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Showing 61 - 70 of 4650 results for "FINANCIAL ADVISERS"

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients.

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026
... asset classes traditionally reserved for institutional clients, adding choice and deepening diversification for financial advisers and investors seeking tax-efficient portfolio construction.

Former MWL Financial adviser banned for six years

ELIZA BAVIN  |  TUESDAY, 10 MAR 2026
... adviser for short periods at Aware Super and Equip Super. After leaving MWL she was authorised by Consultum Financial Advisers for just over a month. "ASIC has reason to believe that Terheci is not a fit and proper person, is not adequately trained or ...

Morgan Stanley sheds 2500 global roles

KARREN VERGARA  |  FRIDAY, 6 MAR 2026
... to about 83,000. The Associated Press reported Morgan Stanley's job cuts would not impact the firm's financial advisers, rather employees who provide support functions inside the profitable wealth management division. A person familiar with the ...

Generation Life expands investment menu

RIDDHIMA TALWANI  |  THURSDAY, 26 FEB 2026
... reserved for institutional investors, adding greater choice and deepening diversification for investors and financial advisers seeking tax-efficient portfolio construction. "Investor expectations have changed. People want access to the tools and opportunities ...

Centrepoint Alliance, Count see strong earnings growth

MATTHEW WAI  |  TUESDAY, 24 FEB 2026
... positioned to fulfil the growing demand for wealth advice," Humphrey said. "The group now employs around 80 financial advisers within our Equity Partnerships and expects this to continue to grow organically and inorganically. Humphrey said Count has ...

Adviser gap could boost equity release products: Homesafe

MATTHEW WAI  |  MONDAY, 23 FEB 2026
... expenses, or retiree debts, enabling access to money while continuing to live in the dwelling. Homesafe said financial advisers and superannuation funds are critical to the introduction of these solutions. Homesafe's The Growing Debt Burden of Retiring ...

OneVue adviser exits dents Praemium's FUA

KARREN VERGARA  |  MONDAY, 23 FEB 2026
Praemium has lost $827 million in gross outflows mostly related to financial advisers from OneVue exiting after it finalised the acquisition of the platform last December. The group reported a total of $70.5 billion in funds under administration (FUA) ...

Advisers prioritise robust planning, education in retirement planning

KARREN VERGARA  |  FRIDAY, 20 FEB 2026
To ensure clients end up with a comfortable retirement, financial advisers prioritise providing a solid plan and boosting their superannuation literacy, a survey shows. Polling the audience at the 2026 SMSF Association National Conference in Adelaide ...

SMSFs need to stay ahead of the regulatory curve: Nowinfinity

MATTHEW WAI  |  FRIDAY, 20 FEB 2026
... Division 296, AML/CTF Tranche 2, and Payday Super coming into effect on July 1, Anderson said it is crucial for financial advisers and auditors to prepare ahead of the deadline. Financial advisers will need real-time, accurate data to remain compliant ...