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Showing 61 - 70 of 2808 results for "Advisory"

Perpetual sees 349% profit jump

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... buoyant equity markets; however, this was offset by lower non-market revenue particularly in fiduciary markets and risk advisory," Reilly said. Perpetual also reported $58.8 million in significant items attributing it to the transaction costs associated ...

AFCA receives record complaints in 2025

MATTHEW WAI  |  THURSDAY, 26 FEB 2026
... quickly as we can," chief ombudsman and chief executive David Locke said. Separately, AFCA has issued its 1000 Dixon Advisory determination, which is considered the "largest single batch" of complaints AFCA has ever managed. Around 900 matters are currently ...

LGT Wealth Management names head of family advisory

RIDDHIMA TALWANI  |  MONDAY, 23 FEB 2026
LGT Wealth Management has appointed Kaajal Prasad as the new head of family advisory, strengthening its family governance and wealth transfer services for Australian high-net-worth clients. Prasad joins the wealth management firm from KPMG, where she ...

Harry Mitchell joins Investment Trends

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... Mitchell, the former Iress deputy chief executive, has joined research firm Investment Trends as an executive director on its advisory board. He will work alongside chief executive Eric Blewitt, bringing "fresh eyes" to the business that will help shape ...

Super moves: Future Fund, NZ Super, Aware Super, VFMC

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... $220 billion super fund in the private equity team and sat on the Principles for Responsible Investment private equity advisory committee for 14 months to February 2026. She started her career at KPMG and, after seven years, moved to Singapore banking ...

ART taps ex-HESTA manager for opportunistic role

ELIZABETH FRY  |  THURSDAY, 19 FEB 2026
... budgeting process. He was also a member of the investment leadership team. Most recently, Michael worked at Redholme Advisory, a consultancy he set up when he left HESTA. Before his four years with the superannuation fund, Sommers spent seven years at ...

Equity Trustees places superannuation arm under review

JAMIE WILLIAMSON  |  THURSDAY, 19 FEB 2026
... associated with the Shield and First Guardian matters. So far it has spent $1 million (net of insurance) on legal and advisory services to defend the action brought by ASIC in August last year and a further $1.1 million on improving its superannuation ...

ASIC reviews lead generators again, names advisers using them

JAMIE WILLIAMSON  |  WEDNESDAY, 18 FEB 2026
... acquired leads is dominated by Lifestyle Asset Management and Interprac Financial Planning, however Synchron and MiPlan Advisory also feature. "ASIC warns that lead generators that mislead consumers, utilise high pressure tactics or provide financial ...

ASIC cancels AFSL of Qld securities dealer

MATTHEW WAI  |  MONDAY, 16 FEB 2026
... securities dealer and held an AFSL since 7 June 2002. On its website, Pulse Markets said it specialises in ECMs/corporate advisory, derivatives, and managed discretionary accounts, providing "a range of options" for self-managed superannuation funds ...

Nuveen takes over Schroders for $20bn

KARREN VERGARA  |  FRIDAY, 13 FEB 2026
... high-quality solutions to meet their evolving needs." Founded in 1804, Schroders is an active asset manager offering advisory and wealth management services. Nuveen's parent company TIAA was founded in 1898, specialising in retirement investment solutions. ...