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Showing 51 - 60 of 13273 results for "Adviser"

Capstone joins forces with PictureWealth to form $22bn FUA planning network

MICHELLE BALTAZAR  |  WEDNESDAY, 17 JUN 2026
... profession. Following the announcement, PictureWealth Group climbs up the ranks to become one of the top five largest adviser AFSLs in the country. In the latest Rainmaker Adviser Report, the largest financial adviser AFSLs groups are RI Advice Group ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026
... research houses that support growth in funds under management. Based in Sydney, James will focus on deepening engagement with adviser, consultant and platform networks, which U Ethical identified as central to its distribution strategy. Jollie said James' ...

Zenith bolsters research, investment capabilities with new hires

MATTHEW WAI  |  TUESDAY, 16 JUN 2026
... conducting manager research and advising institutional clients on private infrastructure. He also worked as a financial adviser at KRA Wealth Management and interned at M&A Partners. In his new role, he will be based in Melbourne and report to head of ...

Former fund manager admits to obstructing SEC probe

KARREN VERGARA  |  TUESDAY, 16 JUN 2026
Former Western Asset Management co-chief investment officer Ken Leech pleaded guilty to obstructing an investigation into a fraudulent trading scheme that disadvantaged certain clients. At the US Attorney's Office for the Southern District of New York ...

Bidding war for oOh!media heats up

ELIZA BAVIN  |  MONDAY, 15 JUN 2026
Three firms are battling it out to acquire outdoor advertising company oOh!media. The ASX-listed company confirmed it has received revised indicative takeover proposals from Pacific Equity Partners, I Squared Capital and Oaktree Capital, with offers ...

Imprisoned fraudster's wife banned by ASIC

MATTHEW WAI  |  MONDAY, 15 JUN 2026
... the funding, acquisition and development of property in Sydney's west, ASIC said. Mr Agrawal was previously a financial adviser under Akumin Financial Planning and was active from April 2010 to November 2020. Between 30 June and 4 August 2023, 16 Mansa ...

Product showcase: Reframing financial advice

THE FINANCIAL STANDARD TEAM  |  MONDAY, 15 JUN 2026
A diversified approach for a changing tax landscape The retirement savings confidence gap between 'advised' and 'unadvised' Australians is set to widen following the Federal Budget handed down in May. The Budget announcement introduced ...

Super funds race to implement digital advice

VINNY VUCAGO  |  FRIDAY, 12 JUN 2026
... advice, but rather as a way to serve members who would otherwise receive no advice at all. "The comparison is not to what an adviser can do," she said. "It's to members who wouldn't receive any advice at all." Both executives said artificial intelligence ...

Former APRA deputy chair launches retirement solutions startup

KARREN VERGARA  |  THURSDAY, 11 JUN 2026
A former APRA deputy chair has launched CipherIQ, a new venture that provides retirement solutions via account-based pensions in partnership with superannuation funds, financial advisers and retirees. Ian Laughlin, serving as chair, works alongside ...

Accounting sector rejects shifting CSLR costs to SMSFs

VINNY VUCAGO  |  THURSDAY, 11 JUN 2026
Australia's major accounting bodies have urged Treasury to reconsider proposals that would shift Compensation Scheme of Last Resort (CSLR) funding costs onto self-managed superannuation funds (SMSFs), warning the move would unfairly penalise investors ...