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Showing 101 - 110 of 13206 results for "Adviser"

Esencia Wealth expands into Queensland

RIDDHIMA TALWANI  |  THURSDAY, 16 APR 2026
Esencia Wealth has expanded into Queensland, adding 300 clients to its portfolio by merging with two advice firms in the state. Merging with Financial 3 Wealth and Marsden Wealth Advisers will mark Esencia Wealth's first office in Brisbane, building ...

FSC ups expectations on platform trustees' governance

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... options, and greater oversight of advisers using the platforms. The Wrap Superannuation Platform Trustee Investment and Adviser Governance Principles: Standard and Better Practice Guidance has been developed in consultation with industry and is to commence ...

AllianceBernstein debuts second active ETF

JAMIE WILLIAMSON  |  THURSDAY, 16 APR 2026
... delivering investors a smoother long-term ride. AB now offers a listed and unlisted vehicle in the Australian market, meeting adviser demand for flexible product solutions," it said. Hargis said the fund manager is excited to open the fund up to more ...

Two Ensombl senior leaders exit

KARREN VERGARA  |  THURSDAY, 16 APR 2026
... members of Ensombl's leadership team - the chief commercial officer and chief membership officer - have exited the financial adviser community platform. Chief commercial officer Danni Visser and chief membership officer Emily Jenkins finished up last ...

Advice book valuations stagnate despite demand

MATTHEW WAI  |  WEDNESDAY, 15 APR 2026
... after expenses, providing a clearer picture of its financial strength. Buyers are looking closely at cost structures, adviser productivity, and the ability to generate consistent profits," Radar Results said. "As a result, well-run businesses with strong ...

Digital advice spurring demand for full personal advice: Report

KARREN VERGARA  |  WEDNESDAY, 15 APR 2026
... capability is proven and operational", governance frameworks are more robust than a decade ago and the strengthening of adviser professional standards. "If regulated participants move too slowly, consumers will normalise the use of unregulated digital ...

FEATURE: Private equity | Time to deploy

ELIZA BAVIN  |  TUESDAY, 14 APR 2026
Private markets have experienced significant growth in recent years, and investors are showing no signs of slowing down. Global private equity (PE) investment rose from US$1.8 trillion in 2024 to US$2.1 trillion in 2025, despite a decline in deal volume ...

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 ...

Spheria launches active ETF for small caps fund

MATTHEW WAI  |  TUESDAY, 14 APR 2026
Spheria Asset Management's Spheria Australian Smaller Companies Fund - Active ETF (ASX: SPHX) will be available on the ASX tomorrow, launching amid strong momentum shown across the broader ETF market despite volatility from the Middle East. Spheria ...

ASIC acts against another former FSGA adviser

JAMIE WILLIAMSON  |  MONDAY, 13 APR 2026
An adviser that ASIC said was experienced enough to know better than to advise clients to invest in Shield and First Guardian has been banned for five years. Shane Monte Silva failed to act in certain clients' best interests when he told them to switch ...