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Showing 1 - 10 of 2956 results for "Phil"

Integro expands further into Western Australia with merger

RIDDHIMA TALWANI  |  MONDAY, 7 SEP 2026
Integro Private Wealth has merged with West Australian advice firm Coastline Private Wealth, strengthening its presence across the region. The expansion is part of the advice firm's strategy to expand its national footprint, while integrating its ...

LGT Wealth Management hires five advisers from rival

VINNY VUCAGO  |  MONDAY, 7 SEP 2026
LGT Wealth Management Australia has expanded its Syndey private client advisers' team with five senior hires from UBS Wealth Management. Michael Marr, Sean Carroll Seamus quick, Stephen Cabot and Patrick Armitage join as senior investment advisers. ...

HNWIs demand outperforming, mission-driven endowment funds

KARREN VERGARA  |  FRIDAY, 4 SEP 2026
High-net-worth investors' (HNWIs) increasing demand for philanthropy vehicles with robust governance, a clear mission and can outperform in equal measure is helping fuel the rise of endowment funds such as the Aspect Impact Fund. The endowment aims ...

APS appoints new chief executive

VINNY VUCAGO  |  THURSDAY, 3 SEP 2026
Australian Philanthropic Services (APS) has appointed a new chief executive, with current chief Judith Fiander set to retire in February 2027 after leading the organisation through a period of growth in structured philanthropy. Lisa George will succeed ...

Andrew Hewison to step down after Pemba Capital investment

MATTHEW WAI  |  THURSDAY, 3 SEP 2026
Hewison Private Wealth managing director Andrew Hewison has announced he will be wrapping up his 25-year tenure towards the end of the year following Pemba Capital Partners' investment in the Melbourne-based business last week. Announcing his upcoming ...

WT Financial takes majority stake in TNT Advisor

RIDDHIMA TALWANI  |  WEDNESDAY, 2 SEP 2026
WT Financial has acquired a 70% stake in paraplanning provider, TNT Advisor Solutions (TNT), for $2.4 million. WT Financial managing director Keith Cullen said advice practices increasingly need access to scalable specialist capabilities, including ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

FAAA pushes to expand NCA to financial advisers

RIDDHIMA TALWANI  |  FRIDAY, 28 AUG 2026
... will hold the minister to that. That is a really important control." FAAA general manager, policy, advocacy and standards Phil Anderson, who retires on November 27, added the New Class of Adviser is one of the most contentious parts of the DBFO reforms. ...

American Century names APAC managing director

ELIZA BAVIN  |  THURSDAY, 27 AUG 2026
American Century has named a new managing director and head of Asia Pacific, joining from Dimensional Fund Advisors. Nigel Stewart has joined the US$350 billion global asset manager and will report to Avantis Investors chief investment officer Eduardo ...

AllianceBernstein launches emerging markets active ETF

VINNY VUCAGO  |  WEDNESDAY, 26 AUG 2026
AllianceBernstein (AB) has launched an active emerging market ETF on TMX Australia, expanding its local exchange traded offering and giving investors access to it Strategic Core equities strategy. The AB Emerging Markets Strategic Core Equities Funds- ...
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