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Showing 121 - 130 of 9959 results for "advisers"

HUB24 FUA soars over $164bn

MATTHEW WAI  |  TUESDAY, 21 JUL 2026
... explained. During the quarter, the platform also increased agreements with 36 new licensees, bringing the total number of advisers on platform to 5649, growing 11% from the same period last year. HUB24 said strong demand for financial advice is underpinned ...

Perpetual rejects another EQT AB bid

KARREN VERGARA  |  MONDAY, 20 JUL 2026
... Perpetual "carefully considered the terms of the revised indicative proposal and obtained advice from its financial and legal advisers in relation to it". The Perpetual board ultimately found it was "not in the best interests" of its shareholders. Perpetual ...

New alternative investment firm lands in Sydney

MATTHEW WAI  |  MONDAY, 20 JUL 2026
... high-net-worth (HNW) clients and family offices currently, Wilson said it is keen to expand its collaboration with financial advisers on the longer-term. "I'm very aware that advisers typically need a fund to be on the approved product list (APL)... ...

Count rebrands Oracle to Count Wealth

RIDDHIMA TALWANI  |  MONDAY, 20 JUL 2026
... reach more clients and accelerate growth," he said. Humphrey added key employees of Oracle Group including financial advisers and accountants have been secured and welcomed into Count Wealth. "We have already appointed new leadership for the accounting ...

FAAA warns adviser levies could exceed $5k as ASIC costs climb

VINNY VUCAGO  |  FRIDAY, 17 JUL 2026
Financial advisers could face more than $5000 in combined regulatory levies this financial year, with the Financial Advice Association Australia ( FAAA ) warning rising ASIC and Compensation Scheme of Last Resort (CSLR) cost are placing unsustainable ...

Former T. Rowe Price distribution head finds new role

MATTHEW WAI  |  FRIDAY, 17 JUL 2026
... investment management and financial services, Ross has established comprehensive understanding on assisting financial advisers, private wealth firms and institutional partners, Evidentia Private said. Ross spent nearly 11 years at T. Rowe Price, where ...

Another MWL adviser banned over Shield collapse

RIDDHIMA TALWANI  |  THURSDAY, 16 JUL 2026
... Services licence, banned one of MWL's directors and its responsible manager. Niu is one of several former MWL financial advisers who have been banned by ASIC in regard to advice provided in relation to Shield. ASIC has also commenced proceedings ...

Netwealth posts record FUA as managed accounts top $30bn

VINNY VUCAGO  |  THURSDAY, 16 JUL 2026
... partnership with Finclear. It also introduced Nova, a client-facing generative AI virtual assistant designed to provide advisers with faster access to product and process information while directing more complex enquires to specialist teams. Separately ...

FEATURE | Retirement | A layer of confidence

MATTHEW WAI  |  THURSDAY, 16 JUL 2026
... comment on Challenger's sale of the products. Minney, instead, points to the trend that take-up is driven by financial advisers. "We're seeing lots of growth and interest in solutions that will provide income for life," he says. Meanwhile, Huppert ...

FAAA names new chair as David Sharpe prepares to step down

VINNY VUCAGO  |  WEDNESDAY, 15 JUL 2026
... management and our members, I would like to thank him for his leadership, commitment and tireless work on behalf of financial advisers and their clients across Australia."