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Showing 1 - 10 of 313 results for "Advisers"

AI-washing and cyber-washing

JAMES NORTH, FRIEDA CHAN, EUGENIA KOLIVOS  |  THURSDAY, 2 JUL 2026  |  NEWS
... litigation in the United States include: * the US Securities and Exchange Commission (SEC) charging certain investment advisers for allegedly exaggerating in their marketing the extent to which AI is used * the SEC charging a restaurant technology company ...

Koda Capital names head of responsible investments

RIDDHIMA TALWANI  |  THURSDAY, 25 JUN 2026  |  NEWS
... will lead and further strengthen Koda Capital's responsible and impact investing capability while working closely with advisers and clients to deliver high-quality, values-aligned investment solutions across portfolios. Prior to joining Koda Capital ...

U Ethical appoints distribution lead

VINNY VUCAGO  |  WEDNESDAY, 17 JUN 2026  |  NEWS
... record of building distribution teams, securing research ratings and platform access, and developing relationships with advisers, consultants and research houses that support growth in funds under management. Based in Sydney, James will focus on deepening ...

Lonsec launches governance tool as scrutiny of investment oversight intensifies

VINNY VUCAGO  |  FRIDAY, 5 JUN 2026  |  NEWS
... "Across advice licensees, platforms and trustees, expectations around governance have never been higher," Robinson said. "Advisers and clients want to know that investment options are being monitored and accountability. The Lonsec Investment Governance ...

Systems thinking wins the day

MICHELLE BALTAZAR  |  FRIDAY, 29 MAY 2026  |  NEWS
... some clients asking for exposure to defence." "The conversations around these issues are getting more sophisticated, and advisers can gain insight with these topics by attending the conference." Recordings of the live-streamed sessions will be available ...

Modern slavery risks need urgent action: RIAA panel

MICHELLE BALTAZAR  |  FRIDAY, 29 MAY 2026  |  NEWS
... unknown." Carlsson, who is part of the RIAA board, participated in a workshop at the conference designed to help financial advisers better understand how to exclude harmful human rights practices from their investments. His fellow workshop host, Rachel ...

Orbis appoints ex-Antipodes Partners investment director

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026  |  NEWS
... brings a rare combination of deep global equities expertise and the ability to turn complex ideas into practical insights advisers can use with clients when discussing markets, exposures and the role Orbis can play in client portfolios. The understanding ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026  |  NEWS
... demand for alternatives education and adviser support in the wealth sector. In his new role, Keenan Bunning will support advisers across the market, helping them navigate opportunities in the evolving alternatives landscape and build long-term relationships. ...

Perpetual CIO jumps to Pinnacle

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... investment in FinCap Group to support the launch of a private assets managed accounts platform for Australian financial advisers and their wholesale clients.

Warakirri bolsters distribution squad

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... relationships across the retail and wholesale markets. Rory's client-first approach aligns well with sophisticated advisers who are demanding differentiated, quality solutions." "Our recently announced strategic partnership with ClariVest Asset Management ...
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