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Showing 201 - 210 of 13463 results for "Adviser"

Entireti names former Perpetual chief as chair

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Entireti has named a former chief executive of Perpetual as chair of its board. Geoff Lloyd will replace Ray Miles who has served as chair since 2009 and will remain on the board as a non-executive director. Lloyd previously served as chief executive ...

Evidentia appoints head of product

RIDDHIMA TALWANI  |  TUESDAY, 14 JUL 2026
Evidentia Group has named Mark Spring as head of product for strategy and managed funds. Spring has deep expertise in product development and management, having helped grow several large asset managers including Citigroup, Legg Mason, and NAB/MLC. Prior ...

oOh!media bidders up offer price

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
oOh!media has confirmed it will continue to engage with all three firms currently battling it out to acquire the outdoor advertising company. The ASX-listed firm had received revised indicative takeover proposals from Pacific Equity Partners, I Squared ...

Traditional investing principles unsuitable in decumulation: Research

KARREN VERGARA  |  MONDAY, 13 JUL 2026
... downside losses - even at the cost of lower upside capture - by exponentially lowering the required recovery." "From an adviser perspective, the real market data is unambiguous on the merits of upside/downside trade-offs. By using metrics more suited ...

Federal Court lifts Merhi's travel ban

KARREN VERGARA  |  MONDAY, 13 JUL 2026
Former financial adviser Ferras Merhi is now free to travel as the Federal Court lifted travel restraint orders imposed one year ago. Justice Moshinski lifted the Merhi's travel ban on July 9. The order stated the travel restraint handed down one year ...

KKR injects $400m into Ampol

RIDDHIMA TALWANI  |  MONDAY, 13 JUL 2026
KKR has provided Ampol with $400 million in funding through a subordinated notes facility, to help the energy retailer with its refinancing initiatives. The transaction was supported by KKR's private credit and insurance platforms. KKR partner and ...

HeirWealth launches AI integration

VINNY VUCAGO  |  FRIDAY, 10 JUL 2026
... Tubman said. "Our data layer already solved the consolidation problem. The MCP server takes the next step: it lets an adviser simply ask a question and get an answer drawn straight from their own client data, inside the AI tools they're already using. ...

Zenith snags mandate from Granite Bay

MATTHEW WAI  |  FRIDAY, 10 JUL 2026
... to help inform significant wealth decisions for their clients." Meanwhile, Granite Bay also welcomed a new investment adviser this month, based in its Brisbane office. Axel Raftos was the senior relationship manager at EWM Group in the past year, bringing ...

FAAA urges insolvency crackdown to curb soaring CSLR costs

VINNY VUCAGO  |  THURSDAY, 9 JUL 2026
The Financial Advice Association Australia (FAAA) has called for tougher insolvency rules to prevent "phoenixing" activity. The FAAA said loopholes which shift costs of failed financial advice businesses onto the broader profession through the Compensation ...

Nominations open for the 2026 Power50

STAFF WRITER  |  THURSDAY, 9 JUL 2026
... stories we have published in FS Advice - The Australian Journal of Financial Planning. To nominate a worthy financial adviser, please submit a nomination form here. Nominations are open until July 20, Monday. The shortlist will be announced on August ...