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Showing 141 - 150 of 9959 results for "advisers"

Focus Partners Australia appoints head of wealth advisory

RIDDHIMA TALWANI  |  THURSDAY, 9 JUL 2026
... expertise through a single, coordinated experience. Lane will lead Focus Partners' wealth advisory business, overseeing advisers, paraplanners, client service and operations teams. He will also focus on expanding the wealth advisory capability by strengthening ...

Advice veteran's exit creates $1bn Tassie wealth group

KARREN VERGARA  |  WEDNESDAY, 8 JUL 2026
... $1 billion in funds under advice, operate from three Tasmanian offices and a satellite office Canberra, and employ 14 advisers and 40 staff. The combined entity will be led by Michael Rowlands, who has been a partner at Wealth Financial since 2019, and ...

Netwealth expands Morgan Stanley mandate

KARREN VERGARA  |  TUESDAY, 7 JUL 2026
... legacy domestic platform to Netwealth's one. Such clients will continue to be advised by Morgan Stanley financial advisers. Morgan Stanley is the first major client win amid Netwealth's broader investment in stockbroking and private wealth management ...

AUSIEX launches cash account for advisers

RIDDHIMA TALWANI  |  TUESDAY, 7 JUL 2026
AUSIEX has launched a cash account to help financial advisers manage client cash seamlessly alongside trading accounts. The account is designed to simplify and streamline cash management, accelerate funding and settlement, improve visibility and control ...

June adviser exam registers 72% pass rate

KARREN VERGARA  |  MONDAY, 6 JUL 2026
... analysis by Padua WealthData highlighted the adviser numbers dropping below 15,000, as seven licensees have reduced to zero advisers. In the new financial year, the adviser population dipped below 15,000, as seven licensees reduced to zero advisers. ...

Natixis IM appoints head of wholesale distribution

VINNY VUCAGO  |  MONDAY, 6 JUL 2026
... to Australia and New Zealand head Danny King. The appointment comes as Natixis IM seeks to deepen relationships with advisers and intermediaries while broadening access to investment strategies managed by its network of affiliated global investment managers. ...

ASIC ceases a further 26 authorisations after review

MATTHEW WAI  |  FRIDAY, 3 JUL 2026
ASIC has completed the review on the Financial Advisers Register (FAR) relating to compliance with the qualifications standard that took effect on 1 January 2026, as adviser numbers plummeted below 15,000 entering the new financial year. The review ...

Financial services CSLR Levy hits $198m

MATTHEW WAI  |  THURSDAY, 2 JUL 2026
... don't see a repeat of a similar type of collapse." He is now urging the government to cap the total CSLR levy so that advisers pay no more than $20 million until adviser numbers are sustained to ensure no Australians are missing out on the advice ...

Centrepoint completes $3m client book acquisition

VINNY VUCAGO  |  THURSDAY, 2 JUL 2026
Centrepoint Alliance has completed the acquisition of the client books and employed advisers from Cairns Wealth and Pinnacle Wealth further expanding its salaried financial advice business. The ASX-listed advice group confirmed final settlement of the ...

Bell Potter launches private wealth platform

KARREN VERGARA  |  WEDNESDAY, 1 JUL 2026
... she said. "We created Bell Potter Private Wealth to centralise this capability, making it easier for clients and their advisers to understand holistic portfolio performance, manage administration and access broader opportunities across markets. This ...