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Showing 111 - 120 of 9890 results for "Advisers"

Otivo launches AI-powered financial advice

MATTHEW WAI  |  THURSDAY, 4 JUN 2026
... plain-language chat interface. Further, recommendations are subject to all regulatory compliance that apply to human advisers, targeting to close the advice gap. Otivo said the launch comes as an alternative advice source for those seeking advice as ...

BT appoints new head of strategy

KARREN VERGARA  |  THURSDAY, 4 JUN 2026
... seeing in the market - from increasingly complex retirement needs through to the growing role platforms can play for advisers and their clients." "Simon brings deep experience across wealth management and product strategy which will be critical as we ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO  |  WEDNESDAY, 3 JUN 2026
... portfolio. The Brookfield Infrastructure Income Fund (BII) is being made available to Australian wealth investors, including advisers and self-managed superannuation funds, as demand for private market investments continues to grow. The strategy, which ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA  |  MONDAY, 1 JUN 2026
... million from Astute Financial Management. The two practices, which operate within the Astute network, will add three advisers to Centrepoint, as well as add $1.5 million to revenue. Advisers from Cairns Wealth will operate from Astute premises in Cairns ...

We don't always vote in complainants' favour: AFCA

MATTHEW WAI  |  MONDAY, 1 JUN 2026
The Australian Financial Complaints Authority (AFCA) addressed a crowd of financial advisers at the MDS Self Licensing Summit 2026, busting the myth the ombudsman is always targeting them. Speaking at a discussion panel at last Thursday, AFCA senior ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... inadequately enforced. He provided InterPrac Financial Planning as an example, where misconduct of only a small portion of advisers can be a detriment for the entire business. "There's a number of very good advisers at InterPrac but what this [the ...

Marex Group expands structured products to HNWIs

MATTHEW WAI  |  FRIDAY, 29 MAY 2026
... Fayard said Marex will focus on building relationships with private banks, wealth managers, and independent financial advisers (IFAs) across Australia. "The financial products expansion will initially be driven out of Singapore, building on that existing ...

APRA slaps additional licence conditions on HTFS Nominees

KARREN VERGARA  |  FRIDAY, 29 MAY 2026
... its investment governance frameworks and practices, and just how rigorous it looks at options before it offers them to advisers and their clients. Adding more to its troubles, ASIC announced last wee k it commenced civil penalty proceedings against ETSL ...

More advisers go self-licensed to avoid associative risks

MATTHEW WAI  |  THURSDAY, 28 MAY 2026
An industry expert said financial advisers are increasingly moving towards a self-licensed model to gain better control of their business, while avoiding the risks of operating under large dealer groups. My Dealer Services (MDS) managing director Alex ...

Royal London AM extends SS&C mandate for new Aussie funds

RIDDHIMA TALWANI  |  WEDNESDAY, 27 MAY 2026
... trust launch process for our team, allowing us to focus on building direct relationships with Australian investors and advisers." "We are pleased to further our long-term relationship with Royal London Asset Management as they continue developing their ...