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Showing 1 - 10 of 321 results for "advice"

Lonsec launches governance tool as scrutiny of investment oversight intensifies

VINNY VUCAGO  |  FRIDAY, 5 JUN 2026  |  NEWS
Lonsec has launched a new investment governance solution aimed at helping financial advice licensees, trustees and investment committees strengthen oversight of approved product lists as regulatory scrutiny of investment governance continues to increase. ...

Former Macquarie Private Bank adviser joins Aura Group

MICHELLE BALTAZAR  |  THURSDAY, 2 APR 2026  |  NEWS
A specialist in private wealth advice for Australian expats joins a $1bn-plus private wealth manager. Aura Group names Jamie Burgmann as director within its wealth management division, supporting high-net-worth individuals and families with complex ...

Green moves: AustralianSuper, Grattan Institute, Fidelity

ELIZABETH FRY  |  FRIDAY, 20 MAR 2026  |  NEWS
... Australians need. And I'm looking forward to contributing to those efforts. I'll still be offering frank and fearless advice to government, but just in private capacity only going forward." He brings a broad economic policy background, including ...

Geoff Lloyd to lead Perpetual wealth spin-off

ELIZABETH FRY  |  THURSDAY, 19 MAR 2026  |  NEWS
... Bain Capital. Earlier this week, Bain agreed to buy Perpetual Wealth Management, which has $21.9 billion in funds under advice, in a deal worth roughly $550 million. Lloyd, a high-profile figure in wealth management, has led both Perpetual Group and ...

AMP investment chief reshapes her team

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... solutions team as a senior product lead. Gil joins from DASH, where she served as product manager for software and digital advice for four years. Previously, she worked at Equity Trustees and Partners Wealth Group. AMP Investments manages over $70 billion ...

Tahlia Rozis heads to Generation Life

ELIZABETH FRY  |  THURSDAY, 12 MAR 2026  |  NEWS
... and supporting platform and dealer groups, Tahlia will play a key role in deepening engagement across the New South Wales advice community. "Tahlia's appointment reflects Generation Life's continued investment in growing its distribution footprint ...

ASIC has 'strong appetite' to hold boards to account

ELIZA BAVIN  |  WEDNESDAY, 11 MAR 2026  |  NEWS
... real engagement with information provided to them." The second is that: "Directors cannot substitute reliance upon the advice of management for their own attention and examination of an important matter that falls specifically [within] the board's responsibilities." ...

Star Entertainment judgement gives key lessons for directors

ELIZA BAVIN  |  MONDAY, 9 MAR 2026  |  NEWS
... consultant Pamela Hanrahan said. "He also confirmed that a director is entitled to rely on the 'judgment, information and advice of management and other officers, at least except where they know, or by the exercise of ordinary care should have known ...

Iress fills APAC wealth role from within

ELIZABETH FRY  |  THURSDAY, 5 MAR 2026  |  NEWS
Iress, the financial advice software provider, has promoted from within to fill the top role in its Asia Pacific wealth business, following the departure of a long-serving executive. Sam Wall has stepped into the role of acting chief executive, succeeding ...

Evidentia hires from Vanguard

ELIZABETH FRY  |  THURSDAY, 26 FEB 2026  |  NEWS
Evidentia Private has hired a Melbourne-based senior asset consultant to look after financial advice firms in Victoria and Tasmania. Matthew Cho joins from Vanguard, where he was most recently head of its multi-asset solutions business in Australia. ...
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