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Showing 121 - 130 of 5643 results for "Financial adviser"

Multi-boutique expands to Australia, seeks partners

KARREN VERGARA  |  FRIDAY, 30 JAN 2026
Multi-boutique Fairlight Capital Partners is expanding in Australia and is on the lookout for strategies it can introduce to its global network of family offices and institutional investors. Founded in 2018 by Thomas Gent, Charles Bamford and Alexander ...

MLC Expand appoints product strategy lead

RIDDHIMA TALWANI  |  WEDNESDAY, 28 JAN 2026
MLC Expand has appointed Irene Worrell as general manager of product management to drive strategy, governance and innovation across its platform. The $100 billion super and retirement platform said Worrell will be responsible for shaping and executing ...

Former UGC adviser's appeal against ASIC ban accepted

MATTHEW WAI  |  TUESDAY, 27 JAN 2026
A former United Global Capital (UGC) financial adviser has had his banning order shrunk by half after a successful appeal to the Administrative Review Tribunal. Milutin Petrovic was banned from providing financial services or performing any function ...

New vertical integration model to sprout in 2026: Report

KARREN VERGARA  |  FRIDAY, 23 JAN 2026
A new type of vertical integration will emerge in the financial advice sector in 2026, while an oligopoly of two providers will dominate the platforms market, Finura predicts. Finura's Australian Wealth Tech Predictions report for the year ahead ...

'Gross breach of trust': Former adviser sentenced to six years imprisonment

RIDDHIMA TALWANI  |  FRIDAY, 23 JAN 2026
Former financial adviser from Western Australia, Anthony Paul Torre, has been sentenced to six years' imprisonment. Torre's sentencing was backdated to 29 January 2025 in a verdict handed down by the District Court of Western Australia. Torre ...

IFS unveils new pathway for industry super fund advice

MATTHEW WAI  |  THURSDAY, 22 JAN 2026
Industry Fund Services (IFS) has launched a "comprehensive solution" designed for financial advisers who want to specialise in industry super fund advice. The Independent Adviser Licensing Mode provides guidance that aligns with members' priorities ...

Super funds, instos shun ETFs, retail dominance prevails

KARREN VERGARA  |  THURSDAY, 22 JAN 2026
Australia's booming exchange-traded funds (ETFs) market is failing to capture the big money from superannuation funds and institutional investors as retail investors' dominance reigns supreme. Surpassing $330 billion in total funds under management ...

The revolving door of opportunities for advisers in 2026

ANGELIQUE MINAS  |  WEDNESDAY, 21 JAN 2026
... strong demand for advice which we only see getting stronger as more people age and retire," Evalesco senior financial adviser Melody Edwards said. Advisers should look towards the gender discrepancies that confoundingly impact needs for retirement advice ...

ETFs continue to drive managed accounts adoption: Research

MATTHEW WAI  |  TUESDAY, 20 JAN 2026
... growing universe of ETFs, as well as interrelated adoption of managed accounts. "We expect over 80% of Australia's financial adviser community to adopt ETFs in client portfolios in 2026," Vynokur said. "However, given the trajectory of adoption of ETFs ...

EQT stands firm on defence, blames ASIC, third parties

KARREN VERGARA  |  MONDAY, 19 JAN 2026
... diverse range of products available on the superannuation platforms for selection on the personalised advice of a financial adviser made that risk acceptable in the circumstances," the summary read. EQT concluded that "ASIC has not sought compensation ...