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Showing 1 - 10 of 13204 results for "Adviser"

Otivo launches AI-powered financial advice

MATTHEW WAI | THURSDAY, 4 JUN 2026

Otivo has launched a mobile app for Australians to access licensed advice powered by artificial intelligence (AI). The app is Australia's first licensed advice platform on mobile and operates under Otivo's Australian financial services licence ...

BT appoints new head of strategy

KARREN VERGARA | THURSDAY, 4 JUN 2026

A former Allianz Retire+ executive has joined BT as the new head of strategy. Simon Aboud joined the wealth manager on June 1. Late last year, Aboud left Allianz Retire+ as its chief product and marketing officer, a role he assumed in May 2021. Prior ...

Brookfield accelerates infrastructure strategy in Australia

VINNY VUCAGO | WEDNESDAY, 3 JUN 2026

Brookfield has expanded its private wealth offering in Australia with the launch of an infrastructure income fund designed to provide wholesale investors access to the assets managers global private infrastructure portfolio. The Brookfield Infrastructure ...

Centrepoint Alliance acquires two advice firms

KARREN VERGARA | MONDAY, 1 JUN 2026

... Centrepoint's Brisbane office. Completion is expected to finalise July 1 subject to standard regulatory approvals and adviser transitions. Astute is Centrepoint's key referral and distribution partner. The new deal further builds on Centrepoint's ...

Retirement fears persist despite rising preparedness: CFS

VINNY VUCAGO | MONDAY, 1 JUN 2026

... Australians who receive financial advice said they felt prepared for retirement, compared with just 45% of those without an adviser. Power noted reducing barriers to advice would be critical to helping more Australians retire with confidence.

We don't always vote in complainants' favour: AFCA

MATTHEW WAI | MONDAY, 1 JUN 2026

... failed to close on an agreed basis, he said, the case manager will provide a preliminary assessment to the related firm or adviser, which will trigger an intermittent termination should they reject AFCA's recommendation.

CSLR levy must be directed towards bad actors: Burgess

MATTHEW WAI | FRIDAY, 29 MAY 2026

... SMSF investors are eligible because they are a retail client who has paid for financial advice from a licensed financial adviser to invest in a regulated retail financial product, and as a result have fallen victim to poor advice and/or product failure." ...

Natixis IM country head exits to lead Evidentia Group

VINNY VUCAGO | FRIDAY, 29 MAY 2026

... Investment Solutions were integrated into a larger managed accounts platform focused on governance, risk management and adviser solutions. Smith said it had been "particularly rewarding" to see the two businesses come together under Wright's leadership ...

Small pocket of failed measures can 'blow the entire business': Anderson

MATTHEW WAI | FRIDAY, 29 MAY 2026

... to be utilised during pre-vet and when dealing with lead generators, if any, as well, he added. "You can't let your adviser choose the files that are going to be audited. You [the licensee] must choose. You got to have structure in this process," ...

Marex Group expands structured products to HNWIs

MATTHEW WAI | FRIDAY, 29 MAY 2026

Marex Group received approval by ASIC to distribute structured investment solutions to wholesale clients under its existing foreign AFSL earlier this month, in a move to fill the structured product adoption gap in Australia. While the group is not new ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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