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Showing 21 - 30 of 321 results for "advice"

DASH hires Morningstar wealth exec

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... leadership team, appointing a chief growth officer and chief product officer to drive its next phase of growth. The financial advice software firm has recruited James Louw as chief growth officer, while Sarah Murray will oversee products. Louw joins ...

Longreach Capital strengthens private wealth

ELIZABETH FRY  |  THURSDAY, 22 JAN 2026  |  NEWS
... months ago, Longreach Alternatives has grown from approximately $3 billion to over $5 billion in assets under management and advice, reflecting strong demand for private markets and alternative investments. Longreach Alternatives founder Sam Mann and ...

Morningstar bulks up managed portfolios team

ELIZABETH FRY  |  THURSDAY, 15 JAN 2026  |  NEWS
... sales team, he will drive Morningstar's distribution strategy for its managed portfolios across licensees, platforms, advice practices and financial advisers. His most recent role was head of intermediary distribution at Antipodes Group. Previously ...

Praemium governance executive joins MST

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... key step in the firm's investment consulting growth strategy. "Damian brings deep, practical experience working with advice businesses as they professionalise and scale their investment processes," Satur said. "As demand for investment consulting ...

Wilkin-Smith, Hales join trustee board for AMP Super

ELIZABETH FRY  |  THURSDAY, 8 JAN 2026  |  NEWS
... Queensland and the Australian National University. Hales, meanwhile, until ten months ago led Mercer's investments, super, advice and administration portfolio as chief executive of Wealth Pacific. She previously co-founded Amicaa, a specialist corporate ...

Super moves: Aware, VFMC, CareSuper, UniSuper, NGS

ELIZABETH FRY  |  THURSDAY, 18 DEC 2025  |  NEWS
... in emerging technologies including AI will serve our members well as we continue to innovate in service, investments and advice for their benefit," McLoughlin said. McLoughlin thanked outgoing director Patricia Faulkner for contribution over the past ...

Green moves: Future Generation Women, Tanarra Social Purpose

ELIZABETH FRY  |  MONDAY, 15 DEC 2025  |  NEWS
... leadership transition at the pro bono and low-bono advisory business that provides charities and social enterprises with advice typically reserved for corporate clients. "Anna has served as an outstanding chief operating officer at Tanarra Social Purpose ...

Betashares-backed firm names inaugural managing partner

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... assets reached $256.25 billion as of 30 June 2025, reflecting the sector's role in improving the efficiency of financial advice by delivering institutional-grade investment portfolios. "Cameron's appointment strengthens our leadership to support ...

Brighter Super names acting CIO

ELIZABETH FRY  |  THURSDAY, 11 DEC 2025  |  NEWS
... month announced three strategic appointments. The fund has named Hayley Powell to lead its superannuation and retirement advice division, while Craig Godfrey takes charge of IFA partnership and growth. Brendan Nerdal rounds out the new appointments as ...

Padua ends joint CEO structure

ELIZABETH FRY  |  THURSDAY, 4 DEC 2025  |  NEWS
... Padua hit its stride commercially. The fintech now employs close to 90 staff across two offices, services more than 100 advice businesses and has completed its third capital raise. Recent acquisitions - Wealth Data and Wealth X - deepen its move into ...