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Showing 61 - 70 of 9787 results for "advisers"

JANA hires general manager, wealth

JAMIE WILLIAMSON  |  THURSDAY, 7 MAY 2026
The asset consultant picked BT's former managed accounts lead to head up its wealth division. JANA Investment Advisers has appointed Zac Leman to the newly created position of general manager, wealth. Leman was most recently head of managed accounts ...

Adviser-client relationships eroded by AI: Research

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
While there are elements of artificial intelligence (AI) that boost operational efficiency for financial advisers, a new study finds they are not fond of the idea of their clients seeking a second opinion through the technology, as it can be "insulting ...

Vision Super to close Diversified Bonds option

KARREN VERGARA  |  WEDNESDAY, 6 MAY 2026
... November 2023 as part of the real assets research team. He was also at Industry Superannuation Property Trust and Frontier Advisers.

Clearer distinction of advice required around aged care costs: Review

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
... not provide financial advice outside of information relating to aged care costs. The review acknowledges only financial advisers with an aged care specialist designation, accredited via the Aged Care Steps Accredited Aged Care Professional program from ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
Openmarkets is expanding into private wealth, with plans to attract 50 financial advisers over the next three years. Openmarkets' private wealth advisory has onboarded several new advisers across Australia in the past 12 months as part of a strategic ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... manager of distribution Brendon Rodda said Coulter spent more than 20 years building the kind of lasting relationships that advisers and licensees value most, and he understands what it takes to translate those relationships into meaningful outcomes ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
... approximately 20 staff will relocate to our Angel Place Pitt Street Office over the next six weeks. Clime continues to support advisers through asset consulting, research and portfolio services, maintaining long-term commercial alignment while materially ...

NEOS, TAL honoured at Life Insurance Awards

STAFF WRITER  |  FRIDAY, 1 MAY 2026
... Adviser Service, presented by Financial Standard. NEOS was selected as the winner following an online survey of financial advisers, licensees and support staff, rating insurers across various service parameters that can critically affect their business. ...

M&A is not a 'scattergun' approach: AZ NGA

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
... strategic partnerships in NSW. More recently, it has acquired national advisory firm Intend Financial, adding 10 financial advisers and four locations to its network. It aims to deliver capital, expertise to help scale Intend Financial's continued ...

Insignia Financial delists from ASX

ELIZA BAVIN  |  WEDNESDAY, 29 APR 2026
... securing Australians' long-term financial well-being. Our core focus is on investing to improve outcomes for members and advisers." Chu said CC Capital has a strong conviction in Insignia's management team led by chief executive Scott Hartley ...