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Showing 151 - 160 of 9959 results for "advisers"

Esencia seals third merger

VINNY VUCAGO  |  WEDNESDAY, 1 JUL 2026
... strategy, merging with New South Wales-based Cove Financial Group in a deal that brings around 650 clients and four financial advisers into the business. The Shellharbour-based advice firm is Esencia Wealth's third merger this year as it continues its ...

Stablecoins a key to instant access to global credit markets

MATTHEW WAI  |  TUESDAY, 30 JUN 2026
... increased regulation scrutiny on the sector will provide better confidence in consumers, while the draft legislation to allow advisers, institutions, and retail investors to participate will further pledge that confidence. "That clarity tends to accelerate ...

ASIC calls out platform trustees: 'Clear breach of trust'

RIDDHIMA TALWANI  |  MONDAY, 29 JUN 2026
... thresholds for risk-based checks, incorporate questions and processes to identify unusual activity, maintain a watchlist of advisers and advice licensees of concern and monitor advice fees for patterns or irregularities, including those designed to bypass ...

Corruption, governance risks: The cost of doing business in emerging markets?

KARREN VERGARA  |  FRIDAY, 26 JUN 2026
... trust, while avoiding those where governance risks outweigh potential returns. The recent Stockbrokers and Investment Advisers Association (SIAA) Conference heard emerging markets often lack the same depth of regulatory backstops as developed economies ...

HUB24 appoints Formica to board

VINNY VUCAGO  |  FRIDAY, 26 JUN 2026
... time, HUB24 chief operating officer Craig Lawrenson said expanding the platform's retirement solutions would provide advisers with greater flexibility to meet clients' retirement needs. The appointment of Formica adds further investment management expertise ...

ASX to focus on pattern of problematic behaviour in listed entities

RIDDHIMA TALWANI  |  FRIDAY, 26 JUN 2026
... how we will respond where we have concerns." "Being more transparent on our priorities gives listed companies and their advisers more certainty on where we will focus our attention, supporting more efficient engagement and allowing listed companies to ...

Allianz Retire+ appoints senior manager

STAFF WRITER  |  THURSDAY, 25 JUN 2026
... growth for Allianz Retire+. She brings deep relationships across the advice community and a proven ability to support advisers in delivering better retirement outcomes for their clients. As momentum continues to build in the retirement income category ...

Advisers expect growth despite uphill challenges

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... Despite the current headwinds involving market uncertainties, rapid digitisation and the ageing population, financial advisers remain optimistic about what they can achieve over the next few years, a new report finds. However, the growth will not be ...

Kudu continues Australian expansion with fresh investment

MATTHEW WAI  |  THURSDAY, 25 JUN 2026
... Matt Carter and management team, with no changes to its day-to-day operations. Founded in 2001, AFPG has a team of 30 advisers, manages in excess of $3 billion, and offers a suite of financial planning, lending and accounting services. Commenting, Carter ...

FEATURE | Member engagement | On the ball

KARREN VERGARA  |  TUESDAY, 23 JUN 2026
... Kay oversees growth, marketing, stakeholder and corporate relations, and a group of about 1700 independent financial advisers. Part of her job is centred on understanding member behaviour - when they're most likely to act and what prompts them to ...