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Showing 71 - 80 of 5344 results for "professional"

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... business post-sale. He is also currently the head of legal, risk and compliance at Sequoia. InterPrac currently has a professional indemnity (PI) insurance policy worth $20 million covering the failures of Shield and First Guardian. Sequoia said it believes ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... switch to super platforms from default funds are typically older investors with higher balances who have received professional financial advice. SMC found in 2024-25, 68% of Australians who switched out of the five profit-to-member funds into for-profit ...

Fund manager red flags founders' massive pay packages

KARREN VERGARA  |  THURSDAY, 19 MAR 2026
... Fisher, the deputy head of Australian equities at Airlie Funds Management, shared poignant lessons she's learned as a professional investor from founder led and non-founder led companies. The "enormous step change" in remuneration typically occurs among ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... struggling with a decline in adviser numbers which is not being offset by new entrants; a long training gap and legislated professional year requirements which create a four-year structural lag in workforce supply; and the rising demand for advice with ...

Arthur J. Gallagher & Co. acquires Asset Partners Private Wealth

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... financial advice year-round regardless of holidays, illness or retirement". The client base comprises mostly of retirees, professional executives and small business owners. With the change of ownership, Asset Partners will remain in Robina under the ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
The Australian Wealth Advisors Group (AWAG) named an inaugural head of advice. David Mazengarb is taking on the role after several years in consulting. Mazengarb previously held roles such as general manager - wealth management at Australian Wealth ...

Treasury proposes advice education standard reforms

KARREN VERGARA  |  TUESDAY, 17 MAR 2026
... four accredited financial advice subjects. The four proposed accredited financial advice subjects are ethics for professional advisers, financial advice regulatory and legal obligations, client and consumer behaviour, and financial advice fundamentals. ...

CALI pushes for advice reforms as Australians turn to AI

RIDDHIMA TALWANI  |  TUESDAY, 17 MAR 2026
... collapse of First Guardian and Shield Master Fund. "We have seen firsthand what happens when people don't have access to professional financial advice. They are left with no one to talk to, and in the worst of cases, with no financial safety net to lean ...

Bain Capital to acquire Perpetual's wealth management unit

KARREN VERGARA  |  MONDAY, 16 MAR 2026
Following months of due diligence, Bain Capital will acquire Perpetual's wealth management business for $550 million. The two parties entered the binding agreement that will see Perpetual license its Perpetual Wealth and Perpetual Private brands ...

Janus Henderson says Victory deal could leave it 'gravely damaged'

RIDDHIMA TALWANI  |  FRIDAY, 13 MAR 2026
Janus Henderson has said the takeover bid by Victory Capital is not a superior proposal to the Trian Fund Management offer and will not be in the best interest of its shareholders. Stating the offer by Victory Capital presented significant consummation ...