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Showing 41 - 50 of 13461 results for "Adviser"

Managed account FUM jumps to $315bn

RIDDHIMA TALWANI  |  THURSDAY, 1 OCT 2026
... Potter said. Managed accounts grew by $60.2 billion in 2025 to reach close to $300 billion at the end of December 2025. Adviser adoption is also becoming mainstream, with the latest Investment Trends research showing 61% of advisers in Australia are ...

Copia secures Scarcity investment to fuel growth

VINNY VUCAGO  |  THURSDAY, 1 OCT 2026
Copia Investment Partners has secured a strategic investment from Scarcity Partners, which has acquired a 30% stake in the investment management group as it targets its next phase for growth. The investment will support Copia's plans to expand distribution ...

Brookfield AM managing partner calls time

MATTHEW WAI  |  THURSDAY, 1 OCT 2026
A Brookfield Asset Management managing partner, who at one point led the Australian private equity business, has wrapped up his 13-year tenure at the firm. Len Chersky has left the firm this week. He joined Brookfield in January 2014 after a brief stint ...

PPS Mutual creates new director of strategy role

RIDDHIMA TALWANI  |  WEDNESDAY, 30 SEP 2026
PPS Mutual has created a new role of director of strategy to lead the life insurer's long-term strategy and identify opportunities to deliver ongoing value to members. Matthew Pilcher, who has been with the firm since 2014, was appointed in the role. ...

APRA flexes fresh powers, zeros in on trustees

ELIZA BAVIN  |  WEDNESDAY, 30 SEP 2026
... "elevated concerns" around the platform segment. "Platform trustees often oversee large and complex investment menus, rely on adviser and promoter-led distribution, and allow members considerable discretion to concentrate their savings in individual ...

HNW clients value quality over fees: Praemium

VINNY VUCAGO  |  WEDNESDAY, 30 SEP 2026
... 84% of HNW investors receiving ongoing advice are happy with their investments, compared with 64% of those without an adviser. Those receiving one-off advice recorded a 70% satisfaction rate. Trust appears to underpin the relationship, with financial ...

HLB Mann Judd appoints four directors

MATTHEW WAI  |  TUESDAY, 29 SEP 2026
... employee share schemes and international tax. He joined the business in 2021. Waller joined HLB Mann Judd as a financial adviser in 2023 and has over 19 years' experience within financial planning, super, and agriculture. She is stationed within Adeliade's ...

Longevity gap exposes retirement divide

VINNY VUCAGO  |  TUESDAY, 29 SEP 2026
Australian's life expectancy can vary by more than a decade depending on their socio-economic circumstances, highlighting significant differences in how long people may need their retirement savings to last, new research from Actuaries Institute found. ...

CFS launches retirement income optimiser

VINNY VUCAGO  |  TUESDAY, 29 SEP 2026
Colonial First State (CFS) has launched a new retirement feature designed to give eligible super members greater flexibility in preparing for retirement and accessing future income options. The Retirement Income Optimiser is available through CFS's ...

SIAA replenishes board with appointments

MATTHEW WAI  |  MONDAY, 28 SEP 2026
The Stockbrokers and Investment Advisers Association (SIAA) has made two board appointments to fill vacated positions from recent departures. CommSec chief operating officer Stephen Norton has joined SIAA's board of directors, while Canaccord Genuity ...