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Showing 31 - 40 of 13206 results for "adviser"

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 ...

Investors thrust into rules of the 'jungle': Economist

KARREN VERGARA  |  WEDNESDAY, 20 MAY 2026
Geopolitical risks are increasingly encroaching on traditional market cycles, forcing investors to make sense of these "jungle times" where anything goes, according to an economist. Diana Mousina, deputy chief economist at AMP, said the current economic ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Colonial First State (CFS) is plotting the "largest-ever" expansion of its retirement offerings through a multi-partner alliance to enhance retirement solutions. Developed with Challenger, Generation Life, and BlackRock, the partnerships transform product-led ...

Bell Financial launches Tandem Capital

VINNY VUCAGO  |  WEDNESDAY, 20 MAY 2026
Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
Vital Business Partners (VBP), part of AZ NGA's network, has appointed a new chief executive, replacing Nathan Jacobsen who joined the parent company as chief operating officer earlier this year but continued to oversee the management of VBP. VBP has ...

CALI calls for government to help fund CSLR

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
The Council of Australian Life Insurers (CALI) is calling on the government to help fund the burgeoning Compensation Scheme of Last Resort (CSLR) to stop putting "undue" pressure on Australia's risk advisers. The government has announced the shared ...

SIAA focuses mission on building prosperity for investors

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
... submissions and attended 127 government meetings. Among other initiatives, SIAA helped secure recognition for reform to adviser education standards to rebuild the pipeline of professionals, prevented increases to wholesale investor thresholds and engaged ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Financial advisers grapple finding a meaningful place for private credit in portfolios as investment experts urge them to carefully consider the risks of making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association ...

Retirees leave 90% of pension unspent: AMP Super

RIDDHIMA TALWANI  |  TUESDAY, 19 MAY 2026
... on average clients are leaving around 90% of their account based pension unspent at death, which makes it important for adviser to tackle 'regret risk' in retirement. Speaking at the Financial Standard Advisers Big Day Out (ABDO) in Sydney, Hillier said ...