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Showing 141 - 150 of 13299 results for "adviser"

HeirWealth partners with ViewTrade

MATTHEW WAI  |  MONDAY, 18 MAY 2026
ViewTrade and HeirWealth have partnered to offer an integration of global trade execution with portfolio performance analytics, and tax reporting. The partnership combines ViewTrade's global brokerage infrastructure with HeirWealth Atlas's portfolio ...

North expands adviser support with new hire

VINNY VUCAGO  |  MONDAY, 18 MAY 2026
AMP North has appointed a head of business development and national sales manager as it focuses on expanding adviser support and distribution capabilities. AMP North has appointed Kristen Lennis-Harvey as head of business development and national sales ...

InterPrac targets First Guardian victim, disputes AFCA ruling

KARREN VERGARA  |  FRIDAY, 15 MAY 2026
... Kee was contacted by lead generator Aus Super Compare or AusCompare and subsequently referred to an InterPrac financial adviser that moved her superannuation into First Guardian. Kee recently told Financial Standard she lost $380,000 of her retirement ...

Channel Capital appoints distribution director

STAFF WRITER  |  THURSDAY, 14 MAY 2026
Xavier Jeans joins Channel Capital to help strengthen the group's distribution arm, with a focus on supporting financial advisers in the state of Victoria. Based in Melbourne, Xavier will focus on servicing wealth advisers and sophisticated clients ...

Natixis appoints client services director

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
... country's leading brands, including stints at Macquarie and Ironbark early in her career. She was director - key accounts and adviser business at Betashares ETFs and prior to joining Natixis was account director, strategic accounts at Bennelong Funds ...

Aequitas hires former Vanguard consultant

MICHELLE BALTAZAR  |  THURSDAY, 14 MAY 2026
A former portfolio consultant at Vanguard who led the fund manager's launch of its own portfolio analytics and consulting function for Australian-based financial advisers is Aequitas' latest recruit. Mark Stephan joins as a principal asset consultant ...

FinCap increases investment oversight ahead of PM platform launch

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
FinCap Group is adding two experienced financial services stalwarts to its investment committee ahead of the scheduled launch of its private markets managed account platform next month. The committee has welcomed Leanne Bradley as independent chair ...

Iress names chief tech officer to lead AI transformation

RIDDHIMA TALWANI  |  THURSDAY, 14 MAY 2026
... with global technology consultant Thoughtworks to help design data-driven features that reduce manual effort, improve adviser productivity and support new revenue opportunities for wealth providers. Iress will implement the changes, starting with Xplan ...

Aware Super strengthens support for financial advisers

MATTHEW WAI  |  THURSDAY, 14 MAY 2026
... the appointment, general manager growth and partnerships Natalie Jarvis said Smith will further strengthen the fund's adviser proposition. "As adviser engagement continues to grow, it's critical we invest in deep technical capability that advisers can ...

Future Fund executive departs after 10 years

ELIZA BAVIN  |  WEDNESDAY, 13 MAY 2026
... for investment technology strategy. Prior to that, Grant held roles at Hastings Funds Management and worked as energy adviser to the Commonwealth Minister for Resources and Energy. In his new role as founder and principal of Jolly Rambler, Grant will ...