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Showing 491 - 500 of 13221 results for "adviser"

Koda Capital names first partner from career program

STAFF WRITER  |  THURSDAY, 18 SEP 2025
... progress through Koda's associate-to-partner pathway program. Oryl joined Koda in 2018 as associate and became an adviser three years later, specialising in providing comprehensive investment, family office, and philanthropic advisory services to ...

ASIC sets sights on 140 advisers

ELIZA BAVIN  |  THURSDAY, 18 SEP 2025
... the nature of the advice given on an individual basis. These are not things that ASIC can go, 'We think you're a bad adviser, so we're taking your licence away'. We have to do a full investigation," Court said. "We have to get investor evidence ...

UniSuper appoints chief advice officer

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
UniSuper has named a chief advice officer, promoting from within the fund. Current head of financial advice and education Andrew Gregory was appointed to the new role and will commence on October 1. As chief advice officer, Gregory will continue to ...

Aura Group explores ASX listing, appoints advisers

RIDDHIMA TALWANI  |  THURSDAY, 18 SEP 2025
Aura Group is assessing a potential listing on the ASX within the next 12-24 months and has appointed Morgans Corporate and E&P Capital to advise on it. Steinepreis Paganin and BTP Law will provide legal counsel, and Crowe will advise on audit and tax ...

FEATURE: Problem detected

MATTHEW WAI  |  THURSDAY, 18 SEP 2025
... breaches will damage the relationship between organisations and their clients. Russell Investments' latest Value of an Adviser Report further details the importance of trust between clients and advisers, as it emerges as the single biggest driver ...

Private markets, asset class correlations upending 60-40 portfolio

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
The rise of private markets and increasing intra- and inter-fund correlation among asset classes should prompt financial advisers to rethink the traditional 60-40 portfolio. This is according to CI Global Asset Management head of fixed income and private ...

Brighter Super investments chief to step down

KARREN VERGARA  |  WEDNESDAY, 17 SEP 2025
Brighter Super's chief investment officer has decided to semi-retire and will step down from the post on December 5. Mark Rider has been leading the investments team for the last four years. He was appointed chief investment officer at LGIAsuper ...

Zenith names portfolio solutions lead

KARREN VERGARA  |  TUESDAY, 16 SEP 2025
Zenith Investment Partners has appointed a lead for portfolio solutions, replacing the incumbent who spent six years in the role. Andrew Yap has been promoted to head of portfolio solutions after serving in the deputy seat of this position for three ...

PPS Mutual appoints new chair

ANGELIQUE MINAS  |  TUESDAY, 16 SEP 2025
... members and $106 million in in-force premiums. It also achieved an industry-leading Net Promoter Score of 54.8 in the Adviser Ratings Australian Financial Advice Landscape 2025 report and ranked first in six major adviser satisfaction categories, including ...

FSC appoints two new directors

ELIZA BAVIN  |  TUESDAY, 16 SEP 2025
The Financial Services Council (FSC) has welcomed two new directors; Scott Hartley and Daniel Shrimski, to its board. Hartley has been a leader of the Australian superannuation industry for more than two decades. He currently serves as chief executive ...