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Showing 1 - 10 of 433 results for "Financial advisor"

AZ NGA acquires Tasmanian advice firm

RIDDHIMA TALWANI  |  TUESDAY, 14 APR 2026
AZ NGA has acquired Hobart-based financial advisory firm Foundation Wealth Advisers (FWA). FWA specialises in advice for retirees and pre retirees across Hobart and surrounding regions. It is led by principal and private client advisers Stuart Bale ...

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

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
The Financial Services Council (FSC) has questioned Super Members Council's (SMC) recent research which found a spike in younger members switching out of industry funds into self managed super funds (SMSF) and platform products. FSC data to the ...

Super moves: ART, Allianz, HESTA, AusSuper

ELIZABETH FRY  |  THURSDAY, 29 JAN 2026
Australian Retirement Trust has appointed a 22-year Deutsche Bank veteran to lead its London office, strengthening the superannuation giant's presence in one of its key offshore investment hubs. Michael Weaver, ART's general manager of mid-risk ...

Perpetual extends exclusive talks for wealth management sale

MATTHEW WAI  |  THURSDAY, 18 DEC 2025
Perpetual has extended the exclusivity deed with Bain Capital Private Equity to Q1 next year. In an ASX announcement this morning, Perpetual said while discussions are progressing well, there is no certainty of reaching a binding agreement, or that ...

Milford appoints country head

ELIZA BAVIN  |  TUESDAY, 18 NOV 2025
Milford Asset Management has appointed an acting country head for Australia after news Kristine Goodwin is taking on a new role at AMP. Milford confirmed Goodwin is departing in December after resigning. She will be taking on the newly established role ...

Alexander Funds bolsters Sydney office with new hire

ELIZABETH FRY  |  THURSDAY, 13 NOV 2025
Alexander Funds, the credit income investor, has added a second operative to its Sydney office to boost its distribution team. Oliver Carr joins as a business development associate, reporting to James Curnow, regional manager for NSW, ACT and Queensland. ...

Perpetual confirms exclusivity with Bain Capital

KARREN VERGARA  |  WEDNESDAY, 5 NOV 2025
Perpetual confirmed it is in exclusive talks with Bain Capital Private Equity to offload its wealth management business following media reports. The $232 billion fund manager said it signed an exclusivity deed with Bain Capital Private Equity to further ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
In its fourth of five papers addressing productivity hurdles in Australia's economy ahead of the government's Economic Reform Roundtable, the Productivity Commission (PC) has recommended paring back some of the entry requirements that have impacted ...

Lipman Burgon taps former Koda Capital head of research

MICHELLE BALTAZAR  |  MONDAY, 28 JUL 2025
The former head of research at Koda Capital resurfaces at a rival financial advisory firm. Jason Coggins, who left Koda Capital two years ago joins the investment committee of Lipman Burgon & Partners. Effective this month, he replaces investment committee ...

ASIC sues Fortnum Private Wealth

KARREN VERGARA  |  TUESDAY, 22 JUL 2025
ASIC is suing Fortnum Private Wealth for allegedly failing to manage and comply with its cybersecurity obligations that exposed the information of its financial advisers and clients. In the NSW Supreme Court, ASIC alleges Fortnum exposed its authorised ...
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