in ETFs: MSCI

MATTHEW WAI  |  FRIDAY, 18 SEP 2026
... highlights the sentiment is drastically different when it comes to actively managed exchange-traded funds (ETFs). Australian advisers are increasing their use of active ETFs, looking beyond their home market for growth and weighing how far the ETF structure ...

AI moves into the advice process

VINNY VUCAGO  |  THURSDAY, 17 SEP 2026
Financial advisers could soon spend less time piecing together clients' histories and more time acting on them, as Marloo launches an artificial intelligence (AI) tool that searches entire client books alongside new research showing consumers are increasingly ...

Stay up to date with regulatory compliance at the FAAA Congress

MATTHEW WAI  |  THURSDAY, 17 SEP 2026
... Last Resort (CSLR). This year's congress, themed 'EXPLORE,' reflects the core purpose to providing financial advisers with the opportunity to explore new ideas, practical strategies and industry developments that help to better serve their ...

Morningstar names APAC investment chief

RIDDHIMA TALWANI  |  THURSDAY, 17 SEP 2026
... Needham had assumed the oversight and management of all APAC portfolios since May after Wacher left to join JANA Investment Advisers. "Matt has been with Morningstar for around seven years and has made a significant contribution to our investment group. ...

UniSuper hires former TelstraSuper's head of retirement

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
... member-focused, scalable and compliant." The appointment comes as the government is set to introduce the New Class of Advisers (NCAs), as part of the Delivering Better Financial Outcomes (DBFO) reforms, to APRA-regulated super funds and life insurers ...

Antipodes Partners acquires Bennelong FM

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
... result of the transaction. Bennelong FM chief executive John Burke said: "We believe our broad support base of financial advisers and investors will benefit from the combined scale and expertise of both firms." Antipodes' existing platform manages ...

ETF Shares offers new currency hedged ETFs

MATTHEW WAI  |  WEDNESDAY, 16 SEP 2026
... also addresses a practical issue for local investors seeking a currency hedged exposure to US technology companies. "Advisers have told us that currency hedging is particularly useful as there isn't an equivalent US-listed product they can simply ...

MDS drags Treasury to assess FSC levy proposal

RIDDHIMA TALWANI  |  WEDNESDAY, 16 SEP 2026
... around 23%. "Essentially the entire redistribution flows to the 28 licensees at the top. Those licensees, carrying 5744 advisers or 37.9% of the profession would collectively save in the order of $2.8 million a year under Option A and $9.3 million under ...

Netwealth buys Paradino for $20m

VINNY VUCAGO  |  TUESDAY, 15 SEP 2026
... expand its capabilities across the Australian financial advice market. Paradino currently supports more than 500 financial advisers and generates $1.6 million in annual recurring revenue. Its Athena AI capability automates parts of the advice production ...