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Showing 111 - 120 of 9789 results for "advisers"

Digital assets framework bill passes, paves the way for consumer confidence

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... custodians rather than the underlying technology, supporting not only consumers but institutional investors and financial advisers that are keen to participate. "This approach helps ensure that businesses are accountable for their actions, while keeping ...

AZ NGA plots regional NSW advice hub via new partnership

MATTHEW WAI  |  THURSDAY, 2 APR 2026
... network. Established in 1990, Back to Back is led by financial adviser Justine Back, with 24 employees including three other advisers. The business has a strong referral network in Sydney and across the greater NSW region and primarily looks after retirees ...

FEATURE: Estate planning | Best laid plans

ELIZA BAVIN  |  WEDNESDAY, 1 APR 2026
... find out what was left behind and to whom, but this is not how things are done nowadays - which is why many financial advisers have moved away from the phrase "estate planning" and towards "succession planning", finding it a more fitting descriptor. ...

Count expands national advice footprint with $72m takeover

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... transition period. Established in 1986 and headquartered in Newcastle, NSW, Oracle is currently home to 22 financial advisers and manages approximately $0.8 billion in funds under management (FUM) and $1.8 billion in funds under advice (FUA), taking ...

Capstone launches back office service for self-licensed advisers

MATTHEW WAI  |  WEDNESDAY, 1 APR 2026
... their own Australian financial services licence (AFSL). CapBack Licensee Solutions provides full support to self-licensed advisers, from setting up their AFSL to revenue management, compliance, research, Xplan, marketing and more, it said. It includes ...

Another former Venture Egg adviser slapped with four-year ban

MATTHEW WAI  |  TUESDAY, 31 MAR 2026
... (Venture Egg), has been banned for four years over inappropriate advice and deceptive conduct, including impersonating other advisers. ASIC has banned Nicholas Hogan from the financial services industry for four years, effective 18 December 2025. During ...

Fundamental focus necessary in volatile markets: Auscap

RIDDHIMA TALWANI  |  MONDAY, 30 MAR 2026
... according to Auscap Asset Management chief investment officer Tim Carleton. Speaking at the recent Financial Standard Advisers Big Day Out (ABDO) in Sydney, Carleton said it is easier to take advantage of the big opportunities out there if investors ...

T. Rowe Price Australia country head exits

ELIZABETH FRY  |  MONDAY, 30 MAR 2026
... worked at Allianz Retire+ as head of consultants and research, and earlier at NAB Asset Management and Dimensional Fund Advisers. She is also an executive founding director of the Bloomberg Women's Buy Side Network for Australia and New Zealand ...

Channel Capital adds distribution director

ELIZABETH FRY  |  THURSDAY, 26 MAR 2026
... 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. ...

Yarra hunts for superior returns outside ASX giants

RIDDHIMA TALWANI  |  THURSDAY, 26 MAR 2026
... Yarra Capital Management chair and head of Australian equities Dion Hershan said. Speaking at the Financial Standard Advisers Big Day Out (ABDO) in Sydney today, Hershan said the old investment playbook is breaking down as we enter unconventional times ...