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Showing 151 - 160 of 9814 results for "Advisers"

Sequoia offloads InterPrac in $50k fire sale

KARREN VERGARA  |  MONDAY, 23 MAR 2026
... $50,000 to Conquest Investment Partners. Sequoia said the "increasing platform withdrawals for new business for remaining advisers, despite their not being involved whatsoever with the failures of the Shield and First Guardian funds has had a large bearing ...

S64, Ardian partner to launch new fund

ELIZA BAVIN  |  MONDAY, 23 MAR 2026
... institutional-quality infrastructure investing to Australia's wealth market." "Through the S64 Australian Unit Trust Platform, advisers and their clients gain a seamless, technology-enabled gateway to a globally diversified infrastructure portfolio managed ...

FSC questions SMC's claim on younger members' super switches

RIDDHIMA TALWANI  |  MONDAY, 23 MAR 2026
... influenced by social media ads and lead generation," Schubert said. FSC, however, said platforms are usually accessed using advisers, who use them to structure investments inside and outside super to suit a client's broader financial circumstances. ...

Entireti taps AI to centralise advice data

RIDDHIMA TALWANI  |  THURSDAY, 19 MAR 2026
... technology firm Communify to build a digital platform which uses artificial intelligence (AI) to centralise data for its advisers and clients. Entireti's ERA platform will gather, analyse and organise data from an advice practice's existing technology ...

FAAA urges inclusion of advisers on occupational shortage list

ELIZA BAVIN  |  THURSDAY, 19 MAR 2026
... financial advice, which has "plagued our profession since 2019". In the submission, Abood said the number of financial advisers and paraplanners continues to fall well short of demand at a time when Australians are increasingly seeking financial advice ...

Ironbark brings businesses under one national banner

RIDDHIMA TALWANI  |  WEDNESDAY, 18 MAR 2026
... mindset." Founded in 2009 by former Deutsche Bank colleagues Chris Larsen and Brendan Carpenter, the firm employs 128 advisers across Queensland, New South Wales, Victoria, Tasmania, South Australia and the ACT. While Ironbark Advice delivers advice ...

Influx of data weighing on legacy systems

ELIZA BAVIN  |  WEDNESDAY, 18 MAR 2026
... at a small scale, but once your platform grows, it can really constrain you," he said. "The core of the issue is that advisers and portfolios sit across multiple different systems and multiple different databases. When the lower layers have to reach ...

Sequoia advances InterPrac takeover talks

KARREN VERGARA  |  WEDNESDAY, 18 MAR 2026
... Sequoia will continue to work closely with authorised representatives to support continuity of service for their clients. Advisers may also be supported, where appropriate, in pursuing their own AFSL or transitioning to another licensee of their choosing ...

ETFs grow in popularity for SMSF investors

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
Exchange-traded funds (ETFs) are quickly becoming a dominant feature of self-managed super funds, with financial advisers increasingly turning to them for diversification. According to an analysis of SMSFs on the AUSIEX platform, about 44% of advised ...

AWAG appoints first head of advice

JAMIE WILLIAMSON  |  TUESDAY, 17 MAR 2026
... make him an outstanding appointment as head of advice," he said. "His leadership will be instrumental in supporting our advisers, enhancing our advice standards and positioning AWAG for continued growth."