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Showing 461 - 470 of 13221 results for "adviser"

Annual ReCALIbrate recipients named

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... Insurers' (CALI) third annual ReCALIbrate program have been announced. The five beneficiaries are Whitsunday Wealth financial adviser Zoe Kennedy, Parachute Cover life insurance specialist Natalie Lackner, My Fortress Townsville financial adviser Alyssa ...

Full automation key for business success, but not investments

MATTHEW WAI  |  WEDNESDAY, 8 OCT 2025
... advice documents to flag any inconsistencies, automate compliance monitoring, conduct anti-money laundering checks, track adviser licensing, and more. "Among AdviceTech Stars, usage rose from 30% in 2024 to 42% in 2025, and a further 21% plan to implement ...

Retail investors want true hedge fund exposure: Morningstar

KARREN VERGARA  |  WEDNESDAY, 8 OCT 2025
Retail and financial adviser-led investors, who demand exposures to hedge funds, continue to face substantial hurdles and receive lower returns from similar strategies, according to Morningstar. Retail investors see that hedge funds can truly diversify ...

JPMAM launches ETF models with Vanguard

ANGELIQUE MINAS  |  WEDNESDAY, 8 OCT 2025
... passive index ETFs from Vanguard are a true reflection of this," he said. Vanguard Investments Australia head of financial adviser services Rachel White described the collaboration reflects an industry evolution. "We are excited to be the index partner ...

ETF adoption 'intensifies': VanEck

ELIZA BAVIN  |  WEDNESDAY, 8 OCT 2025
New research has revealed ETF adoption among advisers has intensified in the last year, with over 70% reporting greater usage and 65% using two or more smart beta strategies. The 2025 VanEck Smart Beta Survey also found the depth of usage has expanded ...

Platform trustees told to improve investment governance

JAMIE WILLIAMSON  |  TUESDAY, 7 OCT 2025
... for negative news and unusual flows. Some also employ a range of monitoring controls, like overseeing holding limits, adviser trends, and event-based monitoring, and compare the choice products offered by their peers. In relation to the final metric ...

AWAG to snap up 20% stake in First Mutual

RIDDHIMA TALWANI  |  TUESDAY, 7 OCT 2025
... shareholders. AWAG aims to build a platform of "house of brands" and the acquisition will help the wealth manager to boost its adviser count to approximately 40. It hopes to grow the number to 80-100 by June 2026. First Mutual's strategic associations ...

Generation Life hires former Allianz Retire+ exec

ELIZA BAVIN  |  TUESDAY, 7 OCT 2025
Generation Life has appointed Brendon Rodda as general manager, sales. Rodda joins Generation Life from Allianz Retire+ where he was chief distribution officer, a role he had taken on in March 2024. Prior to that, Rodda also held roles at Challenger ...

Clime gains ground on culture, business model reset

KARREN VERGARA  |  FRIDAY, 3 OCT 2025
... performance measures. But we didn't get time to do that during the year," he said. He did, however, reset financial adviser incentives "to create a path toward client ownership" and introduced employee share vesting programs. Clime's private ...

Ironbark snaps up trio of hires to supercharge wholesale team

ELIZABETH FRY  |  THURSDAY, 2 OCT 2025
Ironbark Asset Management has snapped up a head of wholesale and two national account managers as it ramps up its push into the local market. The team is led by Paula Gigler, based in Sydney, who will report to Ironbark investment solutions chief executive ...