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Showing 81 - 90 of 4721 results for "FINANCIAL ADVISERS"

Behavioural constraint is costing retirees greatly: Allianz Retire+

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... that could help them enjoy the retirement they've worked hard for." Kane said to build "genuine confidence", financial advisers must recognise that clients are not just managing finances; they are managing uncertainty about the future. However, he added ...

InvestSMART to realise $16m from Intelligent Investor sale

MATTHEW WAI  |  THURSDAY, 21 MAY 2026
... wealth advice business through the InvestSMART platform, technology tools for investors with the addition of financial advisers." TIP chief executive Andrew Coleman said the incoming business will become TIP's retail facing arm, aligned with its ...

ASIC launches action against Equity Trustees for $65m First Guardian failures

ELIZA BAVIN  |  THURSDAY, 21 MAY 2026
... should be on those parties. "The actions by regulators and government to expose the misconduct of now-banned financial advisers and allegedly fraudulent promoters, responsible entities and investment managers are commendable, as are the initiatives to ...

CFS plots 'largest' retirement product expansion with new alliance

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... IRIS solution". "This is a significant milestone for MLC Expand and shows the demand we're seeing from financial advisers for MLC Retirement Boost," MLC Expand chief executive Liz McCarthy said. "The way that Australians think about retirement is ...

Vital Business Partners names chief executive

MATTHEW WAI  |  WEDNESDAY, 20 MAY 2026
... excited to join VBP and grow the group's position as a leading specialist of outsourced services and solutions to financial advisers and accountants," Fisher said. "VBP is also passionate about being a great place to work and providing career development ...

Buyer beware: Private credit as a defensive play

KARREN VERGARA  |  TUESDAY, 19 MAY 2026
Financial advisers grapple finding a meaningful place for private credit in portfolios as investment experts urge them to carefully consider the risks of making it part of the defensive allocation. The Stockbrokers and Investment Advisers Association ...

Russell Investments hires from BT

ELIZA BAVIN  |  TUESDAY, 19 MAY 2026
... 40-year pedigree in the Australian market in designing, constructing and managing investment solutions for financial advisers, and I look forward to contributing to the next phase of growth." Last month Russell Investments also appointed a new head of ...

ACCC approves Zurich's ClearView takeover

KARREN VERGARA  |  MONDAY, 18 MAY 2026
The Australian Competition and Consumer Commission (ACCC) has given Zurich Financial Services its blessing to acquire ClearView Wealth. Zurich Financial Services is offering 65 cents for each ClearView share to value the takeover at about $425 million. ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
... Xavier Jeans joins Channel Capital to help strengthen the group's distribution arm, with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients across ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant at Aequitas Investment Partners, a Melbourne-based ...