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Showing 71 - 80 of 13206 results for "adviser"

Clearer distinction of advice required around aged care costs: Review

MATTHEW WAI  |  WEDNESDAY, 6 MAY 2026
A recent review has outlined the need for a proper distinction between financial advice and information obtained from aged care providers when it comes to understanding the costs and financial impact of residential aged care accommodations. The Independent ...

Openmarkets makes private wealth play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAY 2026
... focus on growing their client portfolios rather than navigating institutional constraints." The group plans to grow its adviser count to 50 over the next three years, saying the aim is to give advisers the autonomy they value, while clients benefit from ...

Generation Life, PPS Mutual make senior distribution hires

KARREN VERGARA  |  TUESDAY, 5 MAY 2026
... of key accounts. Coulter will focus on platform and institutional collaboration, APL positioning, and driving further adviser adoption of Generation Life's investment bond and investment-linked lifetime income solutions. He previously worked in senior ...

Lazard AM launches emerging market fund to retail sector

KARREN VERGARA  |  MONDAY, 4 MAY 2026
... company Lazard announced last week it entered into an agreement to acquire Campbell Lutyens, a global private markets adviser focused on fund placement, secondary advisory, and general partner capital advisory services. Lazard plans to combine its existing ...

Clime Investment offloads SMA business

KARREN VERGARA  |  FRIDAY, 1 MAY 2026
Clime Investment Management is selling its separately managed accounts (SMA) products and some managed funds for about $7.7 million to an unnamed party. The cash transaction is subject to platform consent, due diligence and completed documentation. ...

NEOS, TAL honoured at Life Insurance Awards

STAFF WRITER  |  FRIDAY, 1 MAY 2026
The insurers were recognised for excellence in adviser service and product innovation. At an event in Sydney last night, NEOS took home the 2026 Life Insurance Award for Excellence in Adviser Service, presented by Financial Standard. NEOS was selected ...

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

MATTHEW WAI  |  FRIDAY, 1 MAY 2026
Since completing its first-ever deal over a decade ago, AZ NGA has completed more than 200 transactions but each of them carries the same purpose to scaling the advice platform, which isn't a "scattergun" approach, AZ NGA group chief executive Paul ...

Insignia Financial delists from ASX

ELIZA BAVIN  |  WEDNESDAY, 29 APR 2026
Insignia Financial is officially going private, set to delist from the ASX at market close today after it was acquired by CC Capital. "We are pleased to complete the acquisition of Insignia, one of Australia's most established wealth management ...

Core-satellite models can only be effective with purpose: Vanguard

MATTHEW WAI  |  WEDNESDAY, 29 APR 2026
... methodology, but without structural and disciplined approaches, it can lead to a raft of unintended risks. The Vanguard Adviser Portfolio Trends Report 2026 gathered insights from more than 100 advisers in 2025 and found the industry continues to favour ...

UBS Global Wealth Management wins mandate

KARREN VERGARA  |  WEDNESDAY, 29 APR 2026
UBS Global Wealth Management (UBS GWM) has been awarded an investment adviser mandate by the Peter MacCallum Cancer Foundation for the third time running. Peter MacCallum Cancer Foundation chief executive Craig Connelly said the long-standing partnership ...