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Showing 1 - 10 of 13300 results for "adviser"

Platforms are not solution providers: AZ NGA

MATTHEW WAI  |  FRIDAY, 31 JUL 2026
... group chief executive Paul Barrett warned platforms should stay in their lane rather than overstep to improve financial adviser productivity, reiterating that it is the advice business' responsibility to do so. Speaking at the Financial Services Council ...

Local advice sector an attractive opportunity for global PE firms

MATTHEW WAI  |  THURSDAY, 30 JUL 2026
... and that's just the basics." He alluded to CoreData's latest findings, where technology can bring the client-per-adviser average to 155, compared to those that were not adopting them (131), and said the leveraging of innovation to draw in more ...

FSC calls for tougher oversight of advice licensees

VINNY VUCAGO  |  THURSDAY, 30 JUL 2026
... duties to consumers," he said. The FSC also recommended modernising ASIC's register infrastructure, including the Financial Adviser Register, improving the use of existing licensing and enforcement powers, and strengthening oversight of professional ...

ATO issues guidance on new LRBA rules for SMSFs

KARREN VERGARA  |  WEDNESDAY, 29 JUL 2026
The Australian Taxation Office (ATO) released new guidance for SMSFs affected by the looming limited recourse borrowing arrangement (LRBA) changes for residential property, with the SMSF Association (SMSFA) saying it provides important clarity for trustees ...

Perpetual rejects EQT bid again as growth continues

VINNY VUCAGO  |  WEDNESDAY, 29 JUL 2026
Perpetual has rejected EQT's latest $22.50 share takeover proposal, saying it does not reflect the value of the business, while agreeing to provide the private equity group with limited access to non-public information to determine whether it can ...

InvestStream, MUFG partner to enhance digital advice in super

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
... technology environment, which will reduce duplicated data entry and improve continuity between digital engagement and adviser support. It comes as expectations for personalised digital experiences continue to grow, according to Bravura Solutions. MUFG ...

Netwealth tightens trustee oversight with new hire

MATTHEW WAI  |  WEDNESDAY, 29 JUL 2026
Netwealth has created a new role to strengthen its trustee oversight, governance, and member-focused leadership capability. Mel Jose has joined Netwealth as general manager, office of the trustee, leading the existing office of the trustee team and ...

The advice opportunity for medical professionals: NAB

MATTHEW WAI  |  TUESDAY, 28 JUL 2026
... which further compresses the wealth-building window. "... professionals who engage early with a private banker or wealth adviser can be better placed to manage practice debt, protect personal assets, and begin building wealth in parallel with growing ...

CFS strengthens managed accounts menu

RIDDHIMA TALWANI  |  TUESDAY, 28 JUL 2026
Colonial First State (CFS) has strengthened its managed accounts menu, amid strong growth in client demand and continued momentum across the sector. The CFS Edge Signature menu has included the CFS 150 portfolio, Pendal Australian equity, and Russell ...

Padua expands advice portal with AUSIEX partnership

VINNY VUCAGO  |  TUESDAY, 28 JUL 2026
... from $17 billion in FY26. AUSIEX chief executive Patrick Salis said embedding its investment infrastructure directly into adviser workflows reflected the company's broader evolution beyond trade execution. "AUSIEX has spent 30 years building the ...
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